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

Investment Approach

Philosophy

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.

Process

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.

Risk Management

Sycamore Tree’s Approach to Risk Management

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Socially Responsible Investing

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

We believe companies’ long-term success and credit quality is influenced by these factors.

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