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Alternative Investments

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Opportunistic/Distressed Strategies

Article Introduction
Article Main Body
 
Since launching its initial opportunistic vehicle at the onset of the credit crisis, PIMCO has offered distressed strategies to clients seeking attractive return opportunities through a historic and ongoing dislocation in the credit markets. 

In recognition of the importance of the significant asset level expertise required in this space, PIMCO has established a seasoned team of more than 50 individuals devoted to sourcing and analyzing distressed mortgage and corporate credit opportunities.  We believe PIMCO’s opportunistic strategies are uniquely positioned to leverage the strength of PIMCO’s resources and personnel, including the firm’s extensive relationships with global financial institutions and other sellers of risk, and renowned macroeconomic and asset level research.  

Finally, we believe PIMCO’s opportunistic strategies are constructed to effectively unlock value for investors amid an environment of unprecedented change.  We believe flexibility, including freedom from ratings constraints, and a vehicle designed to mirror the limited liquidity of the underlying investments are key tenets of these strategies.  In this way, PIMCO seeks to provide investors with access to the best investment opportunities across the credit spectrum.

PIMCO’s opportunistic/distressed funds include:
Mortgage Credit: Opportunistic strategies primarily focused on residential, commercial or consumer related assets.
  • PIMCO Distressed Mortgage Fund I (DMF I)
  • PIMCO Distressed Mortgage Fund II (DMF II)
  • PIMCO Bank Recapitalization and Value Opportunities Fund (BRAVO)

Corporate Credit: Opportunistic strategies focusing  on employing an active role in the financial restructuring of over-leveraged companies by investing primarily in stressed and distressed corporate loans, bonds, claims and other related securities. 

  • PIMCO Distressed Credit Fund (DCF)

Important: The funds listed above are those within the specific strategy that currently have assets under management and are closed to new investors. None of the foregoing is an offer, or a solicitation of an offer to buy any private fund or investment product.  Private funds are only offered to qualified purchasers and then only pursuant to the fund’s offering documents.

Article Disclaimer
PIMCO provides services only to qualified institutions and investors. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Nothing contained herein should be regarded as investment or other advice.

The following disclosures may not include all risks related to the opportunistic/distressed strategies described above. Additionally, this material is not intended to provide, and should not be relied on for, accounting, legal, or tax advice. You should consult your tax or legal advisor regarding such matters.

General risks: The strategies involve a high degree of risk and prospective investors are advised that these strategies are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. All investments contain risk and may lose value. The strategies will not be subject to the same regulatory requirements as registered investment vehicles. The strategies may be leveraged and may engage in speculative investment practices that may increase the risk of investment loss. The strategies are not expected to be restricted to track a particular benchmark. A strategy’s fees and expenses may offset its trading profits. The portfolio manager(s) are expected to have broad trading authority over a particular strategy. The use of a single adviser applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. The strategies generally involve complex tax structures and there may be delays in distributing important tax information. A substantial portion of the trades executed for certain strategies may be in non-U.S. securities and take place on non-U.S. exchanges. Certain strategies may invest in non-publicly traded securities which may be subject to illiquidity risk. Performance could be volatile; an investor could lose all or a substantial amount of its investments.

Alternative Investments

  • Overview
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  • Opportunistic/Distressed Strategies
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Contact Information

For more information, please contact PIMCOInsurance@PIMCO.com.
Newport Beach
840 Newport Center Drive, Suite 100
Newport Beach, CA 92660
USA

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 840 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2013, PIMCO.

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