Income Investors
Aiming to provide investors a differentiated income stream by creating innovative solutions focusing on credit fundamentals
Top-Down Meets Bottom-Up
Southern Oak Capital believes in a top-down (macroeconomic) outlook to drive portfolio optimization met with a bottom-up (fundamental) and value orientated analysis that is designed to generate alpha.
Top-down analysis utilizes Southern Oak Capital’s macroeconomic outlook and research to locate industries and asset classes positioned to benefit from economic tailwinds.
Bottom-up analysis utilizes cash-flow oriented models to identify and underwrite investments.
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Purchasing existing LP interests in established private credit managers. SOC separates itself from other secondaries managers by focusing on credit fundamentals first.
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Invests primarily in fixed income instruments such as High Yield Notes and Leveraged Loans. Can go both long and short attempting to mitigate volatility and drive alpha. Aims to outperform benchmarks through fundamental analysis.
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Invests in both public and private U.S. commercial real estate equity and debt instruments. Focusing on tenant and asset credit fundamentals.