
FSIC II invests primarily in the senior secured debt of private companies. The illustration to the right shows the various ways companies raise money (or “capital”). Debt sits at the top of the capital structure above equity because generally those who lend to a company must be paid back before those who own the company's equity.
Flexibility
FSIC II will actively seek to hold a combination of debt investments that can generate current income and potential growth for investors. Not all debt is the same; some types are secured by the borrower's assets and have a higher rank in terms of their priority in being repaid.
FSIC II will focus primarily on senior secured loans, though it has the flexibility to invest in other securities to take advantage of different opportunities as market conditions change.
Focus on Private Companies
Another important distinction of FSIC II is that the majority of its investments will be in private companies. Private does not necessarily mean small. FSIC II will generally invest in private companies that are mature and well-managed, often with cash flows in the hundreds of millions of dollars. See the fund’s prospectus, as supplemented, for a recent list of holdings in the portfolio.
Access to Proprietary Deal Flow
FSIC II will not only hold loans that are widely traded or broadly syndicated by many institutions. It also has exclusive access to “proprietary transactions,” which are privately negotiated or originated by its sub-adviser, GSO / Blackstone. These types of investments tend to offer more favorable terms than investments in non-proprietary assets.
Risks to Consider