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Strategy Assets
$81M
Track Record
5 Years
Investment Objective
The Multi-Manager Private Credit Strategy invests primarily with private credit managers that seek to generate income and achieve capital preservation.
Strategy Overview
A private credit strategy that accesses the U.S. lower middle market through a diversified roster of specialized credit managers. Built to prioritize capital preservation and steady income, the strategy combines deep research, prudent structuring, and multi-manager diversification.
| Investment Style | Value-oriented private loans in the non-sponsored middle market and lower middle market with a preference for asset-based lending |
|---|---|
| Opportunity Set | Middle Market and Lower Middle Market Private Credit |
| Geographic Focus | United States |
| Strategy Assets | $81M |
| Strategy Inception | July 2020 |
| Vehicle Availability | Separately Managed Account |
Specializes in the U.S. lower middle market — an efficient, less-trafficked segment where structural advantages can be captured. The strategy combines multiple managers to spread risk across industry structures and strategies while mitigating capacity and idiosyncratic risk.
Emphasizes senior secured first lien lending with robust collateral and conservative underwriting that seeks to reduce the probability of capital impairment.
Selectively sources direct lending opportunities through our network of managers, enhancing alpha potential while adhering to strict risk criteria.
Allocates to managers with long track records of navigating multiple credit environments and maintaining investment discipline throughout.
Information Request
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