Asset origination
Our ability to deploy across a breadth of asset classes and sub-classes is a powerful differentiator. We have a track-record across value segments with the talent, technology and off-market origination capability which collectively drives our overall portfolio returns.
- Arrow’s local franchise model originates granular, off-market deals at strong risk-adjusted returns
- Market-leading local platforms support a central investment team
- Ability to aggregate granular proprietary opportunities
- 78% of Arrow & Funds investments off-market
Our point of view
This high fragmentation of different types of distressed assets allows us to hone in on and dominate a number of high value niches with strong return profiles.
Asset underwriting
We have a strong track record of delivering high returns in excess of original underwrite.
Investment track record of more than 20 years
Deep knowledge, expertise and relationships in each target geography underpinned by our local platforms
Prudent underwriting across multiple asset classes
Consistent underwriting outperformance
109% realisations vs. underwrite (off-market deals)
Arrow has a significant data and tech advantage – 35 million data records
Propriety data set + local expertise and data in new geographies + conservative approach to underwriting = consistent underwriting outperformance over 19 years.
- Proprietary data set of 10m customer accounts and over 35m data records built over 15 years of collection data
- In-house platforms, with c. €80bn of assets under management provide insight into asset performance to complement analytical approach
- Centre of excellence in underwriting and analytics in Manchester & London (UK), coupled with specific local in-country expertise to give significant benefit of single country approach
- Access to credit bureaus (UK & Ire, Netherlands, Italy) and central bank (Portugal) to supplement proprietary data
- Realisations vs. underwrite 109% (off-market deals)
- <1.5% loss rate
Our point of view
Our forensically driven underwriting capability comprises c. 2,000 people on the ground, 20 servicing platforms, industrial scale data records and technology for strong, predictable returns from a highly diversified asset mix.
Asset servicing
Our in-country servicing platforms provide us with knowledge and relationships that is difficult to replicate without being an ‘owner-operator’.
UK and Ireland
6 platforms, ~650 professionals, €15 billion AUM
Netherlands
4 platforms, ~400 professionals, €6 billion AUM
Portugal and Spain
6 platforms, ~770 professionals, €12 billion AUM
Italy
4 platforms, ~290 professionals, €48 billion AUM
6 countries, 20 platforms, c. 2,000 professionals operating in multiple asset classes
Our servicing businesses employ over 2,000 professionals and service assets on behalf of Arrow, banks and other distressed debt funds. These local businesses provide proprietary insights into a diverse range of assets at a highly granular level.