Value-oriented investment manager serving high net worth individuals, family offices and institutions.


The Kodiak Fund I invests opportunistically in corporate and middle-market loans, bonds, and equity securities.  The Kodiak Fund I is designed to generate superior risk adjusted returns through all phases of the corporate credit cycle – in essence, it’s what we call an “all-weather” strategy.


The Baikal platform provides a bridge between sophisticated individual and small institutional investors and select “best-of-breed” investment funds.

200 South Tryon Street, Suite 1700
Charlotte, NC  28202

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