Our primary investment approach is to get direct exposure as often as possible while identifying investments that provide lower-than average risk for the expected return. Often most important is the skill and alignment of our sponsor partner and their track-records. We believe that real asset investing is something you can “get good at”, and that positive return experiences tend to repeat themselves more than other asset classes.
Risk and opportunity – seemingly two ends of a barbell – may be the only dichotomy worth considering in today’s environment. Core and core-plus assets that are not at risk of obsolescence are still attractive, but opportunity is brewing in higher risk credit where fundamentals are still intact.Read More