Loan based film fund
The fund will not depend on the commercial success of the film to recoup its investment
Niche - based on their experience and understanding of the film and television industries, the fund has identified an opportunity in the market, that provides selected, lower risk funding at premium pricing to productions with budgets of up to USD30mn
Hard asset based - land; dairy, cattle arable farming fund
Ownership of land in combination with farming
Return drivers: productivity increases
Move to production systems with a higher value added per hectare
Production system arbitrage: transfer of state-of-the-art management systems to areas with a cheaper resource base
Alternative Finance Fund
• Invests in fully collateralised promissory notes issued by US counterparty borrowers
All investment transactions are independently sourced and negotiated - exploiting either supply demand imbalances, or structural inefficiencies
Insights on ABL strategies - is performance holding up?
In most cases even within a geographic region each investment will rise or fall on its own merits. The biggest correlation is on any equity component that may be part of an ABL deal.
Obviously if we enter into a protracted recession corporate loans could come under pressure. Having said that, the great thing about asset based lending is that each fund has their own way of structuring deals to protect capital and make sure the debt is current...
|
RSS
