Octagon Credit Investors, LLC is a 25+ year old, $32B+ investment adviser focused on leveraged loan, high yield bond, and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon's investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. 

The firm was founded in 1994 as a separate business unit of Chemical Bank and in 1999, Octagon spun out from Chase Manhattan Bank. Octagon honors its heritage through its company name and logo, both of which are derived from Chase Manhattan's emblem. Located in New York, the firm currently comprises approximately 80 employees, many of whom have spent their entire professional careers at Octagon.

Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. 

Credit

Investment Management

Octagon Credit Investors

Gretchen Lam

Patrick Barrett

Michael Rosenfeld

Livia Shack

Justin Laurenzo

Jonathan Lewis

Doreen N.

Marielle Bush

Lena Resnick

John Dudzik

Doug McDermott

Xuan Zhu

Michael Nechamkin

The Leadership Team at Octagon Credit Investors plays a crucial role in guiding the firm's strategic direction and investment philosophy. Comprising senior executives and seasoned professionals, the team oversees key functions such as portfolio management, business development, compliance, and product development. They are responsible for fostering a collaborative culture, ensuring effective communication, and driving initiatives that uphold the firm’s commitment to generating attractive risk-adjusted returns while preserving investor capital.

Leadership Team

Investment and Finance

Compliance and Risk Management

Leadership Team

About

Team members

Other teams at Octagon Credit Investors

Investment and Finance

Compliance and Risk Management