Investment Platforms
Investment Platforms
CLOs
Collateralized Loan Obligations
SMAs
Separately Managed Accounts
HalseyPoint provides access to the leveraged loan and high yield bond markets through various fund structures that meet the differentiated needs of its investors. The principals have experience managing CLOs and total return accounts dating back to the late 1990s. HalseyPoint offers both CLOs and separately managed account products tailored to individual investor needs.
Across all product offerings, HalseyPoint’s goal is to provide attractive risk-adjusted returns to its investors across various credit cycles via a focus on fundamental credit analysis, a view on relative value, and an active approach to portfolio management.
CLOs
Collateralized Loan Obligations
SMAs
Separately Managed Accounts
COLLATERALIZED LOAN OBLIGATIONS (CLOs)
The principals of HalseyPoint have managed CLOs since their inception in the 1990s.
Over the last 25 years, they have raised, structured, and managed over $13 billion in CLOs in multiple credit cycles. HalseyPoint’s principals and investment team members have long histories with the sales and capital markets desks of the major banks originating institutional leveraged loans.
In addition, the principals of HalseyPoint have developed a strong U.S. and international investor following. Tenured investors span 1.0 and 2.0 CLO vintages as well as capital structure priority, from equity to the highest rated debt tranches.
SEPARATELY MANAGED ACCOUNTS (SMAs)
HalseyPoint endeavors to provide customized investment programs for investors via a separately managed account platform.
Options to consider when structuring a program for investors include leverage, investment preferences and parameters, return objectives, liquidity, regulatory requirements, and any necessary reporting needs.
Most importantly, ongoing communication with our separate account investors is a top priority in order to meet client objectives.