VIDEO: Emphasis on portfolio management is on the rise

Focus on manager experience increasingly extends beyond originations and new deal underwriting, says Twin Brook’s Drew Guyette


While robust originations and underwriting experience remain critical, investors and private equity sponsors are eager to understand private debt managers’ approaches to portfolio management, including how they think about both strategies for taking borrowers through periods of growth and managing issuers through periods of distress. In today’s environment, this topic has become ever more relevant.

Drew Guyette, senior partner and chief credit officer at Twin Brook Capital Partners, shares his thoughts on how portfolio management has changed over the years, why focus on the subject has increased, and how approaches in the lower mid-market and BSL market differ.