Investing
Ivy Asset Group’s Investment Strategy
Ivy occupies a private credit niche
with diversified portfolio construction
with granular position sizes.
Ivy focuses on direct lending to companies
and industries without access to
traditional market resulting in more attractive loans.
Ivy underwrites and structures
asset based and cash flow financings
with primary emphasis on principal protection.
Ivy employs a core focus on
strong relationships with
management teams.
Prospective Investors: Please complete the form below to acquire more information about Ivy Asset Group.
Investing Opportunities
Ivy Evergreen Fund (“IE”) was introduced to the institutional marketplace in early 2023. IE’s investment strategy is focused primarily on senior secured loans to private equity-sponsored, independent-sponsored, and non-sponsored middle market companies diversified across multiple industries.
IE is currently accepting new capital commitments and has been approved on the Fidelity Investments and Charles Schwab alternative investment platforms.
For more information on IE and our current investment opportunities, please complete the form above or contact info@ivyassetgroup.com.
Since inception in 2009, Ivy has been an alternative credit manager that seeks to provide financing solutions across the credit spectrum to lower-middle markets businesses. Ivy primarily invests through asset based and cash flow lending transactions in portfolio companies with highly proven track records.
For more information on our direct investments outside of our above referenced funds, please contact info@ivyassetgroup.com.
Ivy Credit Opportunities Fund (“ICO”) launched in Q2 2021 offering a differentiated Private Credit strategy well-positioned to expand Ivy’s existing portfolio. The final close for ICO occurred in Q2 2022. At YE 2022, the Fund had a total portfolio size of approximately $105 million in 27 transactions.
For more information on ICO and our current investment opportunities, please complete the form above or contact info@ivyassetgroup.com.