hard · Private Credit & Debt

A direct lending portfolio has a 10% concentration in healthcare and 10% in cyclical manufacturing.

If the healthcare sector experiences a reimbursement cut and healthcare loan PDs increase by 5%, while the rest of the portfolio is stable, how does this affect the overall portfolio's risk profile compared to a single-sector fund?

  1. The impact is dampened by industry diversification, as the loss is localized to one sector.
  2. The portfolio will experience a full recovery within one quarter due to Level 3 smoothing.
  3. The risk profile is identical if the healthcare loans have the same credit ratings.
  4. The diversified portfolio is more risky because of exposure to multiple industries.

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