Tao Overview Presentation to State of Connecticut Retirement Plans and Trust Funds
SIXTH STREET PLATFORM
Opportunities
Corporate
Distressed-
for-Control
6
Corporate
Dislocations
Asset Special
Situations
Fundamental
Strategies
Stressed
Public Credit
Distressed
Public Credit
"2-step" and Other
Opportunistic
Situations
Growth
Growth
Debt
Stapled Solutions
"Sixth Street
Playbook"
Structured Equity
61
SIXTH
STREET™
Specialty
Lending
European
Mid Market
Direct Lending
US Mid Market
Direct Lending
1. AUM presented as of 3/31/2020 plus additional capital commitments closed through 7/9/2020.
Infrastructure
Stressed
Structurally
Complex
TAO Vehicles
Niche
Agriculture
SIXTH STREET HIGHLY CONFIDENTIAL
Cash
Yielding Assets
Uncorrelated
Return
Characteristics
Adjacencies
Defensive
Yield
Uncorrelated
Assets
$46 BILLION¹ ACROSS 8 SIXTH STREET FUND FAMILIES
Stressed
Opportunities
Credit Market
Strategies
Bank
Loans
CLOS
Structured
Credit
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