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Octagon Asset Management

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Type

Fund Manager

Location

Charlotte NC US

Alternative Asset Classes

PD HF

Established

1998

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

3
Founded by Mead Welles in 1998, Octagon Asset Management ("Octagon") specializes in alternative structured finance in the global trade, commodity, and transportation sectors. Though the firm operates worldwide, Octagon has a preference for emerging markets and manages a direct-lending trade and commodity finance vehicle. The firm's hedge fund arm focuses on investing in a diverse portfolio of structured trade finance loans and opportunistically taking advantage of special situations that come up from time to time in trade-related debt instruments; portfolios of receivables; transactions backed by readily marketable goods such as commodities, textiles, building materials, charters, diversified payment rights, and other cash flows; asset-backed or collateralized debt and relative-value, hedged or arbitrage investments in future-flow, government, top bank or corporate fixed-income instruments, equities or options of companies active in international trade.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - Expansion / Late Stage, Growth
Real Estate - -
Private Debt - Direct Lending, Distressed Debt, Special Situations, Blended / Opportunistic Debt, Junior / Subordinated Debt, Mezzanine, Senior Debt, Unitranche Debt
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 3 Special Situations

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2 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Founder, President & Chief Executive Officer New York, US PE PD HF
Director Charlotte, US PE PD HF

Showing 2 of 2 known decision makers at Octagon Asset Management

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4 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Special Situations Active
Special Situations Active
Special Situations Active
Asset-Backed Lending Strategies Liquidated

Showing 4 of 4 hedge funds managed by Octagon Asset Management

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