Investor Type | Firm |
Industries | IT (& TMT) • FinTech (& Financials services) |
Investing | United States |
Regan Capital, established in 2011 and headquartered in Dallas, Texas, is a S.E.C.-Registered Investment Adviser focusing on structured credit with a specialization in RMBS (Residential Mortgage-Backed Securities). They invest in trades of fixed income securities and financial services sectors. They aim to provide capital preservation and competitive risk-adjusted returns, catering to a diverse investor base that includes endowments, foundations, banks, insurance companies, corporate and public pension plans, family offices, high net worth individuals, and registered investment advisors. Their investment vehicles encompass a 1940 Act Mutual Fund, exchange-traded funds, limited partnerships, and separately managed accounts, extending to various co-investment opportunities. Regan Capital's offerings are not available to the general public, and interested eligible investors may request offering documents directly. They have a specific target on senior, well-structured, collateralized securities, attempting to ensure safety and performance through commingled or separate account structures. Throughout their history, they have taken significant steps, such as launching a floating rate MBS ETF, undertaking mutual fund trust reorganizations, and celebrating key milestones, such as anniversaries, with positive ratings from Lipper and Morningstar. Their website further provides educational videos, market commentary, and research and analysis to enrich investors' understanding, alongside various insights into the impact of their strategies in the market.