In this edition Paul Nagy explores why corporate direct lending has emerged as one of the largest and most popular private credit strategies globally. "True direct lending is about origination, negotiation, and relationship-driven financing, where skilled lenders can create high-conviction portfolios with strong downside protection - not just passively track credit beta through broadly syndicated deals."

In this edition, David Elms explores the practical tools used in in private credit loan valuations, along with a hypothetical case study. "The most useful results come from tailoring the approach to the borrower’s specific characteristics, the nature of the collateral, and the tenor of the loan."

We’re proud to share that the Epsilon Direct Lending Fund has received an Investment Grade rating from research firm Lonsec in August. 

In this edition, Mick Wright-Smith explores the evolution of valuations in private credit and Australia’s path to best practice. "Unlike public markets, where daily trading provides real-time price signals, private credit valuations rely on structured internal processes, assumptions, and judgement."

In this edition, Joe Millward delves into why specialisation in private credit is critical to risk management and the lessons we can learn from the experience of major domestic banks and offshore peers.

The Principles for Responsible Investment (PRI) recently released their 2024 Assessment Report. This is the second year we completed the Assessment and are very pleased to have made significant progress on both a relative and absolute basis. 

Joe Millward recently sat down with Giovanni Amodeo from Debtwire to talk about the evolution of private credit in Australia. Joe offers a fascinating perspective, drawing from his extensive experience in both the UK and Australian markets.