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Since January 2020, OHA has generated impressive, above-average inception-to-date total return alpha, driven by its consistent focus on minimising portfolio losses. This approach relies on rigorous, ongoing credit research and the regular application of that analysis to portfolio re-optimisation. The manager’s investment strategy is built on the belief that close collaboration across industry teams and integrated access to all asset classes within leveraged finance provide a robust foundation for research and portfolio construction.

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The manager has built its investment strategy around the synergy between its BSL and direct lending businesses, maintaining a clear focus on areas where it holds a competitive edge. Guided by the principle of prioritising quality over quantity, the manager is not subject to the pressures of public shareholders to rapidly grow assets under management. Instead, it remains steadfastly focused on making prudent, long-term investment decisions—each and every day—that safeguard investors’ capital.

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The manager prioritises fundamental credit analysis and active risk management—taking risk only when they believe the risk premium is compelling, and remaining disciplined when credit spreads are tight. Their focus is on consistently delivering attractive risk-adjusted returns.

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