Brendan Walsh

Discovery manages private investment funds that seek high risk-adjusted total returns by making directional and relative value investments, long and short, primarily through investment positions in equity, debt (primarily sovereign debt), local interest rates, currencies and commodities across emerging and developed markets. The firm utilizes (i) top-down global macro analysis, including political risk assessment, to identify opportunities in countries and asset classes, and (ii) fundamental, bottom-up research for industry and security selection.