INVESTMENTS

Investment Philosophy

Occasio’s investment philosophy is built on clarity, discipline, and delivery. Our focus is on identifying opportunities that offer strong risk-adjusted returns and structuring them to meet the expectations of our investors.

We take a considered approach to every investment, with detailed analysis, transparency in structure, and active oversight throughout. This consistent execution has resulted in long-standing relationships and repeat participation across multiple offerings.

As our strategy evolves, we remain committed to providing access to well-considered investment opportunities that reflect a strong understanding of investor needs and long-term goals.

Our Edge

DISCIPLINED SELECTION

Every opportunity is rigorously assessed for structure, return, and downside protection.

ACTIVE OVERSIGHT

Investments are closely managed by a highly experienced team with clear controls and hands-on engagement.

TRUSTED BORROWER NETWORK

Partnerships with experienced borrowers backed by repeat performance and alignment.

INVESTOR-FOCUSED STRUCTURING

Each investment is designed with clear protections and investor preferences in mind.

A consistent record of delivery underpins every opportunity we offer, giving investors the confidence to participate across multiple offerings with clarity and trust

$5-20M

Typical investment per OPPORTUNITY

$330M

CAPITAL DEPLOYED

Our Focus

Occasio prides itself on a partnership approach with our Borrowers and Investors. We seek to understand the strategic goals and objectives of our clients with this in mind.

We structure tailored investment strategies across two core areas, each designed to deliver income-focused outcomes, portfolio diversification, and strong risk-adjusted returns.