Robert Koenigsberger
The Strategist
The long view, patient, analytical, playing several moves ahead.
Robert Koenigsberger reads as The Strategist because he treats emerging markets credit as a system to be decoded, not a series of judgment calls. His eleven-dislocation framework converts the sequencing and magnitude of past crises into a navigational instrument, while his reading of credit culture as behavioral data lets him anticipate how sovereigns and institutions will position under stress. At Gramercy, pattern recognition, not situational instinct, is the operating discipline.
“Emerging markets risk is about credit culture people. How do they behave in times of duress in the past, predict how they're going to behave in the future.”
“We've seen eleven major dislocations in emerging markets around the world. Peak to trough it's taken about five months, they drop about eight months later, it's up like seven and twelve to twenty four months later it's up thirty percent.”
“I really wanted to have a conflict free, mission driven firm, and our mission is really simple. All we do is focus on investment management and the well being of our clients, our portfolio investments and our team members.”
Masters in Business: “Robert Koenigsberger on Emerging Markets”
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