Kennedy Lewis Investment Management
Brendan O’Brien joined Kennedy Lewis in 2022 and is a Vice President and CLO Analyst responsible for the CLOs managed by Generate Advisors. Prior to joining Kennedy Lewis, Mr. O’Brien was a Credit Analyst at AXA Investment Managers where he focused on investing in US and European high yield debt for various bond fund portfolios. Prior to AXA, Mr. O’Brien was an analyst at Silvermine Capital Management.
Mr. O’Brien earned a BA in Economics from Dickinson College. He is a CFA charterholder.
Kennedy Lewis Investment Management
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Kennedy Lewis manages an opportunistic credit strategy that was formed to target idiosyncratic investments. Given the manager’s proprietary sourcing and closed-end fund structure, its investment strategy is agnostic to the market, geography and security type. The manager can be patient and nimble in its capital deployment. The manager’s investment approach is to construct a portfolio of “best ideas” that are expected to produce a minimum 1.5x MOIC over the life of each investment, while acutely focusing on capital preservation. This is achieved through portfolio diversity, security selection, structure and seniority.