EFTA Document EFTA01370446
Investment Process: Investing and Portfolio Monitoring The Portfolio Advisor will primarily pursue a hold-to-maturity strategy' Origination Due Diligence Process Maximize Value Seek to optimize value from investments through OID and other fee events during the life of the investment Minimize Risk • Review investment performance quarterly, update investment outlook, communicate with borrower management • Monitor wider market themes and sector trends. assess impact on the Issuers Por
Summary
Investment Process: Investing and Portfolio Monitoring The Portfolio Advisor will primarily pursue a hold-to-maturity strategy' Origination Due Diligence Process Maximize Value Seek to optimize value from investments through OID and other fee events during the life of the investment Minimize Risk • Review investment performance quarterly, update investment outlook, communicate with borrower management • Monitor wider market themes and sector trends. assess impact on the Issuers Por
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