Executing cash flow stress testing and due diligence.Developing trading ideas based on evaluating available information or negotiated transactions sourced from firm relationships or analyses.There are four key elements to the investment philosophy at Waterfall Asset Management, according to the firm’s Form ADV: Waterfall Asset Management Investment Philosophy These might include asset-backed securities, consumer and commercial performing and non-performing loans, residential and commercial mortgage-backed securities, privately negotiated new issue assets, small-balance commercial mortgage loans, investments in pools of loans and private equity. The firm specializes in investment advice regarding less conventional securities.
Its private investment funds include private equity funds, hedge funds and real estate funds. The hallmark offering at Waterfall Asset Management is its investment management services, which it provides to private investment funds, separately managed accounts (SMAs), real estate investment trusts (REITs) and other institutional clients. Services Offered by Waterfall Asset Management However, the firm may waive this minimum at the discretion of the Fund's general partner of the Adviser. Waterfall Asset Management generally requires at least $1 million in investable assets from its clients.
Half of its client base is comprised of pooled investment vehicles, which are the funds it manages, while the other half includes a range of investment companies, retirement plans, insurance companies, government entities and corporations. Waterfall Asset Management currently has a small client base, though its clients have quite large pools of investable assets. In 2021, lending through Funding Circle's UK platform is estimated to have contributed £7.2bn to GDP and supported 100,000 jobs.Waterfall Asset Management Client Types and Minimum Account Sizes This is providing small businesses with the fast and simple access finance they need to grow and power the economy.
£14 billion to approximately 120,000 businesses globally. A wide range of investors are utilising this technology and distribution platform to lend c. Founded in 2010, its market-leading and unparalleled instant decision lending technology enables small businesses to apply for finance in an average of six minutes, with lending decisions in as little as nine seconds. These public capital market transactions are further recognition of the platform’s ability to open up deep and diverse pools of capital to small businesses, creating more choice and competition in the small business lending market.įunding Circle is the UK’s largest loan platform for SMEs. Waterfall’s initial £1bn investment in 2018 included multiple securitisations. Waterfall will lend through the platform alongside a wide range of investors, including banks, asset management companies, insurance companies, government-backed entities, individuals and funds. This seamless functionality is helping provide small businesses with fast and simple access to finance, allowing them to grow and power the economy. These provide Waterfall with a highly efficient and cost-effective mechanism to deploy capital to the real economy.įunding Circle’s market-leading and unparalleled instant decision capabilities enable small businesses to apply for finance in an average of six minutes, with lending decisions in as little as nine seconds.
More than a decade of investment and innovation in Funding Circle’s technology and data capabilities has created powerful machine learning models. The partnership leverages Funding Circle’s technology and distribution platform to deploy new funding to UK small businesses, continuing Waterfall’s support for UK SMEs. The partnership will leverage the platform's machine learning capabilities to deploy new funding to UK small businesses over a two-year period.įunding Circle, the UK’s largest small business loan platform, and Waterfall, a leading institutional asset manager, today announce a lending partnership that will provide £1bn of new funding to small businesses.
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