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Hampson Strategies

Convexity Without
Complexity

Independent research, strategy, and consulting. We build systems that reduce friction and clarify decisions — across trading, real estate, architecture, and logistics.

Latest Market Note

What Happens When Private Credit Steps Outside?

Private credit has been sold as an alternative to public markets. The pitch is structurally correct in one regime and structurally wrong in the one that matters. When private credit steps outside, it discovers its exit is insured by the same balance sheet it was supposed to diversify.

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