Monthly Insights From Heron: Tariff Talk (April 2025)
In our first Monthly Insights, we dive into how Trump's tariffs are impacting private credit and Heron's portfolios.
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How Private Credit Can Help Investors Weather Volatile Markets
See how private credit has historically performed during market volatility.
Q&A with a 20+ year private credit veteran: 3 trends to watch, how to prepare for downturns, and more
In this blog, we have a Q&A with Stellus Capital Management's Partner and Co-Head Private Credit, Dean D'Angelo. Stellus is one of the longest tenured direct lenders specializing in senior secured loans in the lower middle market.
Private Credit: 5 Charts All Investors Need to See in 2025
From outperforming returns to lower volatility, private credit as an asset class has proven its stability over the long run compared to other investments. Here’s the data to prove it.
3 Misconceptions About Private Credit: What Investors Need to Know
Let's unpack some common misperceptions about private credit and clarify what it should (and should not) be used for by investors.
The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios
At Heron Finance, we believe the private credit market should be more accessible and more personalized to individual investor preferences. That’s why we created the Personalized Private Credit portfolio for U.S. accredited investors to gain exposure to institutional-quality private credit.
Introducing the Personalized Private Credit Portfolio from Heron Finance
It’s an exciting day at Heron. We’re announcing our groundbreaking Personalized Private Credit portfolio—now available to all U.S. accredited investors.
Our Approach to Liquidity
Heron Finance seeks to improve liquidity for its investors. This article explores our approach to liquidity, redemptions and lockup periods.
Heron Finance’s 1% Management Fee Explained
Many investors have been asking what our 1% management fee covers. This article explains why we charge a 1% fee.
The 60/40 is Dead. Long Live the 60/20/20
Learn why investors are moving away from the traditional 60/40 stock-to-bond portfolio, and how they're allocating their investments.
Security Blanket: The Features and Benefits of Senior Secured Loans
Learn the benefits and risks of investing in senior secured loans
Financial Advisors are Steering Clients into Alternative Investments
Learn why RIAs and financial advisors are steering their clients into private credit investments.
What are High-Yield Investments?
As investors look to diversify away from stocks and bonds, they are increasingly targeting high-yield investments. What are these investment types? What features and benefits do they offer? And what risks do they pose to investor portfolios? Read on to learn more.
What is IRR and Why is it Important?
Internal rate of return is a popular method for calculating the return of an investment. This article explores IRR and its usefulness, how it compares to ROI, and why investors should take notice.