Securitised Products and Asset-Based Finance

Providing a flexible and premium toolkit of income opportunities across the full landscape of securitised and asset-based finance, including the ABS, MBS, CMBS and CLO markets.

A pioneer in credit/b-piece investing in securitised products

Our team has been investing in securitised products and asset-based finance since the inception of the asset class.

Consistency with a proven track-record

We have a proven track record of managing diverse global portfolios, and we have done so for more than two decades.

Senior team has two decades of partnership

Our senior team has been together nearly two decades developing, enhancing and innovating the flexible best ideas process.

Our securitised products and asset-based finance expertise

Inefficient markets can offer excess returns, and securitised credit (MBS, CMBS, ABS, CLO) and asset-based finance (ABF) together form a highly diverse universe. Markets that involve regulated lenders and buyers can be both inefficient and opportunistic, providing attractive income and serving as a diversifier to traditional credit, wither public or private.

We take a fundamentals-first approach, seeking assets with strong credit quality where inefficiency creates opportunity. Our flexible toolkit allows us to express our best ideas and dynamically move to where the market presents value, identifying the most attractive assets and capturing their cashflows in the optimal format.

Innovative investment solutions

We offer a comprehensive range of investment solutions across the full liquidity spectrum, from daily liquid securitised credit strategies to semi-liquid to closed-end funds. Our experienced teams have long and global track records, bringing together credit specialists to generate flexible, innovative investment ideas across the credit landscape.

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Risks

Investments involve risks including the risk of possible loss of capital/principal. Investments in private assets involve a higher degree of risk than more traditional investments.