Fair Oaks Capital

Overview

Established in 2013, Fair Oaks Capital is an independent asset management and advisory firm specializing in corporate credit markets, particularly collateralized loan obligations (CLOs) and secured loans. Operating from offices in London and New York, the firm manages assets exceeding $3 billion for a global client base. Fair Oaks Capital has a notable track record, having launched the first global CLO UCITS fund in 2016 and the first European-domiciled CLO ETF in 2024, thereby pioneering diversified CLO portfolios in actively managed fund and ETF structures for European investors. The firm's investment approach focuses on generating attractive risk-adjusted returns by capitalizing on market inefficiencies, leveraging in-depth research expertise across credit products. Fair Oaks Capital primarily serves institutional investors, including pension funds, insurance companies, and other professional investors, aiming to provide long-term stewardship of clients' capital. The firm's commitment to diversity is evident in its workforce, which includes professionals from approximately nine nationalities and twelve languages and cultures. Fair Oaks Capital also engages in community initiatives, such as collaborating with IntoUniversity, a charity supporting young people from less privileged backgrounds, offering financial support and mentoring programs to assist students in transitioning to higher education. This reflects the firm's dedication to social responsibility alongside its financial objectives.

Investment Focus

• Institutional investors
• Pension funds
• Insurance companies
• Professional investors