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The Crystal Fund team is pleased to announce the launch of its latest strategy, BK Opportunities IX, which will expand our investment platform with a dedicated focus on BB-rated CLO tranches across both USD and EUR markets. The fund will officially launch on September 10, 2025.
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You can access the key materials for BK Opportunities IX through the links below:
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This new fund fits directly with the DNA of Crystal Fund, which has long been anchored in mezzanine and equity investing. BK Opportunities IX continues this tradition of targeting segments of the capital structure where disciplined credit selection and active management can deliver compelling outcomes.
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The strategy also seeks to capitalize on short-end market arbitrage while positioning portfolios to remain resilient across a wide range of future scenarios. By accessing BB tranches in both euro and U.S. dollars, investors can benefit from an attractive balance of yield, liquidity, and structural protection.
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Key features of BK-9 are:
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- 7-year fund (5 years of reinvestment and 2 years of amortization)
- USD & Euro Classes
- Distributing & Accumulative Class:
- Distributing Class: quarterly distributions
- Accumulative Class: will only be distributed in years 6 and 7
- Base Management Fees: 1.00%
- Performance Fees:
- 20% p.a. after 7.0% net annual return since inception
- Triggered after 2 years
- No catch-up
- Portfolio managers will invest personally in the fund under the same terms as other investors
We look forward to discussing this new opportunity with you and sharing how BK Opportunities IX can complement your allocations within the Crystal Fund platform.
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Crystal Fund Investor Relations
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Crystal & BK Opportunities Funds
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This is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to law or regulation. The information contained herein is for information only and does not constitute an offer regarding any product. The document has been prepared by Oristan Ireland DAC and the data have not been audited nor verified. Past performance cannot indicate future performance. There is no assurance that the investment objective will be achieved and investment results may vary.
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