Overview

As of 6/30/26

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.

Strategy Facts and Information
Opportunity Set

Middle Market and Lower Middle Market Private Credit

Geographic Focus

United States

Strategy Assets

$78M

Strategy Inception

July 2020

Vehicle Availability

Separately Managed Account
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Portfolio Management

Joined 1996

Steven Romick, CFA

Managing Partner, Portfolio Manager

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