blackthe leading asset and wealth management firm, is pleased to announce the launch of ATRAM Unitized Corporate Debt Fund 1 (CDV Fund), marking a groundbreaking milestone in the country’s investment landscape. Following recent approval from the Securities and Exchange Commission (SEC), ATRAM introduced the first CDV fund in the Philippines, offering investors a unique opportunity to capitalize on the growing market of corporate debt while benefiting from ATRAM’s expertise in credit analysis and risk management. .
This significant CDV fund, managed by the ATRAM Alternatives unit of ATR Asset Management, Inc., involves investing in multi-million private notes in five prestigious companies from the real estate and finance sectors. Three of the companies are prominent real estate players who are successful in their niche segments namely PHINMA Property Holdings Corporation, Batulao Bio-Loop Farms Inc., and Forest Lake Development Inc. The remaining two are Global Dominion Financing Inc. and South Asialink Finance Corporation, both leading players in the used car financing industry. Each of these debt papers is collateralized and backed by land or a set of receivables, ensuring the confidence and security of investors. These companies bring their unique expertise and industry influence to the partnership, further highlighting the importance of this groundbreaking effort.
Corporate Debt Vehicles (CDV) are SEC-approved closed-end investment companies or mutual funds with the sole purpose of investing in various forms of corporate debt instruments, including bonds, notes, commercial papers, debentures, secured or unsecured loans. These investments are held to maturity, with subscription to the fund available only during the initial public offering and redemption only at maturity of the fund.
“We are pleased to launch our Corporate Debt Vehicle following SEC approval. This new investment vehicle opens new avenues for investors seeking attractive risk-adjusted returns while supporting the funding needs of medium to large companies. Our CDV Fund is designed to provide exactly that. ” said Ronald Benjamin C. Roa, Managing Director of ATRAM Alternatives.
CDV units are held to maturity, offering investors stability and stable yield in a volatile market. Backed by extensive research and meticulously structured notes with collateral, the CDV Fund allows investors to diversify their assets and invest in portfolios of high-quality private debt that are not readily available in bond market.
“We are committed to providing investors with a compelling investment opportunity that aligns with their financial goals and risk tolerance,” added Roa. “The launch of our CDV Fund marks an exciting milestone for ATRAM and the alternative space in the Philippines.”
As ATRAM develops its first ever CDV Fund and builds historic partnerships with prominent companies, it strengthens its position as an industry leader and innovator in the Philippine investment landscape. For more information, visit https://atram.com.ph/funds/mf/ATRUCDV
About ATR Asset Management Inc.
ATR Asset Management Inc. (AAMI) is an investment company established in July 1995 as Mutual Fund Management Co. in the Phils. by Clemente Fund Management Asia Ltd. It serves as investment adviser, principal distributor, and administrator of the Mutual Fund Company of the Philippines, also known as “Kabuhayan Fund.” AAMI is regulated and operates under the authority of the Securities & Exchange Commission (SEC). Currently, AAMI manages nine mutual funds registered with the SEC, including Soldivo Funds.
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