Credit Funds

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Credit Funds, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Khajuria: Distressed credit funds take 10%+ risk for 6-7% LP returns
“Because I, you know, if you take a distress fund or a credit fund, a lot of the things I've been offered, they're taking 10 plus percent risk at least, but they're offering six, seven. Doesn't make sense.”
Sachin Khajuria Dec 5, 2022 ▶ 49:52 Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Libby: Non-Mega Mid-Tier Credit Funds Face a Competitive Disadvantage
“I actually think bigger credit funds that aren't the biggest are actually, in my opinion, a competitive disadvantage because they don't have the cheapest cash capital and they can't be nimble anymore.”
Billy Libby May 23, 2022 ▶ 42:37 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
Closed-End Credit Funds Suffer Adverse Selection From Early Refinancing
“The problem, if you think about it, think about the loans you make in years three and four. Usually they have a year or two years of call protection. A lot today have only a year. So what happens is if a company does well, they refinance you out. And so you ha…”
Doug Ostrover Jul 26, 2021 ▶ 42:00 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

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