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Investment Approach

STRATEGIC
Opportunistic investments and security selection

Publicly traded securities and private market assets

 

Invests across asset classes and in uncorrelated, niche strategies

RISK MITIGATING
Seek downside protection through investment selection and risk-based portfolio construction

OPTIMIZED
Optimize investment vehicle selection based on expected duration of investment thesis, expected return drivers, desired liquidity, and fee considerations

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Internally-managed multi-asset portfolio, including individual securities

 

Externally-managed, traditional LP private investments

 

Hybrid portfolios, ranging from bespoke vehicles co-managed with external investment partners, separate accounts, and note offerings

Our Investment Advantages

Use of internally managed portfolios

Niche investments

Focus on portfolio yield

Opportunistic use of investment vehicles

Niche investments

Use of internally managed portfolios

Investor network referrals

Investor network referrals

Opportunity Set

Private Credit  |  Structured Credit  |  Real Assets  |  Opportunistic Fixed Income  |  Equity

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