Global Market Strategies

Global Market Strategies

Print this page Established in 1999, The Global Market Strategies (GMS) platform has more than $33 billion in assets under management in various credit, equities and alternative instruments. The GMS team of more than 200 investment professionals in New York, Washington, DC, Los Angeles, Chicago, Houston, Hong Kong and London manages 59 funds across six strategies.
Carlyle GMS Finance, Inc. (GMS Finance) is an externally managed, non-diversified closed-end management investment company that intends to elect to be treated as a Business Development Company (“BDC”) under the Investment Company Act of 1940, as amended. GMS Finance objective is to generate current income and capital appreciation primarily through debt investments in U.S. middle market companies.
The Global Distressed & Corporate Opportunities team specializes in making alpha-driven debt and equity investments in companies that are operationally sound, yet experiencing financial duress. The Global Distressed & Corporate Opportunities team currently manages three funds: Carlyle Strategic Partners (CSP), Carlyle Strategic Partners II (CSP II) and Carlyle Strategic Partners III (CSP III). In an effort to maximize returns and value, the team seeks to exert influence or obtain control in its investments whenever possible. The team is co-headed by Michael D. Stewart and Raymond A. Whiteman.
Claren Road Asset Management, LLC (“Claren Road”), a long/short credit manager focusing on the global high grade and high yield markets, commenced operations in January 2006.
The Corporate Mezzanine team invests in privately negotiated junior debt and equity securities of middle market and large cap leveraged buyouts, recapitalizations and growth financings. The team currently manages two funds: Carlyle Mezzanine Partners (CMP) and Carlyle Mezzanine Partners II (CMP II). The team is headed by Leo Helmers.
The Energy Mezzanine team invests primarily in mezzanine debt in energy and power projects and companies in the U.S. and Canada. The team offers distinct competitive advantages as a result of its sector and product focus, coupled with the investment team’s relationships, industry expertise, knowledge of specialized credit structures and privileged access to investment opportunities due to an extensive deal-sourcing network. The group is co-headed by David Albert and Rahul Culas.
The Structured Credit team invests in corporate loans and bonds through structured vehicles and managed accounts. Linda Pace oversees the U.S. Structured Credit team and Colin Atkins oversees the European Structured Credit team.
The Carlyle Group acquired a 55% stake in Emerging Sovereign Group (ESG), a global emerging market equities and macroeconomic hedge fund manager in July 2011.