Our approach

Aeon Architecture
— A proven model

A proven, signature investment model, targeting long-term, robust, sustainable, process-driven income generation.

We are focused on delivering long-term superior risk-adjusted returns, through stand-alone investments that provide our investors access to key economic sectors. This is achieved by minimising downside risks to ensure capital preservation, and by designing a structure which prioritises alignment of interests.

Our approach

We employ a research-driven investment approach and use a combination of qualitative and quantitative techniques. Idea generation and our due diligence process are based on a top-down approach, considering economic, credit and industry cycles, to identify inefficient markets and pricing dislocations.

At the portfolio level we utilise a bottom-up approach, employing a rigorous due diligence process to assess the intrinsic value of the underlying collateral or credit, manage risk, and ultimately maximise return potential for our investors.

Risk management

This structural, statistical, and fundamental approach gives us a deep understanding of risk, allowing us to mitigate and structure for idiosyncratic and systemic risk during portfolio construction, and for the duration of the investment.

Our process

Our investment process is comprehensive, disciplined, conservative and risk-focused. It brings together, industry dynamics, technical credit analysis, and fundamental analysis, to form a robust investment thesis and philosophy, focused on delivering on our investment objectives, and on our commitment to our investors.

Read more

What we do

Aeon Investments

– The long view

Read more

Our responsibility

Building the future

— Sustainably

Read more

Our people

Leading expertise

– A wealth of experience

Read more

Latest news

Financial Investigator: Perception A: Fixed income allocations are too low

In the News | November 14, 2023

Financial Investigator: Perception A: Fixed income allocations are too low

Read more
Funds Europe: Research finds investors plan higher allocations to alternative credit

In the News | November 1, 2023

Funds Europe: Research finds investors plan higher allocations to alternative credit

Read more
Pensions Age: Nine out of ten investors set to increase allocations to multi-asset credit strategies

In the News | October 17, 2023

Pensions Age: Nine out of ten investors set to increase allocations to multi-asset credit strategies

Read more
Benefits Canada: Pension funds seeking inflation protection through illiquid assets

In the News | July 18, 2023

Benefits Canada: Pension funds seeking inflation protection through illiquid assets

Read more
Benefits Canada: 81% of institutional investors anticipate de-risking over next two years – survey

In the News | June 20, 2023

Benefits Canada: 81% of institutional investors anticipate de-risking over next two years – survey

Read more
Institutional Asset Manager: Research from Aeon Investments reveals changing family office investment focus

In the News | April 5, 2023

Institutional Asset Manager: Research from Aeon Investments reveals changing family office investment focus

Read more
WealthManagement.com: Family Offices Have Dry Powder Ready to Deploy on Real Assets

In the News | April 4, 2023

WealthManagement.com: Family Offices Have Dry Powder Ready to Deploy on Real Assets

Read more
Citywealth: Private debt – A global overview

In the News | March 22, 2023

Citywealth: Private debt – A global overview

Read more