Oceana Australian Fixed Income Trust
The Trust is a leading fixed income product with a highly diversified portfolio of Australian debt assets with a strong bias towards trade and debtor finance and includes a global investor base. (For Wholesale Investors Only)
The Trust is a private debt ABS (Asset Backed Securities) securitisation program.
OAFIT has fixed income characteristics of regular distributions combined with structural subordination and credit enhancement features. We offer three tranches of Notes (A, B, C), and have a 7 year audited track record with a predominantly institutional investor base.
The underlying assets of the fund are typically short term receivables, centred largely around invoice financing, corporate lending, SME loans, and supplier finance.
Combining equity and credit underwriting expertise, OAFIT offers alternative asset-backed investments to suit income-oriented investors.
OAFIT is a securitized portfolio of Asset Backed Securities (‘’ABS’’). The fund applies the principals of securitization across the private debt sector and is unique in its value proposition by providing access to a range of private debt investments including, invoice and supplier finance, corporate lending, and SME loans, within a risk mitigated strategy.
OAFIT offers first-loss protection and credit enhancement to all investors across its capital structures with the principals participating in the first-loss piece of the structure.
OAFIT’s fixed income portfolio aims to provide regular distributions, and its typically short-term loan bias also seeks to offer liquidity in a traditionally ‘’illiquid’’ asset class. We have a 7-year audited track record and count some of the world’s largest asset managers and credit funds in our capital table. The fund is supported by ~150 FTE across its underlying funding vehicles and accesses market leading technology and systems architecture in its portfolio management.
Oceana is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset classes.
We follow a set of principles, which is reflected in our product offerings, fundraising strategies, risk management approach, and disciplined underwriting standards.
Oceana is a leading Australian alternative investment management firm with expertise in private credit and specialty property equity strategies.
We deliver superior risk-adjusted returns through diligent and robust structures that abide by six core principles. Since inception, Oceana has placed $1.5 billion of financial products with high net worth and institutional investors.
A structured finance specialist, Mr Lewis has spent more than two decades in the industry, launching Oceana Investments (Asia) Limited in 2014, he has overseen the growth of Oceana Funds’ flagship Oceana Australian Fixed Income Trust (“OAFIT”), creating one of Australia’s best performing fixed-income investment vehicles since 2016.
Since inception OAFIT has placed more than $1.5bn of medium-term Notes with wholesale and sophisticated investors. Mr Lewis also co-founded Oceana Property Partners in 2021 and has since completed the funding and acquisition of its founder assets.
Mr Lewis believes in structuring, partnership, risk management, and takes a ‘best-of-breed’ approach to all Oceana's strategic endeavours. Previously he was Executive Director of Oceana Investments (Asia) Limited, responsible for the management of a structured credit and direct equity investment portfolio focused on the consumer and technology sectors. Mr Lewis spent five years at Investec Bank in the UK within the structured finance division and earned an MBA from ESADE Business School in Barcelona, Spain.
He has a Finance and Operations Management (minoring in Economics) Degree from the University of Massachusetts, Amherst (cum laude) and is a member of the Credit and Investment Committee of FC Funds Management Pty Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd. He is also an observer to the board of Finstro Holdings LLC.
Sydney-based banking and finance specialist Gary Segal joins Oceana Funds as COO and General Counsel, bringing more than 17 years of industry experience to the role. He joins us from HSBC Bank Australia Limited where he was formerly Head of Wholesale Legal covering HSBC’s global banking, commercial banking and global markets businesses.
A specialist in corporate finance, Mr Segal has extensive experience in cross border (syndicated, club and bilateral) acquisition and general corporate facilities, distressed debt transactions as well as corporate and real estate acquisition financing. He also has broad M&A and structuring/company secretarial experience including setting up structures for investment syndicates.
A graduate of the University of NSW, Mr Segal holds a Bachelor of Laws (graduating with a distinction average) and Bachelor of Commerce majoring in finance and IT.
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