Investment Platforms

Through its various investment platforms, Octagon seeks to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon’s investment platform is stratified into distinct strategies, characterized by the fund’s/account’s primary investment focus: 

• Liquid Credit: Primarily broadly syndicated loans (also known as BSL, senior secured loans, bank loans, or leveraged loans) and high yield bonds.
• Structured Credit: Debt and/or equity securities (also known as notes or tranches) of CLOs managed by third-party collateral managers. Octagon invests in rated CLO debt tranches across the ratings spectrum/CLO capital structure, and in CLO equity tranches.
• Multi-asset Class Credit: May invest across BSL, CLO debt, CLO equity, high yield bonds, and/or stressed/distressed assets (in accordance with the respective fund’s/account’s investment guidelines).
• Private Credit: Direct lending, including revolving credit facilities, delayed draw term loans, and first lien loans