Investment Approach

Birch Creek's approach is based on comprehensive credit analysis designed to understand downside risks and identify upside catalysts relating to a deal’s collateral, structural features, and market dynamics.

Birch Creek seeks to produce superior returns through creative deal sourcing, sophisticated underwriting, and post-investment activism. Key aspects of our approach include:

  • Identifying unique issuers that have limited sponsorship by institutional investors
  • Applying conservative underwriting of collateral to limit downside risk
  • Utilizing an extensive network of primary and regional broker-dealers to source investments
  • Proactive involvement in distressed situations and workouts