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- 0000Fund founded
- $000MilTarget raise Assets under management
- 0,000+Deal referral relationships
While varied in investment objective and risk/return profile, each of our performing and non-performing debt strategies is grounded in Beacon Fund L.P.'s unifying investment philosophy, placing primary emphasis on risk control and consistency.
Our debt strategies invest in both secured and equipment debt instruments, sourced directly from borrowers, other creditor institutions, and various other professional industry contacts. We invest in an array of leveraged loans, structured debt instruments, distressed or performing debt, and private debt.
"By providing quick capital to creditors that assists them to exit a poorly performing borrower loan, we gain a huge advantage at increasing value to the transaction while improving investor yield. Our expertise in investing over multiple market cycles gives us a competitive edge."
"
By providing quick capital to creditors that assists them to exit a poorly performing borrower loan, we gain a huge advantage at increasing value to the transaction while improving investor yield. Our expertise in investing over multiple market cycles give us a competitive edge."
Zak Shaik
Chief Investment Officer
Beacon Fund L.P.'s flagship Opportunistic Debt platform introduces a groundbreaking approach in the Asset-Based Lending arena. We offer a unique "rehabilitative debt" opportunity to debtors facing challenging business or leadership cycles. This innovative strategy has consistently delivered triple-digit yields to investors over the past fifteen years, under the leadership of Chief Investment Officer Zak Shaik, starting from the aftermath of the 2008 Global Financial Crisis.
Our Opportunistic Debt strategies provide crucial capital to creditors while averting costly litigation with debtors who often fight fiercely to preserve their legacies. This distinct strategy can be applied on a national and international scale, delivering risk-mitigated double-digit returns.
Our investment approach is centered around protecting against losses by acquiring assets at favorable prices. We also aim to achieve substantial gains by actively participating in restructurings, revitalizing private, corporate, and institutional debtors, and creating value at every stage of the investment process.
Our Senior Loans strategies focus on the senior secured debt of North American issuers. We strive to achieve an attractive total return while safeguarding principal and avoiding defaults. Our strategies benefit from a strong emphasis on fundamental, bottom-up debt analysis and the deep expertise of Beacon Fund L.P.'s U.S. senior loan specialists.
Our Private Debt Purchase strategies concentrate on investment opportunities in private debt issued by companies seeking to exit certain asset types discreetly due to changes in their lending appetite or regulatory compliance mandates. The strategies aim to achieve attractive, risk-adjusted absolute returns by acquiring discounted performing or imminent default debt issued by North American private and institutional creditors. Leveraging Beacon Fund L.P.'s sourcing capabilities in credit and private equity, our underwriting specialists pursue a fundamental, value-driven, opportunistic approach, with strong relationships with diverse lenders, loan sponsors, senior advisors, and potential borrowers nationwide.
Our Multi-Asset Credit platform provides borrowers with one-stop access to the entire spectrum of Beacon Fund L.P.'s credit offerings. Our flagship Creditor/Partner strategy for asset buyers, as our sponsors wish to exit, aims to deliver attractive total returns and current income while managing volatility through diversification and ownership with operational control over the assets.
We dynamically allocate portfolios based on our bottom-up assessment of relative value among regions, credit asset classes, and issuers, as we believe that macro-forecasting is not critical to investment success. Aligned with Beacon Fund L.P.'s core principles, the Creditor/Partner Credit strategy focuses on risk control and takes an opportunistic approach to investment. Our approach is highly collaborative, drawing on the insights of our Credit Investment Committee and research professionals. We offer personalized borrower solutions.
Leveraging years of experience in senior loan and real estate debt investing, Beacon Fund L.P.'s Structured Credit strategy strives to outperform traditional debt alternatives while offering superior liquidity compared to private credit options. This strategy utilizes a bottom-up approach to construct diversified portfolios and assesses opportunities across the structured credit universe based on relative value assessments. Instruments may include collateralized loan obligations (CLOs), commercial mortgage-backed securities (CMBS), and other asset-backed securities. Securitizations offer complexity premiums and are typically characterized by strong structural protections and investor-friendly features, including covenants, asset-class diversity, and excess collateral coverage.
