Global Diversified Lending

Investment approach

The strategy’s investment objective is to provide stable returns mainly through income generation via a diversified portfolio of specialized private lenders. It seeks to capture the dislocation in traditional banking dynamics via investments across global geographies and multiple sectors of activity, including residential and commercial real estate lending, lower and middle market corporate lending, and other asset based lending. The team applies a rigorous, multi-phased manager due diligence process. Portfolio construction is focused on risk management and strategic liquidity management in an asset class which is typically illiquid. A long-term perspective is employed as the team seeks to identify attractive sectors.

Key Characteristics

  • Compelling risk/return proposition sought through lower duration, higher yielding investments
  • Stable source of income generation targeting a consistent track record
  • Alternative to traditional fixed income portfolios offering potentially solid risk-adjusted returns
  • Low correlations to traditional equity and bond indices
  • Short maturity loans seek to ensure significant liquidity