Investors in Loan Portfolio

Showing 1-50 out of 1577 matches

Goldman Sachs

Goldman Sachs is a global investment banking, securities, and investment management firm headquartered in New York City. Established in 1869, it provides a wide range of financial services to corporations, financial institutions, governments, and high-net-worth individuals. The firm operates through several segments, including Investment Banking, which offers financial advisory services related to mergers and acquisitions, and underwriting services for public and private offerings. Its Institutional Client Services segment facilitates client transactions across various asset classes and provides services like securities lending. The Investing & Lending segment focuses on long-term loans and investments in debt and equity securities, while the Investment Management segment offers portfolio management and wealth advisory services. Additionally, Goldman Sachs engages in private equity investments across multiple sectors and geographies, reinforcing its position as a leading investor in both public and private markets.
Made 13 investments in Loan Portfolio

Cerberus Asia II

Cerberus Asia II is a buyout fund managed by Cerberus Capital Management, a prominent private investment firm founded in 1992. Based in Beijing, China, Cerberus Asia II focuses on investments across Asia, as well as in Germany, the Netherlands, and Japan. The fund primarily targets sectors such as manufacturing, industrial, exploration, production, and refining. Cerberus Capital Management is known for its expertise in deep value and distressed investing, managing over $30 billion in assets. The firm employs a multi-strategy approach that includes distressed securities, private equity, middle-market lending, and real estate, leveraging a network of advisory offices throughout the United States, Europe, and Asia to identify and capitalize on investment opportunities.
Made 1 investments in Loan Portfolio

HPS Investment Partners

HPS Investment Partners is a global investment firm established in 2007, specializing in non-investment grade credit. Headquartered in New York, the firm operates with a team of 93 investment professionals and has over 200 employees across ten offices worldwide. Initially formed as a unit of Highbridge Capital Management, a subsidiary of J.P. Morgan Asset Management, HPS was previously known as Highbridge Principal Strategies, LLC. In March 2016, HPS became an independent entity when its principals acquired the firm from J.P. Morgan, which retained the hedge fund strategies. As of mid-2016, HPS managed approximately $30 billion in assets. The firm also operates specialized funds, such as the European Liquid Loan Opportunities Master Fund, which focuses on direct lending opportunities in Europe.

Patrizia

Patrizia is an investment manager specializing in the European real estate market, with over 35 years of experience. The firm engages in the acquisition, management, repositioning, and sale of both residential and commercial properties through its licensed investment platforms. As a prominent partner for institutional and retail investors, Patrizia manages approximately EUR 40 billion in real estate assets, primarily for insurance companies, pension funds, sovereign funds, and cooperative banks. The firm operates across all major European countries, offering various investment strategies, including opportunistic and core funds focused on sectors such as residential and infrastructure. Patrizia's long-standing presence in the market underscores its reputation as a trusted business partner in real estate investments.

Tristan Capital

Tristan Capital Partners is an independent real estate investment management firm based in London, recognized as a leader in the European market. With a team of 100 professionals across eight offices, the firm combines extensive experience with a strong reputation for execution and client service. Tristan Capital specializes in both public and private market real estate investment strategies throughout the UK and Continental Europe. Over the years, the core team has collaborated on eight funds, managing investments totaling €10.9 billion. Collectively, the staff possesses over €25 billion in European investment and asset portfolio management experience. The firm is distinguished by its ability to deliver capital and profits to clients through various market cycles.

Atalaya Capital

Atalaya Capital Management LP is a privately held alternative investment advisory firm based in New York, established in 2006. The firm specializes in opportunistic credit and special situations investments, primarily focusing on three main strategies: corporate investments, real estate, and specialty finance. Atalaya caters to high net worth individuals, pooled investment vehicles, and corporations, offering services that include leveraged buyouts, refinancing, acquisitions, and growth capital investments in small and middle-market companies. The firm typically invests between $5 million and $80 million in companies across various sectors such as healthcare, technology, and retail, targeting those with EBITDA ranging from $3 million to $35 million. Atalaya employs fundamental bottom-up analysis for its investment decisions and provides diverse debt financing solutions, including senior secured loans and mezzanine debt. The firm aims to take majority stakes in its investments and utilizes in-house research to inform its strategies.
Made 8 investments in Loan Portfolio

Oaktree Capital Group, LLC

Oaktree Capital Group, LLC is a global investment management firm headquartered in Los Angeles, California, specializing in alternative investments across various asset classes. The firm primarily focuses on distressed debt, corporate debt, real estate, private equity, listed equities, and control investing. Oaktree seeks to make control investments in undervalued companies across diverse industries, often targeting special situations and middle-market firms. The firm emphasizes risk management and aims for consistent performance by leveraging its expertise in less efficient markets. In addition to its corporate private equity activities, Oaktree invests significantly in credit strategies, including high-yield bonds and leveraged loans, while also exploring opportunities in the electric power and utility sectors. The firm manages a range of investment vehicles, including closed-end, open-end, and evergreen funds, and operates as a subsidiary of Brookfield Asset Management Inc. Oaktree Capital Group was incorporated in May 2007, building upon a foundation established by its founders in 1995.
Made 3 investments in Loan Portfolio

Credit Suisse

Credit Suisse is a Swiss financial institution founded in 1856, offering a comprehensive range of banking services through its various divisions. The company operates globally across several segments, including Global Markets, International Wealth Management, Investment Banking, and the Swiss Universal Bank. It specializes in providing over-the-counter derivative products, securities trading, investment research, and advisory services related to mergers and acquisitions, corporate restructuring, and capital raising activities. Credit Suisse also has a private equity arm that focuses on investments in buyouts, venture capital, and mezzanine financing, primarily in Europe and North America. This division invests across various sectors, including clean energy, life sciences, and financial services, typically committing substantial equity capital to middle market firms. Additionally, Credit Suisse is engaged in private equity fund investments and offers specialized services in real estate and structured equity investments. The firm is headquartered in Zurich, Switzerland, and operates various international offices, including significant locations in London and New York.

Accion

Accion is a global nonprofit organization founded in 1961 and headquartered in Cambridge, Massachusetts. It focuses on increasing access to financial tools and services for underserved individuals and small businesses to promote financial inclusion. Accion catalyzes financial service providers to deliver affordable, high-quality solutions at scale, thereby helping communities thrive. The organization supports innovative fintech startups through its investment initiative, Venture Lab, which invests in early-stage companies that enhance financial access and improve service quality. Venture Lab provides both capital and strategic support, facilitating growth and operational efficiency for its portfolio companies. By engaging industry leaders and regulators, Accion challenges the financial sector to become more inclusive, ultimately working towards a world where everyone has the opportunity to improve their financial well-being.
Made 5 investments in Loan Portfolio

Lone Star Funds

Lone Star Funds is a private equity firm headquartered in London, United Kingdom, specializing in the acquisition of distressed debt and equity assets. Since its inception in 1995, the firm has organized twelve private equity funds, amassing over $45 billion in capital commitments. Lone Star's investment portfolio includes a diverse range of assets, such as real estate, consumer debt products, banks, and asset-rich operating companies. The firm's global investment strategy focuses on identifying opportunities in distressed markets, allowing it to capitalize on undervalued assets.
Made 2 investments in Loan Portfolio

Techstars

Techstars Central LLC, founded in 2006 and based in Boulder, Colorado, operates as a startup accelerator and venture capital firm focused on supporting early-stage technology-oriented companies. It specializes in a mentorship-driven accelerator program, selecting ten startups each summer to participate in a three-month incubation period, offering funding of $120,000 in exchange for equity. Techstars invests primarily in sectors such as fintech, artificial intelligence, blockchain, augmented reality, and IoT, while avoiding investments in medical devices, healthcare technology, and local service-oriented businesses. In addition to its primary accelerator, Techstars has various specialized programs, including those focused on music, retail, mobility, and social impact, with global reach extending to regions such as Africa, Asia, and Latin America. The firm prefers taking minority stakes, typically between six and ten percent, without seeking board representation or investor rights. Techstars has built a robust network of entrepreneurs, mentors, and corporate partners to foster innovation and growth within its portfolio, which includes over 1,000 companies with a significant collective market capitalization.
Made 10 investments in Loan Portfolio

Bain Capital Credit

Bain Capital Credit, LP is a private hedge fund manager based in Boston, Massachusetts, with additional offices in major cities worldwide. Founded in 1998, it specializes in managing pooled investment vehicles and providing services to institutional clients. The firm primarily invests in fixed income markets, focusing on a diverse range of securities, including leveraged loans, high-yield bonds, distressed debt, mezzanine debt, and structured products. Bain Capital Credit employs fundamental analysis to construct its investment portfolio, which is supported by a team of approximately 88 investment professionals who have extensive experience in debt investment analysis across various sectors. The firm also manages a Middle Market Group, overseeing nearly $4.5 billion in funded assets. As a subsidiary of Bain Capital, LLC, Bain Capital Credit is recognized as one of the leading private managers of fixed income and credit instruments in the United States.

Foundation Capital

Foundation Capital, founded in 1995 and based in Menlo Park, California, is a venture capital firm that invests primarily in early-stage and growth-stage technology companies. The firm focuses on various sectors, including enterprise software, fintech, digital energy, consumer technology, and clean tech. It typically invests between $1 million and $10 million, with a total budget of $13 million to $14 million over the life of each company. Foundation Capital aims to act as a lead investor and often takes a board seat in its portfolio companies. The firm has a strong track record, having supported over 60 high-growth ventures, including notable companies like Lending Club and Netflix, and has participated in 26 initial public offerings. With a commitment to fostering innovative ideas, Foundation Capital emphasizes the potential of entrepreneurs to create transformative businesses.
Made 13 investments in Loan Portfolio

BlueOrchard Finance S A

BlueOrchard Finance S.A. is a prominent asset manager specializing in impact investing, focusing on microfinance investment products and debt financing for microfinance institutions globally. Founded in 2001 and headquartered in Geneva, Switzerland, the company has disbursed over USD 2 billion in loans to support financial inclusion initiatives. With a commitment to advancing socially responsible financial practices, BlueOrchard targets investments in emerging and frontier markets, particularly in sectors that yield direct social and environmental benefits, such as renewable energy and waste management. The firm’s private equity arm, BlueOrchard Investments Sàrl, invests between USD 3 million and USD 15 million in equity and debt capital in mid-sized companies and microfinance institutions. BlueOrchard maintains a global presence with offices across Asia, Africa, Europe, and South America, striving to create a sustainable financial system that empowers the working poor and enhances their living standards.
Made 2 investments in Loan Portfolio

TruAmerica Multifamily

TruAmerica Multifamily, established in 2013 and based in Los Angeles, is a real estate firm that specializes in acquiring, rehabilitating, and managing multifamily residential properties across the United States. The company focuses on repositioning Class B apartment communities to enhance their value for investors. Through tailored renovation and effective asset management strategies, TruAmerica has successfully acquired 110 properties and currently manages 159 assets. Additionally, the firm oversees the TruAmerica Workforce Housing Fund II, which targets multifamily properties, further demonstrating its commitment to improving housing options while generating value.

Foresight Group

Foresight Group is an independent alternative asset manager based in London, United Kingdom, with over 30 years of experience in infrastructure and private equity investment. The firm specializes in environmental and solar infrastructure, managing more than £2.2 billion in assets on behalf of a diverse range of clients, including private individuals, family offices, pension funds, and institutional investors. Foresight offers various investment products, such as Listed Vehicles, Limited Partnerships, Venture Capital Trusts, and Enterprise Investment Schemes. Its investment strategy focuses on growth-stage companies across multiple sectors, including renewable energy, technology, healthcare, and advanced manufacturing, with a commitment to sustainable economic and social development. Foresight operates internationally, with offices located in the UK, USA, Italy, and Australia, and aims to generate long-term capital appreciation and increasing dividends for its investors.
Made 1 investments in Loan Portfolio

Wellington Management

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.
Made 3 investments in Loan Portfolio

QED Fund V

QED Fund V, managed by QED Investors, is an early-stage venture capital fund based in Alexandria, Virginia. Established in 2008, it focuses on investing in high-growth companies primarily within the fintech sector, including mortgage technology, real estate technology, software, and financial services. The firm targets its investments across various regions, including Latin America, the United States, and the United Kingdom. QED Investors is dedicated to supporting its portfolio companies by providing both capital and operational expertise, fostering a close partnership that emphasizes the importance of information in driving business success. The fund aims to nurture innovative startups that leverage technology to enhance competitive advantage in the financial services landscape.
Made 21 investments in Loan Portfolio

AnaCap

AnaCap Financial Partners is a private equity firm that specializes in the European financial services sector. Based in London, the firm has raised a total of €4.4 billion through various funds that focus on private equity and credit opportunities, as well as co-investment strategies. AnaCap has attracted a diverse global investor base that includes prominent institutions. The firm's investment approach is centered on identifying and capitalizing on opportunities within the financial services industry, leveraging its expertise to drive growth and value in its portfolio companies.
Made 1 investments in Loan Portfolio

ValStone Partners

ValStone Partners, established in 1998, is a privately owned investment and asset management firm based in Birmingham, Michigan, with an additional office in Baltimore, Maryland. Originally known as TouchStone Partners, the company specializes in the administration and management of distressed loans, including commercial, industrial, secured, unsecured, performing, sub-performing, and non-performing loans. ValStone Partners also engages in managing publicly issued bond offerings and focuses on special situations investments in properties throughout the United States and Canada. The firm gained recognition early on when a major private institution identified it as a strategic partner, leading to a co-investment program that has contributed to its growth in investment and asset management.

Fortress Investment Group

Fortress Investment Group LLC, founded in 1998 and headquartered in New York, is a global alternative asset manager specializing in private equity, hedge funds, real estate, and publicly traded investment vehicles. The firm employs its extensive experience and expertise across various investment strategies to serve over 1,500 institutional investors and private clients worldwide. Fortress has established itself as a highly diversified investment management firm, focusing on sectors such as healthcare services and industrials through its investment funds. In 2017, Fortress entered into a definitive merger agreement with SoftBank, which acquired the firm for approximately $3.3 billion. Despite this acquisition, Fortress continues to operate as an independent business within SoftBank, maintaining its leadership team and investment strategies.

PGIM

PGIM is a prominent global investment management firm and a subsidiary of Prudential Financial, offering a diverse range of investment solutions to meet the financial needs of its clients. With expertise across various asset classes, including fixed income, equities, and real estate, PGIM manages over 100 funds globally, providing options such as closed-end funds, managed accounts, and target-date funds. PGIM Real Estate, the firm’s dedicated real estate investment division, has been active since 1970 and manages significant assets across different investment strategies, targeting core, core plus, value-add, and debt investments. The firm operates in key markets worldwide, including North America, Europe, and Asia Pacific, leveraging local expertise to navigate the real estate landscape. By combining risk management insights with innovative investment strategies, PGIM aims to help clients achieve their investment objectives in a complex global market.

Ares

leading global alternative asset manager
Made 2 investments in Loan Portfolio

Värde Partners

Värde Partners, Inc. is a privately held investment management firm based in Minneapolis, Minnesota, with additional offices in major cities worldwide. Founded in 1993, the firm specializes in alternative investments, focusing on financial services businesses, including specialty finance, insurance, trust and corporate services, and asset management. Värde Partners employs a credit-oriented, value-based investment strategy, targeting a broad range of asset types such as distressed corporate credit, residential mortgages, real estate, and structured securities. The firm primarily serves a sophisticated clientele, including foundations, endowments, pension plans, sovereign wealth funds, insurance companies, family offices, and private clients, providing both investment management and advisory services. With a global investment approach, Värde Partners aims to deliver high-quality service and expertise in the alternative markets.
Made 4 investments in Loan Portfolio

Waterfall Asset Management

Waterfall Asset Management, LLC is an employee-owned hedge fund based in New York City, specializing in asset-backed securities and loan investments. Founded in 2004, the firm serves a diverse clientele, including investment companies, pension plans, corporations, and government entities. Waterfall manages portfolios tailored to individual clients, focusing on fixed income markets globally. It employs distressed/vulture, loan, and absolute return strategies, utilizing both fundamental and quantitative analysis in its investment approach. The firm combines in-house expertise with external research to identify and acquire high yield asset-backed securities and loans across various sectors. As of December 31, 2014, Waterfall Asset Management had approximately $4.3 billion in assets under management.
Made 4 investments in Loan Portfolio

PCCP

PCCP is a real estate finance and investment management firm established in 1998, with a focus on commercial real estate debt and equity investments. Managing over $7 billion in assets, the firm operates from offices in New York, San Francisco, and Los Angeles. PCCP specializes in providing balance-sheet debt and equity to value-added and opportunistic middle-market real estate projects across the United States. The firm originates and services its investments, offering a wide range of funding options tailored to the needs of real estate owners and investors. PCCP manages various funds, including PCCP Clipper Venture I, a real estate opportunistic fund, and PCCP Equity IX, a debt fund that targets specific investment ranges within the market. Additionally, PCCP Mezzanine Recovery Partners II, which emerged from a competitive selection process, manages assets previously associated with Lehman Brothers, demonstrating the firm's capacity to adapt and grow within the evolving real estate landscape.

Round Hill Capital

Round Hill Capital is an investment firm established in 2002 and headquartered in London. The firm specializes in residential and commercial properties, as well as related technology sectors, making it a significant player in the real estate market. Through its investment strategies, Round Hill Capital aims to capitalize on opportunities within these sectors, contributing to the development and management of various property assets.

Starwood Capital Group

Starwood Capital Group is a private investment firm founded in 1991 and headquartered in Miami, Florida, with additional offices in Asia, Europe, North America, and South America. The firm specializes in direct investments across various asset classes, including private equity, real estate, and infrastructure, with a strong emphasis on opportunistic investing. Starwood Capital has invested approximately $11.8 billion in equity, focusing on sectors such as energy, hospitality, homebuilding, and luxury retail. The firm targets investments ranging from $5 million to $100 million in companies with sales up to $5 billion. Its real estate portfolio includes multi-family, office, retail, and industrial properties, as well as hotels and distressed assets. Starwood Capital employs a flexible investment approach, structuring its investments through equity, preferred equity, mezzanine debt, and senior debt to adapt to changing risk-return dynamics in the market.

Global Founders Capital

Global Founders Capital (GFC) is a venture capital firm established in 2013 and headquartered in Berlin, Germany. The firm is stage agnostic, meaning it invests in companies at various stages of development, from early-stage ventures to those preparing for an initial public offering. GFC focuses on empowering talented entrepreneurs and seeks investment opportunities in sectors such as internet, retail, financial software, media, communication, and information technology. With a global perspective, GFC aims to support innovative companies across all continents.
Made 10 investments in Loan Portfolio

Investcorp

Investcorp is an established investment firm that specializes in alternative investment products, including private equity, hedge funds, real estate, and venture capital. With a strong focus on growth dynamics from Gulf capital, the firm combines these with international management practices to achieve value creation and superior results. Investcorp has expanded its portfolio through strategic acquisitions, such as the purchase of 3i's debt management business, significantly increasing its assets under management. The firm operates globally, with divisions like Investcorp Credit Management, which focuses on senior secured corporate debt in Western Europe and the US. Additionally, Investcorp co-manages the Aberdeen Standard Investcorp Infrastructure Fund, which targets investments in sectors such as healthcare, education, and renewable energy within the Gulf region. The firm also manages several real estate debt funds, primarily investing in Asia, and has dedicated funds targeting business products and services in Europe.

CarVal Investors

CarVal Investors is an independent investment firm established in 1987 in Minneapolis. Initially founded as a value investor, the firm gained prominence in the aftermath of the United States financial crisis in the early 1990s. Over the years, CarVal expanded its operations internationally, targeting investment opportunities in Europe, Asia, and Latin America, particularly in distressed and credit-intensive assets. The firm is known for its focus on identifying market inefficiencies, allowing it to capitalize on fluctuations in credit market cycles. As a subsidiary of Cargill, Inc., CarVal maintains a robust framework for navigating complex investment landscapes.
Made 1 investments in Loan Portfolio

British Business Bank

The British Business Bank, established in 2014, is a state-owned economic development bank in the United Kingdom focused on enhancing the finance markets for smaller businesses. By leveraging governmental resources and expertise, the bank designs programs that improve access to finance for various business sectors. Its commercial subsidiary, British Business Investments, operates independently to seek investments while aiming for commercial returns, without relying on government advantages. The bank collaborates with a diverse array of finance providers, including banks, leasing companies, venture capital funds, and online platforms, to effectively address the unique financial needs of smaller enterprises and stimulate economic growth.
Made 8 investments in Loan Portfolio

International Finance Corporation

The International Finance Corporation (IFC) is a member of The World Bank Group that focuses on fostering sustainable economic growth in developing countries through private sector investment. It provides a range of financial services, including loans, equity investments, quasi-equity products, and advisory services aimed at supporting startups and various stages of company development. IFC invests in sectors such as agribusiness, financial services, health, education, infrastructure, global manufacturing, oil and gas, telecommunications, and tourism, with a particular emphasis on projects that promote food security, digital finance, and affordable healthcare. The organization targets investments ranging from $1 million to $100 million, often seeking minority stakes but may also take a majority position in its portfolio companies. IFC aims to create jobs, generate tax revenues, and enhance corporate governance in emerging markets, thus contributing positively to local communities. Established in 1956 and headquartered in Washington, D.C., IFC operates globally with offices across various regions, focusing its efforts on financing projects that align with its mission of improving lives in developing countries.
Made 7 investments in Loan Portfolio

KKR

KKR is a global investment firm that specializes in managing a diverse range of alternative asset classes, including private equity, credit, energy, infrastructure, and real estate. Established in 1976 and headquartered in New York, KKR has expanded its operations internationally, with offices in major cities across North America, Europe, Asia, and the Middle East. The firm aims to achieve attractive investment returns by employing a disciplined investment strategy and leveraging the expertise of its team. KKR manages a variety of funds, including hedge funds and specialized investment funds, designed to meet the needs of various clients, such as insurance companies, pension plans, and government entities. Additionally, KKR engages in direct lending and mezzanine financing, utilizing a combination of fundamental and technical analysis to inform its investment decisions. The firm is dedicated to promoting growth within its portfolio companies and actively contributing to the communities in which it operates.

Gramercy Europe

Gramercy Europe is a prominent investor and asset manager specializing in the acquisition and management of income-producing industrial real estate in Europe. The firm focuses on core-plus opportunities, primarily within the logistics sector, and targets high-quality tenants in major markets. In April 2019, Gramercy Europe was re-formed following the acquisition of a majority stake by Clarion Partners, enhancing its capacity to manage and grow its portfolio in the competitive European real estate market. Through strategic investments, Gramercy Europe aims to deliver value and stability to its investors while capitalizing on the growing demand for logistics facilities across the region.

500 Labs

500 Global, formerly known as 500 Startups, is a venture capital firm and incubator based in Mountain View, California, founded in 2010. The firm specializes in seed investments, primarily focusing on early-stage technology and financial services startups across various sectors, including biotech, e-commerce, fintech, and digital healthcare. 500 Global operates a four-month accelerator program, where it typically invests between $0.05 million and $1 million for a 5 to 10 percent equity stake in companies with at least $100,000 in monthly revenue. The firm targets a global market, with particular emphasis on regions such as the Middle East, Asia, Europe, and Latin America. Since its inception, it has invested in over 2,200 startups and supports the growth of innovation ecosystems through educational programs and partnerships. 500 Global also prioritizes investments in companies led by minority founders, reflecting its commitment to diverse entrepreneurial leadership.
Made 16 investments in Loan Portfolio

EBRD (Investment Firm)

The European Bank for Reconstruction and Development (EBRD) is an investment firm established in 1991 to support the development of market economies and democracies in Central and Eastern Europe and Central Asia. As the largest single investor in the region, the EBRD focuses on private enterprises, investing primarily in minority equity positions and participating in private equity funds that target medium-sized companies seeking expansion. The firm mobilizes significant foreign direct investment and provides project financing for a variety of sectors, including banking, industry, and municipal services. It collaborates with publicly owned companies to facilitate privatization and restructuring efforts. The EBRD operates in countries committed to democratic principles and emphasizes strong corporate governance and environmental respect in all its investments. With a portfolio exceeding €130 billion across over 5,200 projects, the EBRD has also extended its financing initiatives to the Middle East and Africa, leveraging its expertise to foster economic growth and transformation.
Made 2 investments in Loan Portfolio

DoubleLine

DoubleLine Capital LP is an employee-owned investment management firm based in Los Angeles, California, founded in December 2009. The firm specializes in managing fixed income and balanced portfolios for a diverse clientele that includes corporations, high net worth individuals, pension plans, foundations, and government entities. DoubleLine offers a range of services, including the management of mutual funds and investments in public equity, fixed income, exchange-traded funds, and alternative investments globally. The firm employs fundamental analysis using both top-down and bottom-up approaches to portfolio construction. Its investment strategies encompass various fixed income sectors, such as mortgage-backed securities, US government bonds, and international markets. Additionally, DoubleLine provides research and market insights through its research division, enhancing its investment decision-making process.

Apollo

Apollo is a global alternative asset manager based in New York, founded in 1990. The firm specializes in private equity, credit, and real estate, offering a diverse range of financial products including performing and non-performing loans, distressed debt, and structured credit. Apollo serves various industry sectors such as chemicals, consumer products, retail, oil and gas, and technology. It is known for its contrarian, value-oriented investment approach and has significant expertise in distressed assets. Apollo raises, invests, and manages funds for a wide array of institutional clients, including pension and endowment funds, while its executive management team oversees asset management activities. The firm has established a reputation for deploying capital efficiently across leading businesses, particularly in challenging market conditions.
Made 3 investments in Loan Portfolio

Liquid 2 Ventures

Liquid 2 Ventures is a venture capital firm founded in 2015 and based in San Francisco, California. The firm specializes in seed-stage investments, targeting technology startups across various sectors, including communications, biotechnology, artificial intelligence, and more. With a focus on pre-seed and seed-stage companies, Liquid 2 Ventures aims to support early-stage entrepreneurs in the United States as they develop innovative solutions and grow their businesses. The firm was established by Joe Montana, Mike Miller, and Michael Ma, bringing together their expertise to foster technological advancements and drive economic growth in the tech industry.
Made 6 investments in Loan Portfolio

Aspen Capital

Portland based investment firm.

Colony Capital

Colony Capital is a global investment management firm specializing in real estate and digital infrastructure. Founded in 1991 and headquartered in Los Angeles, the firm manages a portfolio valued at $46 billion, which includes over $20 billion in digital real estate investments through its Digital Colony platform. Colony Capital focuses on acquiring, originating, and managing a diverse range of real estate-related debt and equity investments. Its investment strategy encompasses various types of commercial real estate financing, such as mortgage loans, mezzanine loans, and bridge loans, as well as interests in single-family homes held as rental properties. The firm aims to achieve attractive risk-adjusted returns for its shareholders and limited partners.

Rialto Capital Management

Rialto Capital Management LLC is a real estate investment firm based in Miami, Florida, and serves as the investment arm of Lennar Corporation. Established in 2007, Rialto specializes in investing in distressed residential and commercial real estate assets, offering management, turnaround strategies, and multifamily workouts both in the United States and internationally. The firm is dedicated to raising, investing, and managing third-party capital, and it is involved in originating and securitizing commercial mortgage loans. Rialto operates with a vertically integrated platform that includes partnerships with institutional investors and structured transactions with regulatory bodies. The management team consists of experienced professionals with expertise in real estate, distressed debt, and loan origination, allowing Rialto to navigate various market cycles effectively.

Lægernes Pensionskasse

Full Investment Portfolio: Software - 0.01% Investments in Affiliated Companies - 62.39% Lending to Affiliates - 0.25% Investments in Associates - 3.15% Investments - 18.08% Unit Trusts - 2.99% Bonds - 11.28% Derivative Financial Instruments - 1.87% Founded in 1946, Lægernes Pension & Bank is a Danish retirement fund that provides doctors and their families with financial security by providing pension and other benefits.

PortfoLion Ltd.

PortfoLion Ltd. is a private equity and venture capital arm of OTP Bank Plc specializing in start-up and early venture investments. It considers investments in biotechnology, alternative energy resources, and information technology security sector. The firm prefers to invest in companies operating or based in Hungary. It seeks to invest between HUF 100 million ($0.52 million) and HUF 400 million ($2.06 million) in companies having enterprise value between HUF 300 million ($1.55 million) and HUF 2000 million ($10.32 million), sales value between HUF 100 million (0.52 million) and HUF 1500 million (7.74 million), and EBITDA between HUF 50 million (0.26 million) and HUF 500 million ($2.58 million). The firm seeks to exit its investments between three years and five years through a trade sale to another company or through an MBO. PortfoLion Ltd. was founded in 2008 and is headquartered in Budapest, Hungary with an additional office in Szombathely, Hungary.

Citi

Citigroup Inc. is a global diversified financial services holding company headquartered in New York, offering a wide range of financial products and services to consumers, corporations, governments, and institutions across multiple regions, including North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates through two main segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment provides traditional banking services such as retail banking, commercial banking, and credit card services to individual customers. In contrast, the ICG segment focuses on wholesale banking products and services, catering to corporate, institutional, public sector, and high-net-worth clients with offerings that include investment banking, corporate lending, cash management, and securities services. Founded in 1812, Citigroup has established a significant global presence, operating numerous branches primarily in the United States, Mexico, and Asia.
Made 2 investments in Loan Portfolio

Canada Mortgage and Housing

Full Investment Portfolio Cash and cash equivalents: 0.35% Short-term investments: 2.97% Securities issued: 9.22% Other securities: 42.24% Equities: 43.85% Infrastructure: 3.93% Real return securities: 12.19% Real estate, net of mortgages payable: 11.24%

Starlight Investments

Starlight Investments, founded in 1999, is a Canada-based investment firm that focuses on real estate asset management and investment, primarily in the commercial and multi-family sectors in the United States and Canada. The firm also operates as an investment bank, specializing in mergers and acquisitions, as well as private investments in public equities, catering to mid-stage, profitable companies. While Starlight's investment banking clients typically have annual EBITDAs of at least $3.5 million, the firm offers a range of corporate financial services to businesses of various sizes. Its recent projects include financing initiatives in diverse industries such as Energy, clean technology, and alternative fuels, with specific engagements like a geothermal project in Indonesia and a biodiesel plant in the Southeast U.S. Additionally, the Starlight U.S. Residential Fund targets multi-family assets across several states, with a structured investment horizon and potential extensions.

Wells Fargo Capital Finance

Wells Fargo Capital Finance, established in 1971 and based in Atlanta, specializes in providing flexible financing solutions to mid-sized and large businesses across the United States, Canada, and the United Kingdom. The firm offers a range of services including traditional asset-based financing, specialized senior and junior secured financing, accounts receivable financing, factoring, and supply chain financing. Its diverse clientele encompasses manufacturers, wholesalers, distributors, and service companies, with particular expertise in sectors such as healthcare, government contracting, consumer products, retail, software and technology, energy, oilfield services, staffing, and trucking and transportation. The division was rebranded in 2010 following Wells Fargo's acquisition of Foothill Capital Corporation in 2003.

Privatbank

Full Investment Portfolio: Long-term government bonds with an embedded option: 80.76% Middle-term government bonds denominated in foreign currency: 5.50% Short-term government bonds: 10.02% Long-term bonds issued by the State Mortgage Institution: 0.05% Premises: 0.86% Repossessed collateral: 0.79% Investment properties: 1.94% Assets held for sale: 0.07% Founded in 1992, PrivatBank is a commercial bank based in Ukraine. The firm offers range of banking services and products to their clients.