Randy Raisman, Marathon Portfolio Manager and Head of U.S. Opportunistic Credit, and Allium's Chief Investment Officer, Scott Thompson, discuss current, (as of September 2026), credit markets and how Marathon's new fund is looking to take advantage of the opportunities.
Founded in 1998, Marathon has invested over $75 Billion in opportunistic credit over the years. They provide tailored solutions across opportunistic credit, direct lending and asset-based lending. One of the attributes that attracted Allium to Marathon is their expertise in dislocated / distressed credit.
Marathon Opportunistic Credit Fund III is targeting 25% of the portfolio for dislocated / distressed credit; a part of the market that requires a unique skillset and can be a valuable portfolio diversifier (and area of attractive returns).
See recording of Webinar held on September 25, 2026 below.