SAIL Investments

SAIL Investments (“SAIL”) is a private credit asset manager based in The Hague, The Netherlands, investing globally (https://sail-investments.com/).

SAIL’s overarching strategy is to look at the world top-down, thereby identifying fundamental industry sectors which can and need to transform towards sustainable production modes in order to stay aligned with planetary boundaries to thus remain economically relevant.

SAIL self-originates and lends directly on a long term, senior secured basis to sponsor-less mid-market and large cap corporates, globally. 

Sustainability is SAIL’s strategic alpha driver. SAIL's investment approach is to embed a Sustainable Value Creation Plan (SVCP) into the growth plans of its borrowers, pre-loan disbursement. The borrower subsequently commits to the transition as expressed by sustainability maintenance covenants in addition to heavy financial covenants, linked to the loan pack. This way, SAIL derisks the credit as it mitigates physical risk its borrower’s businesses are exposed to, improves the market position of its investee companies, allowing them to access additional, new markets and to thus increase their growth and margins and in addition, over the medium to long-term, allows them to lower their cost of capital, given their sustainability credentials.

For investors, the SVCP driven value unlock translates into a "double hedge" benefit, seen from a total credit portfolio perspective: on the one hand the strategy provides LPs access to a large investment universe and delivers efficient total credit portfolio diversification next to traditional (e.g. US, LBO) private credit and on the other hand derisks LP portfolios as SAIL’s credit decreases physical risk and hence bolsters total portfolio resilience. In addition, as SAIL provides LPs access to real-world nature & biodiversity, natural capital assets and climate investment (beyond mitigation) opportunities, it supports its LPs to improve on and meet their net-zero and nature positive objectives.

SAIL’s global private credit strategy is aligned with EU SFDR Article 9, covers SDGs 2, 5, 6, 8, 12, 13, 15 and 17 and reports under UNPRI, UN GC, TNFD and TCFD.