Our investment strategy is focused on exploiting pricing opportunities in less crowded markets that remain underfollowed by institutional capital and/or currently provide an attractive entry point advantage.

We emphasize fundamental analysis and downside protection in a disciplined investment process. Our team seeks to underwrite high quality borrowers in its target industries.

10% interest rate per annum, paid quarterly.

This is foremost and at the heart of our approach. Senior secured loans are top of the capital structure.

Smart Invest’s lower middle market investment focus targets a rich opportunity set with timely tailwinds and resiliency in downturns.

Tight covenant packages with monthly borrower reporting and monitoring. Targeting prudent deployment of capital with low leverage ratios. Typically a first lien on the borrower’s assets, pledge of company stock and personal guarantees.

Our Edge and Differentiation:

Smart Invest, its partners and affiliates have to date:

  • Deployed over USD1.8bn in invested capital to date
  • Experienced no loss of principal since inception of the strategy
  • Managed capital for more than 600 investors globally
  • Established strong relationships with industry experts, deal sources and borrowers to earn reputation in private markets