Differentiated Strategies
Positioned to Outperform.

We employ multiple layers of risk management strategies for principal preservation, the foundations of which include conservative leverage utilization – at both the fund and position level; multiple financial covenants; sector and geographic diversification; and active position monitoring.

We are not generalists.  Instead, we pursue lending opportunities in companies and industries that align with megatrends shaping tomorrow’s economy.  We believe that such alignment provides tailwinds for our portfolio companies to sustain growth and create value for stakeholders.

We employ an experienced senior investment team with expertise developed at leading investment firms pursuing a spectrum of strategies.  As such, the team is conversant investing in complex instruments across the cap table, supporting a structuring edge and strong work-out capabilities.

In the markets we serve, limited, diffused competition enables us to command lender-friendly pricing and generate alpha compared to crowded upper middle and BSL credit markets where credit providers are often market-price takers.

We focus our active origination efforts on direct sourcing based on our own investment thesis development and a broad network of sourcing channels that is not dependent on financial sponsor relationships, intermediaries, or syndicates to uncover investment opportunities on our behalf.

We believe our focus on niche markets and idiosyncratic credit investment opportunities has positively insulated our performance from volatile market dynamics that other strategies have been susceptible to in the post-pandemic era.