Alphyn Capital Management, LLC
Climate Impact & Sustainability Data (2022-07 to 2022-09)
Reporting Period: 2022-07 to 2022-09
Environmental Metrics
Climate Goals & Targets
Environmental Challenges
- Market downturn due to aggressive Fed rate hikes and increased cost of capital.
- Slowed realizations at Burford Capital due to court system backlogs.
- Increased loan loss rates at CarMax due to rising interest rates.
- Challenges faced by Angi (IAC's home services business) in matching consumer demand with service professionals and pricing missteps.
Mitigation Strategies
- Focus on managing costs and seeking exploitable opportunities for future growth.
- Burford Capital raising over $1 billion in new capital.
- CarMax's experienced management navigating previous cycles.
- IAC's potential for turnaround or sale of Angi, and potential upside from MGM and DotDash.