Investment Approach

AN INVESTMENT APPROACH THAT BALANCES MEASURED RISK-TAKING WITH TARGETED RETURNS

Over many years and credit cycles, the leaders of HalseyPoint have developed a differentiated investment strategy appropriate for investing in leveraged companies within leveraged vehicles (CLOs) and unlevered total return accounts.

Structured to protect investors, CLO guidelines are tight and specifically designed to limit credit risk. With over 25 years of managing these leveraged structures, HalseyPoint has built its platform to work efficiently and flexibly within CLO constraints.

Managing the inherent risks of leveraged corporate balance sheets alongside the leverage of the CLO itself takes significant experience to be successful. As one of the managers who brings this to the table, we can strongly differentiate our management approach for investors.

We manage credit risk by having our research teams prioritize thoughtful analysis based on accessible data and best-in-class technology. Our approach balances the need for disciplined credit decisions with the goal of generating solid returns for investors. This formula, refined over many years, is a proven generator of the right risk-reward balance for clients and we continue to be guided by it.