Chadds Ford, PA — March 25, 2026 — Eppler Capital today announced the three-year performance of its Promissory Note Fund, a period many institutional investors view as a meaningful test across a full market cycle. Over this span, the fund delivered a 29.89% total return, assuming dividends were reinvested. The strategy is designed to provide a fixed return of 9% annually, with the option for investors to receive monthly distributions, while continuing to outperform traditional bond indices.
The Eppler Capital Promissory Note Fund is designed to provide stable income that outpaces inflation and government and corporate bonds, while avoiding the volatility typical of equity markets. Although U.S. equities delivered higher returns over the same period, they experienced significant drawdowns, including a sharp decline following the announcement of global tariffs last year. In contrast, the Promissory Note Fund maintained consistent performance and stability throughout that period.
“We are pleased to have met our objectives for both returns and risk management,” said Craig Eppler, Founder of Eppler Capital. “The fund has delivered consistent monthly income for 36 consecutive months, with no troubled loans or material underperformance among holdings. These results are particularly meaningful given the trust placed in us by our earliest investors.”
Eppler Capital’s strategy emphasizes disciplined underwriting, asset-backed lending, and partnerships with experienced management teams. The fund focuses on businesses with established operating histories, avoids highly cyclical sectors, and maintains limited exposure to real estate. This diversified approach has helped mitigate the impact of broader economic volatility.
While larger private credit funds have recently faced return pressure due to increased competition in high-profile sectors, Eppler Capital continues to identify attractive opportunities among small and midsized businesses. Lower competition in this segment supports favorable lending terms and reinforces confidence in the fund’s ability to deliver steady income going forward.
Investors seeking additional information about the Eppler Capital Promissory Note Fund may contact Eppler Capital at (610) 300-3316.
Important Disclosures: Past performance is not a guarantee of future results. The fund is intended to be held as part of a diversified portfolio and is available to qualified investors only.