BC Partners Opportunistic Credit Interval Fund (SOFIX)

Opportunistic credit strategies continue to experience secular tailwinds, driven by the retrenchment of traditional lenders, increased demand for bespoke financing, and elevated dispersion in credit markets.

BC Partners views the current uncertain macro environment as a particularly attractive backdrop for credit deployment, with growing dislocations across both primary and secondary markets in both public and private credit.

BC Partner’s SOFIX strategy targets more complex investments in less trafficked segments of the credit market. These investments can include bespoke capital solutions for non-sponsor middle-market borrowers, specialty lending (e.g. equipment leasing, aircraft finance, NAV-based loans, etc.), and dislocated or stressed investments in mispriced publicly traded senior secured credits.

With rising capital needs among borrowers and uneven capital availability, the macro environment presents a favorable landscape for credit managers with origination capability, flexible mandates, and underwriting discipline.

BC Partners Credit is part of BC Partners, a global private investment firm founded in 1986 with over $40 billion in assets under management. The BC Partners Credit platform started in 2017 and manages over $8.7 billion across private lending, opportunistic credit, and various asset-backed investments.

SOFIX is the evergreen version of BC Partners Credit’s Special Opportunities Funds. The BC Partners Credit team includes 49 investment professionals with deep expertise in sourcing, underwriting, and managing credit investments through various credit cycles.

SOFIX pursues an “all-weather” opportunistic credit strategy targeting high risk-adjusted returns through three strategies: 1) private lending and structured equity; 2) specialty lending; and 3) dislocated liquid credit.

SOFIX focuses on downside-protected lending opportunities in the U.S. and European middle markets, with flexibility to rotate capital across public and private markets depending on relative value.

Visit BC Partners to learn more about SOFIX.