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ATRAM launches corporate debt vehicle

ATRAM, an asset and wealth management firm, introduced the ATRAM Unitized Corporate Debt Fund 1 (CDV Fund), following the recent approval from the Securities and Exchange Commission (SEC).

The first-ever CDV fund in the Philippines offers investors an opportunity to capitalize on the growing corporate debt market while benefiting from ATRAM’s expertise in credit analysis and risk management. 

“Corporate Debt Vehicle, an innovative investment vehicle, opens new avenues for investors seeking attractive risk-adjusted returns while supporting the funding needs of medium to large companies,” said Ronald Benjamin Roa, managing director of ATRAM Alternatives.

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CDVs 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, and secured or unsecured loans. These investments are held to maturity, with a subscription to the fund available only during the initial public offering and redemption exclusively at the fund’s maturity. 

Private notes

The CDV fund, managed by the ATRAM Alternatives unit of ATR Asset Management Inc., involved investing in the multi-million private notes of five companies from the real estate and finance sectors. Three of the companies are real estate players excelling in their niche segments namely PHINMA Property Holdings Corp., Batulao Bio-Loop Farms Inc., and Forest Lake Development Inc. The remaining two are Global Dominion Financing Inc. and South Asialink Finance Corp., both players in the used car financing industry. 

Each of these debt papers is collateralized and backed by land or a pool of receivables, ensuring investor confidence and security. These companies bring their unique expertise and industry influence to the partnership, further highlighting the significance of this groundbreaking endeavor.

Units of the CDV are held to maturity, offering investors stability and durable yields 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 accessible in the bond market.