Investment Philosophy

Cross Ocean’s investment philosophy is built upon its co-CIOs' experience of investing in the credit markets over the last 30 years.

The investment approach centres on three pillars:

Value investing

Seeking to purchase assets below their intrinsic value as identified by fundamental research and detailed bottom-up investment analysis.

Downside protection

Focusing on the top of the capital structure, senior secured loans and other assets which Cross Ocean believes have characteristics that limit downside risk.


Utilizing dedicated sourcing capabilities to identify less broadly syndicated, illiquid opportunities. Targeting motivated, non-economic sellers. Taking a partnership approach to opportunities and aligning interests across stakeholders. Ensuring our relationships with “the street” are best-in-class.

Contains information and opinions of Cross Ocean and has been prepared in good faith on the basis of reasonable, honestly-held beliefs. Not to be construed as investment, legal, business or tax advice.

Where next?