We believe that Acer Tree’s access to public and private credit markets enables us creates a wider opportunity set for our investors. We currently manage the Acer Tree Credit Opportunities Fund and the Logic Lane CLO 1.
Long / short credit strategy focusing on European liquid Investment Grade, High Yield, Leverage Loans, Special Situations and related derivatives
We combine fundamental analysis with technical and trading strategies
- Relative value
- Capital structure arbitrage
Acer Tree CLO Platform
CLO manager focusing on detailed credit analysis incorporating quantitative and qualitative factors:
- Fundamental selection based on asset coverage and cash flow ratios;
- Return of capital and building value over the medium and long- term;
- Sell discipline when analysis indicates significant short fall in cash flow or impairment
Our Investment Philosophy
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Focus on companies with solid asset coverage and cash-flow Sector and market expertise identifies RV opportunities Sell discipline when fundamental analysis indicates significant short fall in cash flow or impairment
Detailed capital structure and documentation analysis Bottom-up credit analysis incorporating jurisdictional and qualitative factors Return of capital (building par) important over the medium and long term
Engage and work with business owners and management teams Strong sell-side/buy-side contacts and dialogue Dynamic team culture
ESG Policy, UN PRI Signatory and Implementing SFDR disclosure on CLOs Exclusion list for CLO, consideration in every investment