Global Expertise Across Credit Strategies

Oz Management’s credit platform is comprised of three integrated pillars: Opportunistic Credit, Institutional Credit Strategies (ICS) and Private Credit. Within Opportunistic Credit, we invest in complex situations across global corporate and structured credit markets, including liquidations and restructuring. Institutional Credit Strategies is our performing credit platform through which we issue and manage portfolios of loans and other assets. Private Credit provides direct financing to borrowers, primarily in Europe.

Credit Strategies Schematic Credit Strategies Schematic
$18.7 billion

Assets under management in Oz Management's dedicated credit products as of September 30, 2018

Assets under management in Oz Management's dedicated credit products as of September 30, 2018

Opportunistic Credit

Opportunistic Credit seeks to generate strong risk-adjusted returns by capturing value in mispriced investments across disrupted, dislocated and distressed situations. Our Opportunistic Credit team conducts extensive fundamental diligence to underwrite collateral, assess downside risks and identify catalysts. In many cases, we actively seek to engage in enforcing creditor rights and other legal strategies to drive value creation.

Credit Leadership

Jimmy Levin Chief Investment Officer

Brett Klein Head of U.S. Corporate Credit

Akhil Mago Head of U.S. Structured Credit

Mathieu Clavel Head of Europe and Asia Corporate Credit

Nim Sivakumaran Head of European Structured Credit

Adeel Shafiqullah Senior Portfolio Manager, Institutional Credit Strategies - Europe

Peter Polanskyj Head of CLO Origination

Our Approach

There are a number of principles that define our Opportunistic Credit approach:

Dynamic

Shift capital across U.S. and European structured, corporate and other credit markets to what we believe to be the most attractive investment opportunities

Active

Defend creditor rights, direct liquidations, navigate restructuring processes and implement legal strategies designed to unlock and enhance value

Contrarian

Unlock value that is uncorrelated with the market by seeking to buy when others sell and sell when others buy

Investment Characteristics:

Complex

Provide solutions/liquidity in complex, misunderstood and less followed situations

Process-Driven

Identify catalysts that may drive changes in value

Institutional Credit Strategies

Institutional Credit Strategies (ICS) invests in performing credit, including leveraged loans, high-yield bonds, private credit/bespoke financings and investment grade credit via collateralized loan obligations (CLOs) and other customized solutions for clients. ICS implements a research-driven, bottom-up investment process with a focus on downside protection, optimization, superior credit selection and active portfolio management.

Growth in ICS

Launched in May 2012, the ICS platform manages approximately $13.1 billion in assets under management as of September 30, 2018.

2011 $0
2012 $975.8 M
2013 $2.6 B
2014 $5.2 B
2015 $7.2 B
2016 $8.0 B
2017 $10.1 B
2018 (Sep 30) $13.1 B
28

Cumulative vehicles launched since the inception of ICS in May 2012

$13.1 billion

Assets under management in ICS as of September 30, 2018

Cumulative vehicles launched since the inception of ICS in May 2012

Assets under management in ICS as of September 30, 2018

Private Credit

Private Credit provides customized capital solutions to borrowers across the capital structure working in partnership to unlock value-creating opportunities. Our Private Credit team seeks to leverage the Firm’s platform to source and underwrite opportunities generating attractive risk adjusted returns. The investment strategy is based on extensive due-diligence and fundamental analyses on credit, industry, assets, structure and legal documentation to protect our capital. We actively work with borrowers throughout the lifecycle of an investment to drive a successful outcome.

Important Information and Disclosures

THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT OR OTHER PROFESSIONAL ADVICE. This video has been prepared by Och-Ziff Capital Management Group LLC (together with its affiliates, “Oz Management”), and the information contained herein is not intended to be taken by, and should not be taken by, any individual recipient as investment, legal, accounting, tax or other professional advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security; no fiduciary, advisory or client relationship is created through this video. For information about Oz Management’s business, including risks and financial information, please refer to our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission.

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