Litigation Capital Management Limited's (LON:LIT) Nick Rowles-Davies and Patrick Moloney join Proactive London's Katie Pilbeam to discuss market conditions and opportunities, their current portfolio and Global Alternative Returns Fund.
Rowles-Davies explains what drives the market, he explains how businesses use LCM to fund to preserve their balance sheet, he explains the benefits from counter-cyclical features and economic uncertainty.
Moloney talks through their current portfolio and their asset management business which is a £150m fund, the Global Alternative Returns Fund.