Gaining Perspective A Pure Play, Institutional Grade Private Credit Portfolio
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Oct 31, 2023 Calamos Investments and Aksia collaborate to offer a private credit fund, giving retail clients access to institutional-grade investments. They discuss diversified opportunities in the private credit market, allocation stability, impact of interest rates, and strategies for liquidity and valuation integrity. The podcast also explores a private credit fund for non-accredited investors with a low investment threshold, emphasizing the importance of expertise in underwriting deals and credit research.
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CAPIX Fund Launch
- Calamos Investments and Aksia partnered to launch CAPIX, an interval fund offering access to private debt.
- This fund gives advisors and clients access to investments historically available only to institutions.
Calamos and Aksia Partnership
- Calamos sought a partner with specialized expertise to enter the interval fund space.
- Aksia, with its institutional private credit experience and desire to enter wealth management, was chosen.
CAPIX Investment Universe
- CAPIX offers access to a broad spectrum of private credit investments.
- This includes direct lending, distressed credit, mezzanine, real estate, specialty finance, and special situations.