ValueFinity’s Credit & Special Situations strategy targets mispriced capital structures, distressed or transitional balance sheets, and opportunistic lending scenarios across public and private markets. Drawing on deep restructuring experience and macroeconomic insight, we deploy capital where complexity creates a competitive moat—and where disciplined underwriting unlocks outsized risk-adjusted returns. This strategy serves as a natural complement to our equity and real asset allocations, offering downside protection, current income, and optionality during periods of market stress.

Areas of Expertise

Distressed Debt & Restructuring

We identify undervalued debt instruments in companies undergoing operational or financial transformation, often securing equity conversion rights or control positions.

Structured Credit & Securitized Products

Our team analyzes complex credit wrappers and asset-backed vehicles to isolate durable income streams with transparent collateral.

Private Credit in Emerging Markets

We selectively lend to institutions and developers in stable emerging economies with strong legal frameworks and hard-currency revenue streams.

Direct Lending to Mid-Market Enterprises

We provide senior and unitranche financing to resilient private businesses with strong cash flow coverage and defensible market positions.

Special Situations in Real Estate Capital Stacks

We deploy preferred equity, mezzanine debt, and rescue capital into high-quality assets facing temporary liquidity constraints.

Event-Driven Arbitrage

We capitalize on pricing dislocations triggered by mergers, spin-offs, regulatory shifts, or litigation outcomes across global markets.

Our Fields

Our credit activities span North America, Western Europe, and select APAC jurisdictions with robust creditor rights. We focus on sectors exhibiting structural demand—healthcare, logistics, essential housing, and digital infrastructure—where underlying cash flows can support debt service even in downturns. Every credit investment is stress-tested against multiple default and recovery scenarios, ensuring alignment with our capital preservation mandate.

 

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