In a research report commissioned by asset manager Epsilon Direct Lending on the private credit market, the consulting firm Atchison examines the impact of including a range of private debt instruments within the fixed income allocations of superannuation funds under the Your Future Your Super (YFYS) regime performance tests and concludes that by including key components from the one-third of the credit market missing from the benchmark, performance can be improved without compromising tracking error and credit risk.

David Elms writes for Epsilon | Within the emerging asset class of Private Credit in Australia, fund managers vary widely in how they determine the credit rating of their loan investments. Methods range from nothing more than a finger in the air, a general assessment of key ratios, through to adoption of reputable third-party tools underpinned by a wholistic quantitative and qualitative assessment of the borrower and loan transaction.

In our latest podcast , we sit down with Shane Young (Founder and Chief Executive Officer) and Adam Loriente (Head of Corporate Development, Strategy & M&A) from PETstock Group – a story that started 30 years ago with one store in regional Victoria to the present, leading privately-owned omni-channel pet specialty retailer with international operations.

Epsilon is delighted to provide an opinion piece on The Australian Middle Market Direct Lending Opportunity.

Epsilon is pleased to announce that the Epsilon Direct Lending Fund has recently received an “Approved” rating from BondAdviser.

One of the key planks to growth is getting access to capital…

Our first podcast is held with the CEO of Sea Swift, Australia’s largest private shipping company. Fred shares some insights about the ups and downs of business through a transformational acquisition, and four key pieces of advice for business owners considering how to fund their growth plans.

Here at Epsilon, we just can’t help it – we simply love the middle market! The Australian middle market is a large, diverse and dynamic set of operating businesses. It’s a fascinating reflection of human endeavour across all facets of our economy, encompassing the production of goods and the provision of services to all aspects of our daily lives – from the food we eat to...