Investment Teams

Commitment to Investment Excellence

We believe the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process framework with strong risk oversight.

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Invesco Credit Partners

The Invesco Credit Partners strategy targets investments primarily in stressed credit, distressed credit, and special situations with a specific focus on small capitalization and middle market companies.

We believe our strategy is differentiated from our competition due to our sourcing and diligence advantage, small capitalization and middle market focus, diligence discipline, and significant reorganization and bankruptcy expertise.

Investment Strategy

  • Targets mid-to-high teens gross returns through stressed/distressed credit
  • Existing corporate debt purchased at discount to par
  • Preference for small capitalization and middle market companies
  • Seeks to mitigate downside risk through senior secured credit investments
  • Dedicated team with significant reorganization and bankruptcy experience

Institutional edge
  • Differentiated sourcing, diligence and execution
  • Expected early-mover advantage through integrated platform
  • Private-side access with no information barriers
  • Breadth of bank loan platform and depth of private equity sector expertise
Small cap/middle market focus
  • Not cycle dependent – highly actionable in today’s markets
  • Idiosyncratic issuer challenges create GDP-like opportunity set
  • Inefficient market – diligence, sourcing and execution complexity
  • Potential for better risk-adjusted returns
Fundamental approach
  • High conviction, private equity due diligence approach
  • Seek to invest in good companies at discount to intrinsic value
  • Evaluate key drivers of situational distress
  • Catalyst-focused underwriting to fundamental/technical re-rating

Investment philosophy

Our investment philosophy seeks to create a portfolio of investment positions that have the potential to generate attractive equity-like returns while mitigating downside risk. To this end, we target investments in fundamentally sound companies at a discount to intrinsic value by utilizing our platform to drive differentiated and proactive idea generation. We believe our established industry networks, differentiated platform, and restructuring expertise provide a diligence advantage.

We believe our preference for complex special situations as well as our small capitalization and middle market orientation distinguishes us from our competition. We view a reliance on fundamental credit analysis, a private equity diligence discipline, and a longer-term investment horizon as key factors required to unlock value overlooked by traditional credit investors. By adhering to this investment philosophy, we seek to achieve attractive risk-adjusted returns.

The team

Invesco Credit Partners – Senior Portfolio Managers
  Yrs of industry experience
Paul Triggiani Managing Partner & Head, Invesco Credit Partners Managing Partner & Head, Invesco Credit Partners 22
Stephen Johnson Managing Director Managing Director 20
Matthew Brooks Principal Principal 11
Invesco Credit Partners – Investment Committee
  Yrs of industry experience
Scott Baskind Chief Investment Officer & Head, Invesco Bank Loan Group Chief Investment Officer & Head, Invesco Bank Loan Group 21
Greg Stoeckle Co-Head & Managing Partner, Invesco Private Capital Co-Head & Managing Partner, Invesco Private Capital 30
Paul Triggiani Managing Partner & Head, Invesco Credit Partners Managing Partner & Head, Invesco Credit Partners 22
Stephen Toy Co-Head & Managing Partner, Invesco Private Capital Co-Head & Managing Partner, Invesco Private Capital 23
Contact Us - Commercial Strategies Team
  Yrs of industry experience
Alexia Gottschalch Managing Director & Head of Commercial Strategies
alexia gottschalch@invesco.com
Managing Director & Head of Commercial Strategies 24
Marquette Chester Principal & Managing Director, Investor Relations and Product Development
marquette.chester@invesco.com
Principal & Managing Director, Investor Relations and Product Development 34
Justin Yagerman Executive Director, Commercial Strategies
justin.yagerman@invesco.com
Executive Director, Commercial Strategies 17
Dylan Pritchard Associate, Commercial Strategies
dylan.pritchard@invesco.com
Associate, Commercial Strategies 2
As of June 30, 2018

This information is intended for institutional investors that are US residents.

All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. As with all investments there are associated inherent risks. This should not be considered a recommendation to purchase any investment product. This does not constitute a recommendation of any investment strategy for a particular investor. Investors should consult a financial professional before making any investment decisions if they are uncertain whether an investment is suitable for them. Please obtain and review all financial material carefully before investing.

Institutional separate accounts and separately managed accounts are offered by Invesco Advisers, Inc. and other affiliated investment advisers, which provide investment advisory services and do not sell securities.

Certain other vehicles mentioned are not offered by Invesco Advisers, Inc. and are available via other affiliated entities which, like Invesco Advisers, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd.