SANDGLASS CAPITAL ADVISORS LLC

Thesis

Sandglass Capital Advisors LLC is a global investment management firm founded in 2013, specializing in emerging markets ex-China. They employ a distinctive approach that integrates fundamental research with a macro-overlay, investing across asset classes in idiosyncratic opportunities. Their strategy focuses on event-driven investments in both public and private securities, targeting companies and countries undergoing disruptive events, restructurings, and turnarounds. Sandglass also partners with high-growth companies that are building durable businesses benefiting from strong secular growth dynamics. Their research process aims to identify significant convexity of returns, and they proactively engage with issuers to influence investment outcomes. The firm's investment thesis centers on identifying alpha within stressed and distressed credit in emerging markets, focusing on event-driven opportunities in sovereign and corporate credit, particularly in restructurings, turnarounds, and market dislocations. Their credit-dominant, multi-asset strategy targets distressed, dislocation, and deep value investments across public and private markets. Geographically, Sandglass focuses on emerging and frontier markets globally, with specific attention to Latin America, Eastern Europe, the Middle East, and South Asia. They emphasize the importance of local expertise, understanding political, economic, and cultural contexts, and engaging with key stakeholders to navigate these complex markets. As of March 31, 2026, Sandglass Capital Advisors LLC had approximately $873,735,436 in client regulatory assets under management (AUM), all managed on a discretionary basis. The firm's investors include endowments, foundations, OCIOs, family offices, and pension funds. They have demonstrated strong performance, with a

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