NEWS + MEDIA
ROADNIGHT MUSING – DECEMBER 2023
REFLECTION ON 2023
2023 feels like a verse of Billy Joel’s “We Didn’t Start the Fire” has happened in 12 months rather than the 30-year period he sang about…
MONTHLY MUSINGS – NOVEMBER 2023
WE ENJOY SEEING OUR BORROWERS THRIVE AND EXPERIENCE SUCCESS.
This week we hosted a roundtable lunch with the co-founders of Campaign Agent, Shaun Moriarty and Seth Watts.
MONTHLY MUSINGS – AUGUST 2023
HOW DO YOU GENERATE SUPERIOR INVESTMENT PERFORMANCE IN PRIVATE CREDIT?
There are many ways to slice and dice the investment universe. We list some of the characteristic’s investors consider.
MONTHLY MUSINGS – JULY 2023
PRIVATE DEBT’S ROLE IN AN INVESTOR’S PORTFOLIO
Private debt offers investors the ability to:
• improve returns from allocations to fixed income
• provide a source of income that is less correlated to other investments
• provide greater downside protection
MONTHLY MUSINGS - JUNE 2023
PRIVATE DEBT FUNDING TO AGRICULTURE
The long term or secular demand outlook for agriculture are compelling reasons for investors to consider agricultural exposure as part of a well diversified investment portfolio.