Striving for better risk-adjusted returns in private markets.

Stonefield is a specialist private credit asset management company established to provide alpha solutions to clients. Our sole focus is on private markets investments.

Our investment team is highly experienced, with close private markets networks built over 20 years.

Through our expertise, experience, relationships and focus, we can access a wide range of investment opportunities and offer better risk-adjusted returns by devising bespoke solutions for senior debt, mezzanine finance and opportunistic “quasi” equity finance.

Credit opportunities strategy.

The Stonefield Credit Opportunities Fund provides investors with exposure to a diversified and actively managed portfolio of credit investments with attractive risk-adjusted returns.

Investors have access to three core credit market segment strategies, in which we have a proven track record and differentiated expertise: Private Opportunistic Credit, Direct Lending and Infrastructure Credit.

Key strategy highlights:

Differentiated strategy to capitalise on significant opportunity set in a low volatility asset class. An actively managed three-pillar strategy seeking to generate resilient through-the–cycle returns with controlled or managed risk.

Strong alignment with investors. The Fund is underpinned by up to R25 million co-investment by the investment team, ensuring strong alignment of interests.

A focus on downside protection. The Fund investments seek attractive risk-adjusted returns characteristics, with a bias towards strong cash flow profiles, hard security and shareholders of reference.

Platform advantages leveraging specialist credit expertise. Clients benefit from our deep credit sector expertise, access to proprietary origination platforms and channel partner relationships.

Disciplined investment process. The team employs a rigorous investment process and defensive investment approach to evaluate all potential opportunities with a focus on long-term credit performance and capital protection.

Slot canyon in Grand Staircase Escalante National park, Utah, USA. Unusual colorful sandstone formations in deserts of Utah are popular destination for hikers. Living coral toned.

Portable alpha strategy.

A portable alpha strategy is an effective way for investors to pursue asset classes (e.g. private markets) that have a higher expectation of alpha. Investors can capture alpha by allocating capital to high growth asset classes, while simultaneously using structured instruments to access the beta exposure required to maintain close adherence to their strategic asset allocation.

In today’s markets of muted expected asset class returns, investors are looking for ways to increase overall portfolio performance while maintaining a diversified asset allocation. The portable alpha strategy is structured to achieve this for clients.

Portable alpha strategies can help investors balance the need for both higher returns and robust risk diversification. By separating the alpha and beta components of traditional asset classes, portable alpha strategies help investors put their capital to its highest and best use.

Key strategy highlights:

Investors can combine different asset classes to achieve their beta and alpha returns.

Beta exposure is implemented cost-efficiently with zero tracking error.

The return generated above the beta asset class (i.e. alpha) is structured to be consistent over time.

Better return potential with limited equity correlation.

Improve overall portfolio performance while maintaining diversification.

Investors can redirect active risk towards areas that have the most potential for returns.

The Stonefield Charter.

This charter is our declaration of why we’re in business, what we hope to achieve, and how we want to carry and conduct ourselves in pursuit of those goals.

It’s what we hold ourselves to. And it’s published publicly so that you should expect nothing less of us.

The Stonefield Charter
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