Private Credit Strategy
Private Credit Strategy

Private Credit Strategy

 
 
 
Summary

The Private Credit Strategy, managed by Morgan Stanley Private Credit, is an investment platform for mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe. Through a rigorous credit-centric and disciplined investment process, Private Credit seeks to create value as a long-term partner for financial sponsors and companies throughout an investment’s life cycle.

Click the "View Team Details" link below to learn more about Morgan Stanley Private Credit.

 
 
Investment Professionals  View Team Details >
Thomas Bergen
Managing Director, Portfolio Manager
22 years industry experience
Henry D'Alessandro
CIO, Credit Partners and Senior Loan
27 years industry experience
Jeff Day
Managing Director
20 years industry experience
Ashwin Krishnan
Managing Director, Portfolio Manager
18 years industry experience
Jeff Levin
Managing Director | Portfolio Manager and Head of Direct Lending
17 years industry experience
Debra Abramovitz
Executive Director
31 years industry experience
Fay Chen
Executive Director
15 years industry experience
William Gassman
Executive Director
18 years industry experience
Orit Mizrachi
Executive Director
25 years industry experience
Jason Neider
Executive Director
14 years industry experience
Hart Orenstein
Executive Director
14 years industry experience
Nick Romig
Executive Director
13 years industry experience
Thomas Gengler
Executive Director
10 years industry experience
Jiseop Bae
Jiseop Bae
Investment Professional
Katarina Bridova
Katarina Bridova
Investment Professional
Griffin Coakley
Griffin Coakley
Investment Professional
Jamie Hanfling
Jamie Hanfling
Investment Professional
Jon Spivak
Vice President
11 years industry experience
Aleksandar Nikolic
Aleksander Nikolic
Investment Professional
 
 
 
 

As of 09/30/2017. Team information may change from time to time.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

This is prepared for sophisticated investors who are capable of understanding the risks associated with the investments described herein and may not be appropriate for you.  The information presented represents how the portfolio management team generally implements its investment process under normal market conditions.

All information provided has been prepared solely for information purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.  There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market. 

Any views and opinions provided are those of the portfolio management team and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring. The views expressed do not reflect the opinions of all portfolio managers at Morgan Stanley Investment Management or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes.  Past performance is no guarantee of future results.

Real estate values are affected by many factors including interest rates and property tax rates, zoning laws, changes in supply and demand, and in the local, regional and national economies.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

Funds of funds often have a higher fee structure than single manager funds as a result of the additional layer of fees. Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

A separately managed account may not be suitable for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

 

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