Amundi Chenavari Credit Fund (UCITS) – 2026 September Investor Letter
This letter explains the rationale behind concentrating credit portfolio around fewer, higher-conviction positions, and outlines the approach implemented amid a challenging market
Chenavari White Paper – Structural Credit: Where Constraints Create Return
Chenavari's latest white paper lays out the thinking behind Chenavari’s investment approach - focusing on how regulatory, capital, and balance-sheet constraints in the financial
Amundi Chenavari Credit Fund (UCITS) – July 2025 Investor Letter
Read our latest investor letter to discover how we navigate today's complex markets - from trade tensions to geopolitical shifts - while staying disciplined and agile.
Amundi Chenavari Credit Fund (UCITS) – Our Mantra in Review
Heightened market uncertainty from significant political turmoil both in Europe and the US, increased idiosyncratic incidents, and the start of the rate cuts cycle collectively mak
Chenavari Press Release: Chenavari Co-Invest
Edward Smalley and Kirstie Sumarno discuss Chenavari's co-investment platform.
Amundi / Chenavari Credit Fund (UCITS) – Investor Letter
October 2023: A new paradigm In the new high interest rate environment, credit appears as a compelling asset class for securing healthy returns without excessive risk. Yields prov
Lyxor / Chenavari Credit Fund (UCITS) – Investor Letter
Reality Check. In this letter we analyse the reasons behind our YTD performance, and discuss why we believe that going forward the Fund is well positioned to achieve its mid to hig
Lyxor / Chenavari Credit Fund (UCITS) – Positioning and Performance on Monday 20 March 2023
With the Sunday news that UBS was buying out Credit Suisse, with the AT1 being wiped out whilst equity holders were getting “a little something”, Monday was always going to be
Lyxor / Chenavari Credit Fund (UCITS) – Capitalising on the return of the Credit Cycle
After a trend-breaking year in 2022, Credit has come back as an asset class of choice thanks to the return of yield. Our aim is to capitalise on the upside stemming from the return