Credit P/E Fund

Thanks to lurking on this website I have learned a decent amount, albeit still have a lot more to learn, about what a P/E firm does. My question for you guys is how does credit fund differ from that of an equity fund? Is the only real difference that a credit fund invests with Debt instead of Equity? I have found a couple firms online, after a very brief search, that have both a credit and an equity fund (ie. Summit Partners) and I was hoping someone could explain how generic strategies for these two funds would differ. Thanks in advance for helping out.

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Best Response

Keeping things simple....a private equity fund typically buys a substantial portion of the equity of a business (i.e. they "control" the business). They then own the business and operate it until they decide it's time to sell, hopefully for a profit.

A credit fund lends money to businesses. Often times, credit funds will lend money to businesses which are being bought by a private equity firm (they provide the "leverage"). Credit funds will also invest in businesses which are not undergoing a transaction. For example, a business may wish to refinance debt or raise new debt for a project or dividend.

In a hybrid model...a fund may have, say, $1billion dollars of capital. It might allocated half to private equity investments and half to credit (i.e. debt) investments.

 

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