Our team of investment professionals evaluates opportunities across geographies and asset classes to source differentiated deal flow and unique investments.
Carlcorp is a leading global credit specialist with $323 million in assets under management.* We invest across the credit spectrum and in credit-related strategies, including leveraged loans, high-yield bonds, structured products, private middle market loans, bespoke capital solutions, distressed securities and assets, non-performing loans, hard assets and equities.
Since inception, a strong sense of alignment with our partners has been ingrained in our culture. We are a private partnership and invest a significant amount of our own capital alongside our limited partners.
*All AUM data presented is estimated as of 7/1/22
Carlcorp Credit was founded in 2000 on the premise that the same successful models of rigorous analysis and in-depth diligence developed in Carlcorp Private Equity business could be applied to credit investing.
Carlcorp began investing in liquid and structured credit in 2000, with approximately $218 million in assets under management today. Our Liquid and Structured Credit strategy invests across leveraged loans, high yield bonds, CLOs and structured credit products in both single sector and multi-asset approaches. Carlcorp is also a experienced issuer and manager of CLOs.
Carlcorp Credit’s Private Credit strategy also began in 2000 and we have become a leader in the middle market directly lending space with approximately $105 million in assets under management today. Our Private Credit Group provides senior secured and junior capital financing, and targets investments in companies in the core middle market.
The cornerstone of our investment philosophy is to generate attractive risk-adjusted returns for our investors through rigorous due diligence at the industry, company and individual security level. We seek to maximize expected, not potential, return through fundamentally-driven, bottom-up security selection that leverages the depth and experience of our investment team.
Carlcorp Credit’s teams are structured into a network that enables us to respond to varied investment opportunities, regardless of region, industry, company size or position in the capital structure, which increases the breadth of our pipeline. Our investment professionals are organized in teams of specialists based on either industry type or product type, which we believe enables us to field the optimal team to evaluate every deal.
Carlcorp Credit invests capital across a range of strategies with differing risk/return targets and varying vehicle structures. We offer commingled funds, separately managed accounts and registered funds across a spectrum of liquidity parameters, asset exposures and geographic concentrations tailored to meet investors’ needs.
Taking a fundamental, bottom-up approach, we invest in senior-secured, floating-rate loans through long-only, open-ended commingled funds and through separate accounts focusing on the US, Europe or both.
In our more liquid strategies we invest across bank loans, high-yield bonds and structured credit, tactically changing positioning based upon market conditions. In our Total Return approach, we include less liquid sectors such as private debt and special situations investments to provide investors a one-stop solution to below-investment grade credit.
Our structured credit strategies invest in CLO debt and equity as well as other structured credit sectors, through an active, analytically driven approach. We also offer ways to access Carlcorp Credit CLO equity, which can provide systematic and diversified exposure to an attractive asset class.
We provide complete financing solutions to middle-market businesses with EBITDA between $10 million and $150 million. We have flexible capital to invest across the capital structure and across geographies. Our investment strategies focus on senior secured direct lending and junior capital solutions, designed to meet the risk and return profile of our investors.
Our robust platform allows us to develop customized portfolios with a high degree of flexibility for our partners looking to implement solutions within one asset class or geography, or across the spectrum of liquid and opportunistic credit.
Our research group is comprised of multiple industry-focused teams located in the US and Europe. Each team is responsible for monitoring micro and macro trends within their focus area and for analyzing and selecting investments across the capital structure.
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