Davison Kempner's research led approach
Partner and Head of Research at Davidson Kemper, Suzanne Gibbons, on building a global research function, embedding AI, and capitalising on the rise of complex mega deals. By pure numbers, Davidson Kempner has a global remit. The investment management firm boasts over $40bn and invests across many asset classes. This diverse remit requires a deep research function, which is led by Suzanne…
Suzanne Gibbons, Partner and Head of Research at Davidson Kempner, spearheads the firm's global research function, integrating advanced AI tools to enhance its capabilities. With a research team supporting various investment teams, Gibbons emphasizes the unique value of a centralized research team, which she believes sets the firm apart.
Her strategic focus includes identifying high-potential, long-duration opportunities and those that are currently misunderstood, which guides her team's investigation into various themes and ideas. Notable research from Gibbons includes "Tides of Credit: Opportunity and Dispersion," which warned of risks in the direct-lending asset class, and a recent paper highlighting an anticipated resurgence in M&A activity.
Davidson Kempner's proficiency in merger arbitrage has been bolstered by the increasing complexity of deals, leading to a significant complexity premium. The firm's vast capital allows for flexibility in managing complex mega deals, which are particularly liquid and offer the potential for substantial returns.
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