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Investment Management

A private credit strategy built for institutional diligence.

Baruk Capital Group manages Baruk Private Credit Fund I, a short duration, income-focused private credit strategy built on disciplined underwriting, current income, and downside protection. What follows is written for allocators conducting due diligence.

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Strategy

A private credit strategy built on three disciplines

The fund lends across revenue based lending, asset backed lending, and specialty finance, with every allocation underwritten first for capital preservation.

Duration

Short Duration

Capital is deployed into short duration instruments, reducing mark to market risk and giving the portfolio frequent points to reassess credit quality and redeploy.

Income

Current Income

The strategy is built to generate current income from contractual repayment structures rather than relying on exit multiples or appreciation.

Protection

Downside Protection

Underwriting emphasizes collateral position, cash flow visibility, and diversification across borrowers and sectors to protect principal.

Underwriting Process

How capital moves through the fund

A disciplined, repeatable underwriting process governs every allocation, from origination through active monitoring.

01

Origination

Deal flow is sourced through a private network of specialty finance originators, private lenders, and family office co-investment partners, rather than broad market solicitation.

02

Underwriting

Each opportunity is evaluated on collateral position, borrower cash flow, and structural protections before capital is committed.

03

Structuring

Terms are structured around short duration exposure and contractual repayment, prioritizing principal protection over yield maximization.

04

Active Monitoring

Positions are monitored on an ongoing basis, with active portfolio management applied across the life of each loan rather than at origination alone.

Portfolio Construction

Diversification and duration, by design

Portfolio construction follows the same discipline as each individual underwrite. Positions are diversified across borrowers, sectors, and loan types, sized to avoid concentration in any single credit, and weighted toward short average duration to limit mark to market exposure and create frequent points to reassess and redeploy capital.

Risk Management

Risk managed at the position and the portfolio level

Every allocation is underwritten first for collateral position and cash flow visibility, then monitored on an ongoing basis after closing. Portfolio-level exposure is sized and diversified so that no single credit event threatens the integrity of the overall portfolio.