When I wrote about Ares ( ARES ) back in April, I saw an opportunity to buy into a leading name in the private credit space following a sharp sell-off in the stock. Since myProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder friendly policies. I ...