Private Credit Manager Notches Up 55% Return on Pandemic Fund

  • Firm shuts its Covid-19 ‘dislocation’ fund to new investors
  • Fund mixed safer credits with riskier bets on cruise-line debt
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AlbaCore Capital LLP is closing the $1 billion fund and managed accounts it set up to invest in beaten-up credits during the pandemic after the strategy yielded a 55% gross return through the end of last month.

The turmoil caused when the first wave of Covid-19 infections shook markets in March meant many fundamentally strong borrowers fell into the target price range for its vehicle, known as AlbaCore Investment Opportunities, the London-based firm said in a statement.