Our Strategies

Regulatory Capital Relief Strategy

With a 14-year track record, ArrowMark is one of the largest and longest-tenured investors in the regulatory capital relief or risk-sharing market, partnering with the leading global bank issuers. We employ an opportunistic approach to capitalize on the asset class’s unique combination of high, income-driven yields with historical resilience during periods of market stress.

Managed by seasoned investors with 43 years combined experience and track record in the asset class, our Denver and London-based securitized credit team’s extensive sourcing network, adept security structuring, and ability to leverage the fundamental research capabilities of the broader ArrowMark investment team support the strategy’s highly selective investment process. The depth of the firm’s investment resources and emphasis on risk management is reinforced by historical investments across a diversity of global bank issuers, transaction structures, and collateral types.

We manage commingled funds, separately managed accounts, funds of one and a closed-end investment company for a variety of U.S. and global based institutional investors, endowments, and foundations, as well as private wealth advisors with differing risk/return targets and liquidity parameters.

Regulatory Capital Relief Statistics

As of 6/30/2024

Transactions

$.5bn

Capital Invested

Investments

Global Bank Issuers

Distinct Lending Platforms

Awards & Recognition

ArrowMark Receives Alt Credit US Performance Award 2021

October 27, 2021

ArrowMark Partners received the award in the Private Debt-Specialty Finance category at the Alt Credit US Performance & Services Awards 2021 ceremony held on October 27th. The event recognized private debt managers and credit hedge funds that were able to take advantage of the opportunities that arose and avoided the pitfalls that emerged over the period ending June 30th.

ArrowMark Receives Innovation of the Year Award

October 13, 2021

ArrowMark Partners received the Innovation of the Year award at Structured Credit Investor’s Capital Relief Trades Awards 2021 ceremony held on October 13th. The event recognized issuers, investors, individual transactions, and other third parties for their achievements and contributions to the regulatory capital relief market over the twelve months ending September 30th.

ArrowMark Receives Investor of the Year Honourable Mention

November 24, 2020

ArrowMark received honourable mention in the Investor of the Year category at Structured Credit Investor’s 2020 capital relief trades awards ceremony held on November 24th. The event recognized issuers, investors, individual transactions, and other third parties for their achievements and contributions to the regulatory capital relief market over the 12 months ending September 30th.

News & Insights

ArrowMark’s Kaelyn Abrell Quoted in Bloomberg Credit Risk-Sharing Article

January 23, 2024

“Activity is noticeably higher than prior years,” Kaelyn Abrell, a partner and portfolio manager at ArrowMark Partners, said in an interview. “Over the last two years, U.S. and Canadian banks have been the most active issuers and underlying exposures have ranged from revolving lines of credit to auto loans.”

ArrowMark Partners Hires Seasoned SRT Professional

September 21, 2023

ArrowMark Partners announced today that Moritz Ruhdorfer joined the firm as a senior member of ArrowMark’s securitized credit investment team. Based in ArrowMark’s London office, Moritz will assist the team with origination, structuring, and execution for banks of significant risk transfer (“SRT”) investments, also known as regulatory capital relief transactions.

ArrowMark Partners Closes Fourth Fund Vintage Dedicated to Regulatory Capital Relief Investments with $1.1 Billion in Commitments

May 25, 2023

ArrowMark Partners, a privately-held investment management firm, announced the close of its’ fourth dedicated regulatory capital relief fund vintage, Global Opportunity Fund IV (“Fund IV”), raising $1.1 billion of capital commitments in the commingled fund and related fund of one vehicles.

ArrowMark Partners Adds Senior SRT Professional to Investment Team

September 14, 2022

ArrowMark Partners announced today that Alexis De Vrieze has joined the firm as a senior member of ArrowMark’s investment team. Based in ArrowMark’s London office, Alexis will assist the team with the sourcing, structuring, and oversight of significant risk transfer (“SRT”) investments, also known as regulatory capital relief transactions.