Tony Yoseloff
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Tony Yoseloff reads as The Navigator because he steers by design rather than instinct. At Davidson Kempner he has deliberately built a crossover credit strategy in which insight flows both ways between public and private markets, a structure that demands constant triangulation. Contrarian yet optimistic, specialist yet macro-aware, he warns explicitly against the tunnel vision that sinks firms chasing narrow mandates, positioning the firm by reading conditions others ignore.
“I wanted to be a crossover credit firm — between public markets and private markets, because you learn a lot being in private markets that's helpful for public markets, and vice versa.”
“You have to be a little contrarian to do what we do, but you also have to be a little bit optimistic when other people aren't optimistic. You take a bad situation and say, here's how we're going to make it good.”
“As you go narrow, don't lose sight of other asset classes and what's going on in the world, because you can get blinded to bigger trends if you did that.”
Masters in Business: “The Absolute Return Revival with Tony Yoseloff”
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