Lucerne

SYCAMORE
CREDIT FUND

The fund seeks to achieve medium to long-term capital appreciation through investments in primarily quoted shares and options (but with the ability to also invest in warrants, rights issue, preference shares, notes, convertible instruments and derivatives from time to time) to assist small and medium capitalisation, publicly listed companies with a continued stable source of longer-term funding.

Snapshot - The Sycamore Credit Fund provides short-term loans secured against assets

Research and decision making is based upon fundamentals, and there is a preference for low portfolio turnover.
The Fund’s allocation across its investment strategies is dynamic and discretionary, based upon prevailing market conditions.
The Fund invests in businesses of all sizes, with a tendency for opportunities in the small to mid-cap space.
The Fund shall lend against an underlying asset base on a systematic and credit risk analysis. Such assets may include, inter alia, listed shares, property or land.
The fund shall always seek for a repayment through the Sycamore Equity Fund whenever possible, so as to minimize its risk.
The Fund benefits from synergies as a result of investing through its separate strategies, adding value to the business both strategically and throughout the capital structure.