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Tomorrow’s Titans Revisited: Jonathan Berger’s Birch Grove
The Hedge Fund Journal | By Hamlin Lovell | January 31, 2018

Since launch in 2013, the firm’s assets have grown from USD 300 million to USD 1 billion as the investor base has filled out.

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If you build it, they will come
Alt Credit Intelligence | By Jon Close | May 2017

Birch Grove’s Jonathan Berger talks to Alt Credit Intelligence about building to last, and what opportunities are left in US credit markets.

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Birch Grove CEO Weighs in on Market Volatility
Bloomberg | Bloomberg Markets | APRIL 21, 2017

Jonathan Berger on Bloomberg
Jonathan Berger, Birch Grove CEO, discusses the outlook for U.S. stocks and credit market with Bloomberg’s Vonnie Quinn on “Bloomberg Markets.”

 

Birch Grove’s Versatile Credit Strategy
THE HEDGE FUND JOURNAL | BY HAMLIN LOVELL | JUNE 26, 2016

In August 2013 Birch Grove launched with $300 million in capital from Berger’s longstanding institutional relationships, and when THFJ visited the firm’s offices in New York in February 2016, assets had grown to $800 million. Birch Grove’s objective is to generate absolute, and strong, risk-adjusted returns throughout the various cycles for the multiple, corporate-related asset classes and strategies it trades.

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Stressed Bond Market A Boon To Credit-Pickers
Pensions & Investments | By Christine Williamson | November 16, 2015

A confluence of global trends has created a credit-picker’s market that has both portfolio managers and asset owners rubbing their hands together in anticipation.

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Credit Manager With Near-Perfect Record Embraces Neutral Stance
Bloomberg | By Katherine Burton | September 11, 2015

Since Berger started trading at his Birch Grove Capital hedge fund in August 2013, he’s been saying that credit markets are dicey. That’s why his long bets on corporate bonds have mostly been matched by wagers on falling prices.

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Birch Grove Signs Marketing Managing Director
Pensions & Investments | By Arleen Jacobius | June 19, 2015

Ryan O’Connell joined alternative investment credit manager Birch Grove Capital as managing director, marketing and investor relations.

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Small Hedge Funds Get Bigger Share of Investors’ Money
The Wall Street Journal | By Matt Wirz | April 16, 2015

Hedge-fund upstarts attracted as much money as the titans of the industry last year, a shift for investors who have long favored larger firms.

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The Morning Brief
Institutional Investor’s Alpha | By Stephen Taub | September 19, 2014

Berger tells clients that in this type of environment, he does not want to make a market bet and be positioned too long or too short. The fund now has low net exposure to the equity and credit markets. But he is excited about the prospects for continued strength in the mergers and acquisitions market.

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Tomorrow’s Titans 2014
The Hedge Fund Journal | By Hamlin Lovell | August 31, 2014

Jonathan Berger founded Birch Grove in 2013, and the firm now has approximately $500 million in assets and invests in long and short credit opportunities.

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Being long credit doesn’t pay right now
Creditflux | By Mike Peterson | May 2014

Jonathan Berger is the founder, chief executive and chief investment officer of Birch Grove Capital, a New York-based alternative credit manager he set up in 2013. The firm applies an opportunistic, flexible approach to credit investing and portfolio construction across corporate and structured credit.

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BIRCH GROVE’S JONATHAN BERGER ON OPPORTUNITIES IN CATALYST-DRIVEN CREDIT INVESTING IN 2014
Bloomberg Hedge Funds Brief | By Kelly Bit | January 14, 2014

Jonathan Berger, founder, chief executive officer and chief investment officer at Birch Grove Capital LP, spoke to Bloomberg’s Kelly Bit about opportunities in the U.S. and Europe and companies undergoing shareholder activism and other corporate change.

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JUNK GLISTENS UNDER ‘BERNANKECARE’ AS WORST STOCKS WIN
Bloomberg | By Nick Taborek and Mary Childs | November 19, 2013

For Jonathan Berger, who founded long-short credit hedge-fund firm Birch Grove Capital LP with more than $300 million in capital, the whole rally since 2009 has been uncomfortable since Fed stimulus could be curbed in a process now known as tapering at any time.

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EX-STONE TOWER CIO BERGER STARTS CREDIT FUND BIRCH GROVE
Bloomberg Hedge Funds Briefs | Kelly Bit | September 03, 2013

Jonathan Berger, the former president and chief investment officer of Stone Tower Capital LLC, started a long-short credit hedge-fund manager, Birch Grove Capital LP, with $300 million in commitments.

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SAN BERNARDINO ALLOCATES TO 2 CREDIT STRATEGIES
Pensions & Investments | By Arleen Jacobius | August 5, 2013

San Bernardino County (Calif.) Employees’ Retirement Association invested $80 million with Prudential’s emerging markets opportunity credit strategy and $30 million with Birch Grove Credit Strategies Fund LP Credit Strategies Fund, said Don Pierce, chief investment officer of the $7.06 billion pension fund.

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Former Stone Tower officials reunite at new credit hedge fund
Creditflux | June 2013

Former Stone Tower Capital portfolio manager Joseph Zupan has joined some of his ex-colleagues at hedge fund Birch Grove Capital. New York-based Birch Grove Capital was founded by Jonathan Berger, former chief investment officer at Stone Tower.

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