Strategies that seek to leverage the Investment Team's best ideas by employing flexible mandates to exploit relative value opportunities across corporate credit and structured credit.
| Focus | Vehicle Availability | |
|---|---|---|
| Palmer Square Opportunistic Credit Strategy | Income/Capital Appreciation, Relative Value Credit | Private Fund (Onshore, Offshore/Tax-Exempt), Managed Account, Interval Fund |
| Palmer Square Multi-Asset Credit Strategy | Income/Capital Appreciation, Multi-Asset Credit | Private Fund (Onshore), Managed Account |
Strategies that seek to leverage Palmer Square's deep expertise within structured credit to exploit opportunities in CLO debt.
| Focus | Vehicle Availability | |
|---|---|---|
| Palmer Square CLO Debt Strategy | Income/Capital Appreciation, Mezzanine CLO Debt | Private Fund (Onshore, Offshore/Tax-Exempt), Managed Account |
| Palmer Square Senior CLO Debt Strategy | Income/Capital Appreciation, Senior CLO Debt | Private Fund (Onshore), Managed Account |
Strategies that seek to provide diversified access to an expanded set of credit opportunities while generating income, some potential for total return, and minimizing interest rate duration.
| Focus | Vehicle Availability | |
|---|---|---|
| Palmer Square Income Plus Strategy | Income, Low Duration, Multi-Asset Credit, Predominately Investment Grade | Private Fund (Onshore, Offshore/Tax-Exempt), Managed Account, Mutual Fund, Collective Investment Trust |
| Palmer Square Ultra-Short Duration Investment Grade Strategy | Income, Low Duration, Multi-Asset Credit, 100% Investment Grade | Mutual Fund, Managed Account |
| Palmer Square Floating Rate Strategy | Income, Broadly Syndicated Bank Loans | Private Fund (Onshore), Managed Account |
Strategies that provide investors access to Palmer Square's direct lending opportunities and to invest alongside Palmer Square in the Firm's robust structured credit issuance platform.
| Focus | Vehicle Availability | |
|---|---|---|
| Guilford Capital® Credit Strategy | Long Term Capital Appreciation, CLO Equity | Private Fund (Onshore, Offshore/Tax-Exempt), Managed Account |
| Palmer Square Senior Loan Strategy | Income, Bank Loans | Private Fund (Onshore), Managed Account |
| Palmer Square Private Credit Strategy | High Income, Total Return | Private Fund |
| Static CLO Equity | Total Return, Serial Issuance, Shorter Life, Higher Quality | Co-Investment, Managed Account |
| Structured Credit Issuance | Total Return, Opportunistic Issuance, Long Volatility | Co-Investment, Managed Account |
We are defined by our philosophy and guided by our business principles as we invest and serve clients globally.
ANGIE K. LONG, CFA
Chief Investment Officer/Portfolio Manager
$32+ Billion
APPROX. FIRM AUM
32
INVESTMENT PROFESSIONALS
100%
MANAGEMENT OWNED
95%
CLIENT RETENTION RATE