Juan C. Espinoza is a value and special situations investor with 20+ years of experience investing in equities and credit securities globally.

Juan graduated from Harvard Business School in 1997 and started his investment career at Prudential Investments in their global equities team. He later joined First Manhattan Co., a renowned value investing boutique as an equity analysts. He became part of Wellington Management’s value equities team in 2001 and acted as assistant PM and back-up PM for the firm’s Mid-Cap Value equities mandate; while also contributing with research and coverage of various names in other multi-billion dollar portfolios.

His investment career continued at Veriticus (2010-2011), a start-up hedge fund focused on distressed securities. Juan decided to join Fintech Advisory (a family office) in 2011 to help manage an equity and distressed securities portfolio.

This experience led to transitioning to Oaktree Capital Management in 2013, where Juan was the head of research for one of Oaktree’s international distressed and special situations teams ($4bn in assets) until December 2023.

Juan credits his successful career record to a passion for investing, teamwork and self-improvement. He’s particularly proud to have:

• Led identification, evaluation, management and exit of positions in primarily publicly traded opportunities (equities and fixed income) across the value, special situations and distressed spaces, impacting multi-billion dollar portfolios.

• Built, developed and led investment research teams.

• Created and managed bottom-up and top-down investment processes to produce investment results within the equity and credit spaces globally.

• Co-led multibillion dollar asset raising efforts to launch equity and credit funds.