Welcome to Javalyn Partners

31 July 2021

Investment Thesis

  • Infrastructure investors have been attracted to this asset class because it provides essential services to communities and businesses across many industries  and therefore generates stable cash yields and predictable returns
  • Based on S&P and Moody’s analyses over many decades, infrastructure senior and secured debt (including speculative grade debt), has demonstrated a superior risk profile than comparably-rated, non-financial corporate debt, both in terms of probability of default as well as expected recovery upon default
  • Secured and senior debt investments in infrastructure, especially in seasoned operating businesses (versus projects under construction) and those located in developed economies (versus those in emerging markets) involve relatively less risk
  • A managed investment in a broadly diversified pool of senior secured loans across many sectors, asset categories, regions, counterparties and obligors is an attractive alternative to traditional direct or managed-fund investments
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