Opportunistic Credit

Our strategic advantage in opportunistic credit

Arrow’s proprietary investment strategy is uniquely positioned to capitalise on opportunities across European non-performing loans (NPLs), non-core banking assets, and select real estate-related investments sourced from distressed situations. This approach benefits from Arrow’s deep local market expertise and extensive pan-European footprint, comprising 13 local credit platforms, over €80 billion in assets under management (AUM), and a workforce of more than 3,500 professionals.

Opportunistic Credit Strategy

Arrow focuses on off-market, opportunistic credit investments within its core European markets. The strategy targets a range of distressed and special situations, including:

• Performing and non-performing credit portfolios
• Bankruptcy situations
• Secured collaterals

By partnering with local credit servicers and leveraging its local franchise model, Arrow accesses a proprietary pipeline of transactions. This enables the firm to source and manage assets with precision, ensuring robust due diligence and optimal risk-adjusted returns.

Market Opportunity

Europe’s credit landscape remains fragmented and inefficient, with high volumes of non-core and non-performing credit assets. These inefficiencies are further amplified by macroeconomic pressures such as elevated interest rates and tightening liquidity, which continue to trigger refinancing challenges and localised dislocations. In this context, Arrow’s market access and agility provide a distinct edge in deploying capital where it is most needed.

Platform and Track Record

Arrow is a leading pan-European asset manager with a long-standing reputation in private debt. With 13 specialised local platforms operating across Europe, the company’s regional presence is both broad and deep. Backed by over €80 billion in AUM and a team of more than 3,500 professionals, Arrow has the scale and expertise required to identify and manage complex investment opportunities across various jurisdictions.

Arrow has also established a strong performance history through its dedicated Arrow Credit Opportunities (ACO) fund series:

• ACO I (2020): €1.7bn
• ACO II (2022): €2.75bn

These funds reflect investor confidence in Arrow’s strategy and its ability to navigate evolving credit markets.

Competitive Advantage

Arrow’s decentralised, local-platform model is purpose-built to capitalise on complex, fragmented credit markets. With two decades of experience and strong on-the-ground relationships, Arrow excels in sourcing granular, high-value opportunities that are often inaccessible to others. This foundation supports the firm’s commitment to delivering superior risk-adjusted returns through strategic positioning and disciplined execution.