Alisa Mall, chief investment officer for Michael Dell's family office, sees turmoil in private-credit markets as a buying opportunity despite rising default risks. Mall told Bloomberg that while default rates are expected to climb in 2027 and 2028, the current market dislocation presents attractive entry points for patient investors.

Private credit has become increasingly volatile as interest rates remain elevated and economic uncertainty weighs on borrowers. The Dell family office, which manages the tech billionaire's personal wealth, is positioning itself to capitalize on distressed assets and undervalued loans. Mall's strategy reflects a contrarian approach that seeks to profit from market stress rather than avoid it.

This opportunistic stance comes as many institutional investors pull back from private credit amid tightening credit conditions. By moving against the grain, the Dell family office aims to secure premium returns when markets stabilize. Mall's comments suggest confidence that current turmoil will create long-term value for investors willing to weather near-term volatility.