Invico Capital Corporation

Invico Credit
Opportunities LP

Invico Credit Opportunities (“ICOLP” or “the Fund”) is a private, open-ended limited 
partnership that seeks to preserve capital and generate consistent USD-denominated 
income by investing in senior secured corporate debt across North America. These
facilities are typically first lien senior secured investments marked daily by a third party and traded over-the-counter (“OTC”) through an institutional market. With a strict focus 
on risk-managed credit selection, ICOLP targets overlooked segments of the syndicated loan market to deliver high current yield and alpha through disciplined underwriting. The Fund is diversified, industry agnostic, and is primarily invested in US-domiciled
companies.

Why

Why Choose ICOLP?

Secure, Contractual Yield & Fundamental Analysis

The majority of income for end investors typically comes from contractual interest paid by the companies in which the Fund invests. ICOLP provides access to a large and growing investment universe exceeding $3T in an asset class that has existed for decades but remains relatively unknown due to its traditional restriction to institutional investors. The Fund targets smaller, underfollowed credits that require rigorous analysis, offering yield potential without sacrificing credit quality.

Diversification &

Liquidity

The portfolio consists of predominantly USD-denominated, senior secured investments across diversified sectors. Investors benefit from capital structure seniority, monthly USD income, low-interest rate sensitivity, institutional OTC-traded loan liquidity, and third-party daily valuations.

Experienced

Management

Backed by a seasoned investment team with over 100 years of combined credit and underwriting experience, the Fund is actively managed to navigate changing markets, minimize risk, and uncover overlooked value.

What Are
Syndicated Loans?

Syndicated loans are the core assets in ICOLP, 
offering strong security and potentially high returns.

What Are Syndicated Loans?

Syndicated loans are loans provided by a group of lenders (a syndicate) to a borrower, typically for large financing needs. These loans are typically first-lien, senior secured, and floating rate, offering priority repayment in case of default.
The company engages an agent bank to syndicate the loan through a new issue, or “primary,” transaction. The bank also 
administers the pro rata distribution of interest and principal to participating institutions. Once priced in the primary market, the loans trade in the secondary market, typically in $1MM increments.
As an investor in ICOLP, you gain exposure to high-quality syndicated loans from North American corporations that are
typically rated by S&P or Moody’s. These loans are actively 
managed to reduce risk and capture attractive returns.

The Advantages 
of Syndicated Loans

Priority Repayment: Being senior-secured means the loans are 
first in line for repayment in case of default, reducing risk.
Floating Rate: Floating-rate loans reduce interest rate sensitivity 
(duration), allowing the manager to focus on the underlying 
business fundamentals to help drive returns.
Diversification: Syndicated loans provide diversification across 
industries and borrowers, which reduces concentration risk.

Fund Overview

Invico Credit 

Opportunities

LP Overview

Portfolio Overview

ICOLP focuses on syndicated corporate credit opportunities in the U.S., with a preference for secondary market investments in sub-$1Bn loan facility sizes. The Fund targets mispriced, senior secured, first lien loans issued by borrowers with sustainable free cash flow and a low net debt/EBITDA multiple. The portfolio emphasizes identifying loans priced below par with the potential for capital gains, while applying disciplined underwriting that includes fundamental credit analysis, active monitoring, and a focus on liquidity and downside protection. The Fund seeks to deliver alpha by generating more yield than comparable benchmarks with less risk as defined by a net debt/EBITDA multiple.

Fund Details

Fund NameInvico Credit Opportunities LP
Fund TypePrivate Limited Partnership
Inception DateApril 23, 2025
Assets Under ManagementUS$130 million as at September 30, 2025
Fund ManagerInvico Capital Corporation
Available UnitsSeries IU – ICC800IU
Series FU – ICC800FU
Series AU – ICC800AU
Investor EligibilityCanadian accredited investors under applicable securities law
DistributionsMonthly
PurchasesMonthly
NAV ReportingMonthly
RedemptionsQuarterly
Management FeeSeries IU: 0.70%
Series FU: 0.95%
Series AU: 0.95%

Please refer to the Fund Facts for additional information and disclosures.

Strategy Performance

Asset Strategy Performance (Prior to Spinout)
 Annualized Return1
ICOLP (Prior Fund)215.2%
Morningstar LSTA US Leveraged
Loan Index Total Return3
8.0%
Series IU Performance – Monthly Total Return
May 20251.74%
June 20251.52%
July 20251.22%
August 20251.61%
September 2025-4.26%

1 Represents performance from October 10, 2023, to April 30, 2025.

2 Represents the cash internal rate of return on equity of all investments from October 10, 2023, to April 30, 2025, inclusive of debt facility draws, interest paid, and facility standby fees. Portfolio holdings are valued at the midpoint of the bid–ask spread. Returns include accrued interest from holdings, accrued interest expense, and are shown gross before fees.

3 Annualized returns of the Morningstar LSTA US Loan Index from October 10, 2023, to April 30, 2025, as per Bloomberg. The Morningstar LSTA US Leveraged Loan Index is a market value weighted index designed to measure the performance of the US leveraged loan market. To be included in the index loans must (i) be non-investment grade (BB+ or lower), (ii) be senior secured, (iii) be USD-denominated, (iv) have a minimum one-year initial term, (v) have a minimum initial spread of 125bps, (vi) have a minimum initial issue size of $50MM, and (vii) must not be payment-in-kind loans. To date, the investment strategy performance has been 100% invested in non-investment grade securities, over 90% in debt facilities that are senior secured, 100% in USD-denominated securities, 100% in securities with a minimum one-year initial term, and 100% in securities with an initial issue size greater than $50MM.

Fund Materials

Contact us to receive a copy of the Fund Facts.

Investments

Where We Focus
Our Investments

Corporate

Credit

We specialize in non-investment grade corporate credit, specifically focusing on first-lien syndicated loans to U.S. corporations.

Smaller, Undervalued

Opportunities

We target smaller loan tranches (typically between $500MM and $1Bn in size) where credit analysis can uncover pricing inefficiencies, offering high yields with manageable risks.

Active

Management

The Fund’s strategy emphasizes security selection and active, hands-on monitoring of investments, aiming to capitalize on market inefficiencies while avoiding loans with weak free cash flow or excessive leverage.

How

How to Invest

Invico offers flexible investment options for both institutional and individual investors.

Institutional Investors & Financial Advisors

Connect with our sales team to learn more about incorporating Invico’s alternative investment funds into your portfolio.

Individual

Investors

Speak to your financial advisor about investing in IDIF and other Invico funds.

Offering

Documents

Contact us to schedule a call with our syndicated credit team to learn how you can gain access to ICOLP.

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Get in Touch

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