Kaelyn Abrell is a Partner and Portfolio Manager for ArrowMark’s regulatory capital relief and multi-sector credit investment strategies.
Who We Are
ArrowMark Partners is a privately held, employee-owned investment management firm founded in 2007 and headquartered in Denver, Colorado. Unified by a fundamental, research-driven philosophy and integrated investment platform, we focus on niche and less efficient market segments in public and private credit and equity, leveraged loans, and middle-market commercial real estate finance where our size, agility, and specialized expertise can deliver differentiated investing outcomes for clients.
We aim to be big enough to capture economies of scale in investing, yet small enough to be nimble and pursue smaller and “off the run” asymmetric investment opportunities.
Since our founding, we have prioritized building enduring client partnerships by aligning our investment capabilities and interests with clients’ needs and outcomes. We manage assets on behalf of a broad array of institutional clients and private wealth allocators across our investment strategies, along with the management of broadly syndicated and middle-market CLO Funds and customized separately managed accounts.
As of 9/30/2022
Collaboration is the cornerstone of the ArrowMark culture. Our integrated investment platform facilitates cross-discipline collaboration and knowledge-sharing across credit, equity, commercial real estate public and private markets. By leveraging the full depth and breadth of our investment ecosystem, along with the team’s collective experience navigating market cycles, we believe unique and valuable insights are gained across sectors, industries, and capital structures, which allow us to understand and manage complex risk/reward tradeoffs at the investment and portfolio level aimed at mitigating downside risk and preserving client capital.
Throughout our history, we have applied the team’s experience and insight to organically extend our investment capabilities in market segments and strategies that are synergistic to our research-driven philosophy, core capabilities, and address client-driven needs. We have found asset growth to be a byproduct of our approach if we successfully execute for our clients.
Founding partners set out to build an enduring investment management firm, leveraging their collective years of experience and time-tested fundamental approach to deliver solutions that address client needs
Launched inaugural multi-asset absolute return strategy
One of the largest managers to participate in the U.S. Federal Reserve TALF program with dedicated TALF fund
Extended opportunistic investments to include Regulatory Capital Relief transactions resulting from Global Financial Crisis
Demand for yield created an opportune time to launch our multi-sector credit strategy as an alternative to traditional fixed income
Broadened credit capabilities and expertise with launch of CLO platform / leveraged finance business
Issued first broadly syndicated CLO Fund, Elevation 2013-1
Added small / mid-cap expertise and acquired and Aster Investment Management and Meridian mutual funds
Expansion of equity team followed by the launch of Small Cap Growth strategy
Issued first middle-market CLO Fund, Peaks I
Launched first dedicated Regulatory Capital Relief strategy
Expansion of specialty finance capabilities led to the opening of our NYC office
Further expansion of equity team led to the launch of SMID Select strategy
Launched second dedicated Regulatory Capital Relief strategy
Firm rebranded to ArrowMark Partners from Arrowpoint Partners
Launched first Life Science cross-over strategy
Expanded securitized credit coverage with opening of our London office
Extended middle-market specialty finance capabilities with build-out of a dedicated Commercial Real Estate Lending platform and Insurance company managed account program
Issued first static CLO Fund, Après I
Launched third dedicated Regulatory Capital Relief strategy
Acquired and appointed investment adviser of StoneCastle Financial (BANX), a publicly traded investment company
Launched second Life Science cross-over strategy
Launched captive CLO Equity investment strategy
Launched fourth dedicated Regulatory Capital Relief strategy
Launched first dedicated middle-market focused CRE structured finance strategy
As of 9/30/2022
Sanjai Bhonsle is a Partner and Portfolio Manager for ArrowMark’s CLO funds and leveraged loan investments and co-heads the firm’s leveraged finance business.
David Corkins is a Founding Partner and Portfolio Manager for ArrowMark’s regulatory capital relief, multi-sector credit, and multi-asset investment strategies.
Chad Meade is a Partner and Portfolio Manager for ArrowMark’s small cap growth and small and mid-cap growth strategies.
Karen Reidy is a Founding Partner and Portfolio Manager for ArrowMark’s CLO funds and co-heads the firm’s leveraged finance business.