I checked their website and it seems that they classify their
business into 3 categories: Operating Lease Assets, Loan Portfolio
and Securitization Assets and Alternative Assets.
In layman's terms:
Operating Lease Assets: They have a share in fixed assets that
provide rent as a cashflow.
Loan Portfolio and Securitization Assets: They have a portfolio
consisting of a multitude of loans made out to different firms and
sectors.
Alternative Assets: Basically other types of "loan assets" not
covered in the first two categories. Currently, their looking into
renewable fuels and alternative energy loan exposure.
In even layman's terms, their a fund whom cashflow comes from
loans. 
