[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

The podcast explores Diameter Capital's all-weather credit strategy with Jonathan Lewinsohn, co-founder, who details his early influences from his father, an equity research analyst, and his career path through investment banking, law, and distressed debt investing. Lewinsohn emphasizes the importance of understanding both industry trends and company-specific details, drawing from his experiences at Anchorage Capital and Centerbridge. He highlights Diameter's focus on liquid portfolios, a broad investment mandate across the credit spectrum and the ability to nimbly shift between long and short positions. Lewinsohn also stresses the need for a deep macro view to contextualize company performance, and the importance of shorting as a tool for unbiased investing.