Leaders in Syndicated Credit
Diversified income via senior secured syndicated credit opportunities targeting established corporations with transparent asset valuations.
Why Syndicated Credit?
Syndicated credit offers investors access to institutional public credit through broadly syndicated loans (“BSLs”), where an investment fund participates in a portion of a larger term loan facility. These corporate debt opportunities are marked to market daily and can provide income, diversification, and resilience across market cycles.
Within a portfolio, BSLs may help investors diversify beyond traditional bonds and private credit by providing access to large, established corporate borrowers through loans that are typically senior in the capital structure. Because many syndicated loans are floating-rate, the strategy can also offer reduced interest rate sensitivity compared to fixed-rate bonds. For investors seeking income with a focus on credit quality, liquidity, and active loan selection, BSLs can serve as a useful component of an allocation to fixed income or alternatives.
Key benefits include:
Diversification beyond traditional public equities and bonds.
Daily third-party loan valuations
Access to senior secured loans with large corporate borrowers
Established secondary trading market offering greater liquidity
Invico's Approach to Syndicated Credit
Our strategy focuses on performing credit within established corporations rather than distressed situations or startups. From a return perspective, we prioritize contractual interest income with capital appreciation as a secondary consideration, typically realized through a refinancing or other exit event.
Our investment team brings deep expertise in credit underwriting and portfolio management, applying a disciplined and fundamental bottom-up approach to each opportunity. This strategy is supported by two major Canadian institutions, acting an endorsement of our investment process that also enhances scale and stability for investors.
Our syndicated credit strategy prioritizes:
What We Target
We primarily invest in senior-secured, first-lien loans in the secondary market, typically in facilities ranging from $500 million to $1 billion.
Our approach is grounded in fundamental analysis, targeting mispriced corporate loans that are backed by resilient businesses and strong structural protections.
For Investors
Exposure to senior secured, non-investment-grade corporate credit
Floating-rate loans with reduced interest rate sensitivity
Diversification across industries and borrowers to help reduce concentration risk
What We Avoid
Highly leveraged businesses
Borrowers without sustainable free cash flow
Companies facing a challenging path to a refinancing
Invest in Syndicated Credit with Invico
We provide access to syndicated credit through investment solutions designed for both institutional and individual investors. The following funds are either dedicated to syndicated credit or include it as a core element of the portfolio:
Invico Credit Opportunities LP
Invico Credit Opportunities offers access to senior secured debt while providing consistent income and capital preservation.
Invico Diversified Income Fund
The award-winning Invico Diversified Income Fund provides access to a mix of debt, credit, and energy assets while offering monthly income.
Contact Our Investment Sales Team
Interested in learning more about investing with Invico? Our team is here to answer your questions and guide you through the process. Whether you’re a financial advisor, institutional investor, or family office, we’re happy to provide insights on our investment solutions. Contact us, and a member of our Investment Sales Team will get in touch with you.