Newstead applies an entrepreneurial
approach to identifying and executing niche opportunities across public and
private credit.
Newstead
has also advised on capital structure, capital raising and a range of debt
market transactions.
Advisory
•
Newstead offers Separately Managed Accounts for Institutional Investors with
bespoke risk/return profiles
• Newstead advised a large credit manager on an acquisition of a £700m credit
portfolio and its subsequent ongoing management and monitoring.
• Issued ABS bonds and structured private facilities of over £5bn
• Created several loan origination businesses which combined originated over
£3bn loans
The
strategy may also involve acquiring existing portfolios where lenders face
balance sheet constraints or deleveraging pressures. Leveraging portfolio
analytics and valuation expertise, Newstead identifies pools with attractive
risk-reward characteristics and submits competitive bids to sellers.
SOF
Special
Opportunities Fund
SOF is a
Guernsey-based, seven-year closed-ended fund (First Close: March 2023)
targeting 8–10% returns.
The
strategy combines debt and equity investments in sustainable opportunities,
prioritising debt investments with strong downside protection alongside
equity investments with long-term growth potential.
Investments
are selected where the manager believes the underlying opportunity makes a
positive contribution to, or significantly reduces harm to, the natural
world.
Authorised Expertise in Private Credit Markets
Regulated investment management and advisory services for institutional asset-backed lending strategies.
