Special Situations


The Special Situations Fund will focus on educating analysts on investment strategies across the capital structure and will be centered around a weekly educational lecture series (open to all members of USIT) designed to expose analysts to a variety of topics that are not traditionally covered in USIT's public equities focused education. These include but are not limited to public / private credit investing, private real assets, and early stage / venture investing. General meeting pitches and fund positions will be focused on public equities facing financial distress or undergoing other unique situations. The expectation for analysts in the fund will be to keep up with the educational materials, follow through with all fund responsibilities, and meaningfully contribute to dialogue surrounding portfolio management.


  • Methods of Financial Restructuring

  • Chapter 11 & Chapter 7 Bankruptcy Processes

  • Distressed Company Valuation Techniques / Adjustments

  • Distressed Investing Methods (Turnaround, Loan to Own, etc.)

  • Illiquid / Liquid Credit Strategies (Syndicated Loans, Leveraged Loans, HY Bonds, Direct Lending)

  • Capital Structure

  • Covenants and Leverage Metrics

  • Asset Allocation & Portfolio Attribution

  • Three Statement Modeling

Current holdings

Fund Managers

Vibhav Joopelli, Juan Mogollon, Ananya Rajesh