Willow Stream Capital’s purpose is to provide exceptional investment results while managing risk and operating with the highest level of integrity.
Willow Stream Capital is a highly rated alternative investment management organization with credit strategy experience. The company was founded in 1995 by a group of investors who had been investing in high yield bonds, convertible securities, distressed debt, real estate, control investments, and listed shares together since the mid-1980s.
Experienced investment specialists, a global platform, and a unified investing philosophy are among the firm’s competitive advantages. Risk control, consistency, market inefficiency, specialization, bottom-up analysis, and disavowal of market timing are the six tenets of Willow Stream’s investment philosophy, which is complemented by a set of core business principles that articulate Willow Stream’s commitment to excellence in investing, commonality of interests with clients, a collaborative and cooperative culture, and a disciplined, opportunity-driven culture.
Willow Stream has a significant and distinguished clientele as a consequence of the persistent implementation of our concept and beliefs. 67 of the top 100 pension plans in the United States, more than 475 firms worldwide, 40 of the 50 state retirement plans in the United States, over 300 endowments and foundations worldwide, and 15 sovereign wealth funds are among Willow Stream’s global clientele.
Our experience investing throughout the capital structure has enabled us to develop a diverse portfolio of global investment strategies in four categories: credit, private equity, real estate, and listed shares. Importantly, we have grown our strategies primarily through “step-outs” into closely similar industries, based on identifying markets that (a) we believe have the potential for attractive returns and (b) can be exploited in a way that is compatible with the firm’s risk-control methodology.