Alternative Fixed Income

Distressed Debt, Structured Credit and Direct Lending

Objective

Our three alternative fixed income strategies – distressed debt, structured credit and direct lending – each invest in a diversified pool of non-traditional credit funds with the aim of generating attractive total return through both income and capital appreciation over the long term.

Philosophy

In our view:

alternative fixed income markets are often less efficient and more labour-intensive than traditional credit markets, with, typically, higher barriers to entry;
for each portfolio it is possible to reduce overall risk by creating diversified pools of specialist credit managers with complementary expertise and approaches; and
each of these strategies can generate enhanced returns versus traditional fixed income.

Approach

Our experienced team manages, multi-manager portfolio’s for distressed debt, structured credit and direct lending. The team follows a disciplined, structured process designed to:

enhance diversification and reduce concentration risk to specific companies, sectors, geographies or managers;
enable access to best-in-class specialist managers not always available to other investors; and
deliver an enhanced liquidity profile for our investors, while giving them immediate investment exposure.

Alternative Fixed Income Insights

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Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library

Go to fund library

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Our team

Roul Haerden

Theo Nijssen

Rayane Cheniouni

Wouter van der Stee

Mark Prins

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.