OVERVIEW & STRATEGY

Investment Objective

Griffin Institutional Access® Credit Fund’s (the “Fund”) investment objective is to generate a return comprised of both current income and capital appreciation, emphasizing current income with low volatility and low correlation to the broader markets.

Investment Strategy

The Fund strategically invests in an actively managed, diversified portfolio of credit instruments, which may include bank loans, high-yield bonds, structured credit, middle-market direct lending, and special situations.

The Fund is advised by a highly experienced execution team that brings decades of hands-on experience, proven track records, complementary skill sets and robust execution capabilities together to deliver a powerful investment product customized for individual investors. The following illustration lists roles and descriptions of the Fund’s Adviser and Sub-Adviser.

Griffin Capital Credit Advisor

Adviser

Griffin Capital Credit Advisor, LLC, a Griffin Capital Company, LLC (“Griffin Capital”) company, serves as the Fund’s Adviser and oversees all investment activity. Griffin Capital Credit Advisor’s primary role involves strategy development, risk management and ongoing investment monitoring.

Griffin Capital is a leading alternative investment asset manager that, for more than two decades, has established a reputation for leadership, innovation, and consistent results in the alternative investments industry.

Griffin Capital’s alternative investment solutions include three groups of complementary products: actively managed interval funds in the company’s Institutional Access® fund family, non-listed real estate investment trusts (REITs) and tax-advantaged private strategies including Delaware Statutory Trusts (DSTs) and a Qualified Opportunity Zone Fund (QOF). The firm’s investment strategies include diversified core real estate and global corporate credit securities, as well as direct real estate ownership in sector-specific portfolios focused on net leased essential office and industrial assets, clinical healthcare properties, grocery-anchored shopping centers and multifamily real estate assets. Griffin Capital Securities, LLC, Member FINRA/SIPC, is the dealer manager for non-traded programs sponsored by Griffin Capital Company, LLC and the exclusive wholesale marketing agent for the Company’s interval funds distributed to investors through independent and insurance broker-dealers, national wirehouses and registered investment advisors.

 

BCSF Advisors, LP

Sub-Adviser

Griffin Institutional Access Credit Fund is sub-advised by BCSF Advisors, LP, an SEC-registered investment adviser and affiliate of Bain Capital Credit, LP.

Bain Capital Credit, LP provides ongoing research, opinions and recommendations regarding the Fund’s investment portfolio. Bain Capital Credit was formed in 1998 as the credit investing arm of Bain Capital, one of the world’s premier alternative investment firms, with approximately $105 billion1 in assets under management. Bain Capital Credit invests across the full spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, direct lending, structured products, non-performing loans and equities. With offices in Boston, Chicago, New York, London, Dublin, Madrid, Hong Kong, Guangzhou, Seoul, Mumbai, Melbourne and Sydney, Bain Capital Credit has a global footprint with approximately $39 billion2 in assets under management.

 

1 Firm-level AUM for Bain Capital is estimated and is presented as of September 30, 2018.
2 AUM estimated as of January 1, 2019. Bain Capital Credit’s assets under management includes its subsidiaries and credit vehicles managed by its Alternative Investment Fund Managers (AIFM) affiliate.