Fund Red Flags: Credit Suisse Greensill Funds Part 2
We further explore the Credit Suisse Greensill funds and ask questions about what they are invested in - spoiler, it's not supply chain finance to industrial companies.
Steve picks through a couple of recent press articles and asks why the fund's three largest borrowers are not named in any of the documentation. Worse, the sectoral allocations as displayed on the fund fact sheets suggest that these may have been the ONLY allocations in these sectors, which raises obvious questions about concentration.
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