ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.

Thesis

With a core strategy focused on generating superior risk-adjusted returns, emphasizing risk management and capital preservation, OWS manages commingled and custom strategies across North America and Europe. Their investment approach encompasses four primary categories: Fundamental Credit (long-short core credit, high-conviction themes, special situations), Relative Value Investments (long/short positions, synthetic/derivative index investments), Event-Driven Investments (complex credit market opportunities), and Loan Opportunities (residential whole loans, consumer credit, commercial real estate loans). OWS deploys capital into structured credit and finance securities, financial debt (consumer loans), and real asset debt (commercial real estate). Through subsidiaries like OWS Real Estate Finance, LLC, they also offer commercial mortgage loan origination and asset management. As of March 31, 2026, the firm reported total regulatory AUM of over $11.3 billion, all discretionary.