Challenger Investment Management: Fixed Income

About Challenger Investment Management

In 2005, Challenger Investment Management (Challenger) Fixed Income was established as an alternative credit manager with a strong pedigree in the less liquid parts of global developed credit market.

The Fixed Income team believes that high income, diversifying and defensive portfolios can be constructed by taking a multi-strategy approach to credit investing across both public and private credit markets and avoiding more volatile interest rate and currency risks.

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Approach

The Fixed Income team’s central investment philosophy is that taking a private approach to lending leads to better risk/return outcomes for clients across both private and public credit markets. A private approach means underwriting credit risk as though you will own it – not trade it. It means actively sourcing new opportunities rather than waiting for a bank to call and engaging with borrowers and arrangers directly to effect structural changes to transactions to mitigate downside risks and access better quality information.

Our Funds

Challenger IM Credit Income Fund

Fixed Income

The Fund is a floating rate multi-sector credit strategy lending to a diverse mix of private and public borrowers with an average investment grade credit profile.

Challenger IM Multi-Sector Private Lending Fund

Fixed Income

The Fund is a floating rate multi-sector credit strategy focused on private lending opportunities primarily in Australia and New Zealand.

ESG

For further information on the team’s ESG integration process please refer to the Responsible Investment Statement.

Learn more

The team believes that incorporating material ESG factors in investment decisions can improve investment outcomes for clients by promoting more sustainable business practices.

The team has adopted a systematic approach to incorporating ESG considerations into its investment process, and its specialty in private lending markets provides a greater opportunity for engagement.

The team believes that its approach to ESG integration not only benefits its clients but also can have a positive impact on society and the environment.

Resources

Downloads & Links

12H Report

Tax Guide

AMMA Guide

ESG

Responsible Investment Statement

Insights

View all insights

Finding Alpha Podcast | Too good to be true?

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin and illiquidity premium are appealing to investors looking for income.

Private Credit: Ensombl Podcast

This episode explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation and the role it can play within a portfolio.

Private credit: Navigating the risks and rewards

In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.

Team

The Challenger Investment Management Fixed Income team comprises a diverse group investment professionals with extensive industry experience across a wide range of global public and private credit markets. To view the full team, please visit challengerim.com.au

Victor Rodriguez

Chief Executive, Funds Management

Pete Robinson

Head of Investment Strategy, Fixed Income

Gerard Hargraves

Head of Real Estate Lending, Fixed Income

Sid Kumar

Head of Acquisition Finance, Fixed Income

Stephen Martin

Head of ABS, Fixed Income

Contact

General Enquiries

info@fidante.com.au
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)

Financial Adviser Enquiries

bdm@fidante.com.au
1300 721 637

Institutional Investors and Asset Consultants

Linda Mead
Senior Institutional Business Development Manager
lmead@challenger.com.au
+61 2 9994 7867

Disclaimer

Fidante Partners Limited ABN 94 002 835 592, AFSL 234668 (Fidante) is the responsible entity and issuer of interests in the Challenger IM Credit Income Fund and the Challenger IM Multi-Sector Private Lending Fund.