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Liquid Loan Investment Strategies

NewStar’s liquid credit strategies investment platform, NewStar Capital LLC, was formed through the acquisition of FOC Partners in 2015. The team manages more than $2 billion of assets across seven CLOs employing investment strategies focused on broadly syndicated loans. Through a fundamental, bottom-up approach to credit analysis and active portfolio management, NewStar Capital’s investment team identifies attractive relative value opportunities across non-investment grade asset classes, industry sectors and issuers to generate attractive risk-adjusted returns for investors.

NewStar uses independent, proprietary, fundamental research to inform and guide investment decisions. Our investment approach focuses on the valuation of companies and securities, determined by the rigorous analysis of income statements and balance sheets to provide a margin of safety, while also striving to achieve superior, long-term performance with less than commensurate risk.

NewStar has attracted, retained and developed high quality investment talent with expertise in valuation, trading, structuring, credit and equity analysis. These skill sets are optimized across the firm’s strategies and products. The investment process is defined by a team approach supported by credit-oriented proprietary research with an emphasis on value. This collaborative process creates a knowledge advantage, which helps to identify market inefficiencies, capture value and produce attractive risk-adjusted absolute returns, while limiting potential loss exposure. With a clear common purpose, our team approach aligns our resources and efforts to drive investment performance for the benefit of our clients.

Investment Products

  • Collateralized loan obligations (CLOs)
  • Separately-managed accounts (SMAs)
  • Retail loan funds/UCITS

 

 

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