At Sycamore Tree, rigorous, fundamental credit research is at the core of our investment process across all of our strategies.

Investment Approach


A key to successful investing involves managing risk across market cycles.

Given the asymmetric risk and return intrinsic to debt investing, our consistent focus is capital preservation.


Sycamore Tree’s proactive, value-oriented portfolio management is based upon a process that combines deep bottom-up credit analysis of companies and industries with a top-down assessment of macro-economic trends.

Our investment process is a methodical and collaborative process that leverages the firms’ significant experience and resources. Investment decisions are made with the input of research, portfolio management, trading and investment committees in order to assess relative value within and across the markets.

Risk Management

Risk management is integral to our entire investment process. Risk is measured, monitored and managed both at the investment level, as well as at the portfolio level – delineating fundamental, market and liquidity risks.

Sycamore Tree’s Approach to Risk Management


Socially Responsible Investing

As an important part of our investment process, we analyze companies’ strengths and weaknesses related to their commitment to financial, human, social and environmental stakeholders.

We are a signatory to the Principles for Responsible Investing and believe companies’ long-term success and credit quality is influenced by these factors.

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