Osmosis Private Debt Strategy
Capture the Transition – Sustainable Investing drives Alpha
Sustainability drives Performance
Our Private Debt Strategy seeks to provide strong investment returns via investment in mid-market corporate loans. We focus on private debt sourced by local banks and sponsored transactions, with some room for leveraged loans. Our disciplined top-down and bottom-up credit selection and research is similar to our approach in the public markets, with a strong emphasis on capital protection. Our sustainable investment philosophy is central to our investment process, which directly targets alpha through financially healthy companies which are preparing for the transition to a more sustainable economy.
Our investment approach, refined over two decades and explored in Verberk’s 2024 book “Bias,” balances global economic analysis with detailed company research. Company research embeds the negative externalities these will face due to inevitable policy responses. It makes them better prepared for the future.
We believe sustainability directly contributes to performance outcomes. Our methodology prioritizes forward-looking green capital investments over conventional ESG metrics or exclusions, delivering more substantive sustainable results for our clients, certainly for this asset class.
Reasons to Invest
Process
Our approach combines a “winning by not losing” philosophy and market cycle research. We believe sustainability directly drives performance results – not through simple exclusions, but by identifying meaningful forward-looking green capital investments and pricing negative externalities.
Parent
Osmosis IM NL operates alongside Osmosis IM UK, a €18bn sustainable equity specialist. Both companies share operational excellence, sustainability insights, and distribution capabilities while maintaining distinct investment focuses.
People
Our team brings over 20 years of experience per professional, combining long-term perspective with passion for sustainable investing and credit management. All team members have equity participation, aligning our interests with long-term client outcomes.
Proprietary Data
We leverage proprietary data frameworks and advanced reporting capabilities while dramatically enhancing productivity. Our technology-driven approach enables two concrete client benefits: lower fees and better research.
Performance
The team is known for several business cycles without credit defaults or distressed sales. Performance is focused on credit risk and no other performance drivers are relevant. The team embraces AI for deeper, faster and non-linear research embedded in traditional research.