Strategies tailored to meet diverse client needs
Products built on lasting partnerships
We dedicate our team and resources to build portfolios and offer customized funds and accounts designed to meet varied objectives and risk-return profiles. While multiple strategies have been launched over the last 15 years, each is grounded in consistent, bottom-up fundamental analysis with the goal of capturing the most attractive opportunities through market cycles.
The power of Beach Point’s platform
Beach Point offers multiple strategies with varying return objectives, investment horizons, and liquidity terms
The Senior Loan strategy seeks to generate attractive current income by dynamically investing in a diversified portfolio of senior secured loans. Our team emphasizes fundamental credit analysis and benefits from our legal experience to manage risk and preserve capital. We offer commingled funds as well as customized separate accounts in this strategy.
The High Yield Bond strategy seeks to generate attractive risk-adjusted returns by investing primarily in performing bonds of corporations. Our team invests opportunistically, employing bottom-up credit analysis and seeking a margin of safety. This strategy offers both commingled funds and customized separate accounts.
The Opportunistic Credit strategy takes a flexible approach across the capital structure to capture dislocations and complexity premium in less trafficked areas of the credit markets. We invest in various asset types, including corporate bonds, loans, structured credit, distressed debt, and private credit. The strategy has a 30-year track record of delivering returns across market cycles and offers both commingled funds and customized funds and accounts.
Beach Point launched its CLO Origination platform in 2021, with a focus on preserving par, minimizing defaults, and creating high-quality portfolios with attractive spreads. Beach Point has a long-term track record investing in syndicated loans, having invested in the asset class for over 15 years.
The Structured Credit & Asset-Based Finance strategy seeks to deliver stable and attractive risk-adjusted returns through capital structures within the residential housing ecosystem, commercial real estate credit, specialty finance, and structured corporate credit instruments. The structured credit trading philosophy aims to harmonize market inefficiencies through a combination of individual security selection and tactical market-based tools. Our team also offers residential mortgage private credit vehicles, long-only public market mandates, commingled funds, and customized solutions.
The Private Senior Loans strategy provides first lien, senior secured lending to US middle-market companies, predominately with financial sponsor ownership. The strategy focuses on borrowers in the core middle market with defensible moats, strong industry positions, and high quality sponsors. Beach Point has invested in private credit for over a decade, utilizing our team’s extensive experience in credit underwriting and long-standing relationships with middle-market companies and private equity firms.
The European Lending Solutions strategy provides senior secured debt financing to small and medium-sized enterprises in the UK and Ireland. We focus on entrepreneur-owned businesses, providing growth capital, working capital, and acquisition financing to companies underserved by traditional capital providers. Beach Point has been focused on UK and Ireland SME direct lending since 2018, sourcing through proprietary channels and a broad network of industry relationships.
Launched in 2010, the Capital Solutions strategy invests opportunistically across private credit, including opportunistic lending, hybrid solutions, and special situations. The strategy seeks to build an all-weather portfolio designed to benefit from evolving market conditions and periods of volatility, with flexibility to invest at the intersection of public and private credit markets, including dislocated situations. We focus on secured, middle-market opportunities across sponsored and non-sponsored transactions, targeting investments backed by quality companies, management teams, hard assets, and/or contractual income where we can capture illiquidity and complexity premia.
Beach Point’s Real Estate strategy targets credit and credit-oriented investments in all property types, throughout capital structures, and across the risk spectrum. Our dedicated real estate team focuses on providing structured lending solutions to borrowers on a primary basis and acquiring dislocated debt instruments on a secondary basis.
The Hybrid Solutions strategy was launched in 2019 to focus on middle-market opportunities, seeking to balance downside protection with equity-like upside potential. We provide customized solutions-based capital to address the complex needs and objectives of business owners, company management teams, and sponsors. Our dedicated team leverages deep sector knowledge and specialized capabilities across both credit and private equity investing. Select investments include:
For further information regarding risk disclosures associated with our strategies, please view our Disclosure Information.
Leveraging industry experience
Our senior investment team has over 25 years of average experience navigating multiple market cycles
Continuity of coverage across cycles
Analysts follow industries across the full investment life-cycle, from new issuance to repayment or potential restructuring. We believe thorough due diligence across multiple cycles has prepared us to navigate quickly changing business environments, from recessionary to expansionary periods.
Long-standing industry relationships
We work together as an integrated credit team to harness the power of our collective insights, relationships, and experience. We believe our deep networks throughout industries enhance our investment research process and help generate opportunities for our clients and partners.
Nimble and creative approach
Our team’s flexible approach can help us move quickly in varying market conditions. We aim to capture value up and down the capital structure and across private and public markets in order to identify opportunities and deliver creative solutions to our clients and borrowers.
Our mission is to grow and safeguard investor capital across business cycles
Value creation and preservation
Liquidity Premium
We seek to locate value in areas with less liquidity, including mid-sized or smaller capital structures, niche market segments, as well as opportunities in private markets and in between the seams of asset classes.
Complexity Premium
We aim to unlock value by disentangling complexity often by targeting catalyst-driven and dislocated assets. We work to simplify misaligned capital and ownership structures while navigating complicated regulatory or legal processes.
Value-add Premium
We endeavor to create value by providing flexible and creative capital solutions. We can step in to provide liquidity to companies in the form of growth, rescue, or mezzanine capital, as needed.