Värde Partners’ Missy Dolski on asset-based finance and opportunities in the ABF middle market

<p>Missy Dolski, Partner &amp; Global Head, Asset-Based Finance, Värde Partners | Missy discusses how the opportunity set in asset-based finance (ABF) has evolved over the years, the segments of the market offering the greatest opportunities, the attractiveness of the ABF middle market and shares her views on what best-practice in ABF underwriting discipline looks like.</p><p>Listen to the full interview where we ask Missy:</p><p>- Värde has been active in ABF for many years. How have you seen the opportunity set change as the market has evolved?</p><p>- ABF covers a wide range of collateral types. Which segments of the market do you have the most conviction in and are there any segments you are currently avoiding?</p><p>- What does the ABF middle market landscape look like today, and what makes it attractive for investors?</p><p>- How would you describe what best practice in underwriting discipline looks like in ABF?</p><p>- “Data science” is a term widely used across the industry, but what does that look like in practice and how much variance is there in access to and quality of data between lenders</p><p><br></p><p>Disclaimer</p><p>The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.</p><p>International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.</p><p>All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein.</p><p>Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording.</p><p>All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.</p>