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Global Private Finance

  • AUM $11.7 billion
    (30 June 2019)
  • Vehicles Available
    • Separate Account
    • Commingled Funds 
 

Investment Philosophy

We believe a solutions focused culture, a partnership approach, an ability to source diverse investment opportunities through global networks, and the capability to maximize value through an entire investment life-cycle are the keys to generating attractive risk-adjusted returns in this asset class.

Investment Criteria

  • EBITDA $/€5-75 million (and larger in Asia Pacific) 
  • Enterprise values of $/€25-500 million
  • Private companies in a broad range of industries

 

Direct Lending Solutions

  • Senior secured loans
  • Second lien
  • Unitranche
  • Mezzanine debt
  • Equity co-investments

Our Value Add

  • Direct Origination: We source global investment opportunities across a spectrum of risk/return profiles. We directly originate and underwrite every deal we invest in and have the ability to create highly customized portfolios to meet various investor needs.
  • Scale and Expertise: Large, global team and 20+ years of experience as a consistent leader in the market all supported by Barings’ global enterprise and corporate infrastructure.
  • Alignment of Interest: We typically invest our own capital alongside our clients.
  • Local Teams with Global Perspective: Global deal flow sourced through local relationships allows us to access opportunities with attractive risk-adjusted return and relative value
  • Partnership-based Investment Approach: Long relationships include L.P. commitments to buyout funds and recurring deals with sources.
  • Proven track record across regions, asset classes and credit cycles.


Where We Invest

  • North America
  • Europe
  • Developed Asia
  • Australia / New Zealand

Portfolio Managers

Shane Forster

Shane Forster

Ian Fowler, CFA

Ian Fowler, CFA

Terry Harris

Terry Harris

Eric Lloyd

Eric Lloyd

Robert Shettle, CFA

Robert Shettle, CFA

Adam Wheeler

Adam Wheeler

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The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions. 

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