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.

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What we do

Aeon Investments

– The long view

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Our responsibility

Building the future

— Sustainably

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Our people

Leading expertise

– A wealth of experience

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Latest news

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

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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

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Citywealth: Private debt – A global overview

In the News | March 22, 2023

Citywealth: Private debt – A global overview

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The Asset: Sustainability moves up family office agenda

In the News | February 15, 2023

The Asset: Sustainability moves up family office agenda

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Citywealth: Family offices worry about the risks of investing in the UK

In the News | February 1, 2023

Citywealth: Family offices worry about the risks of investing in the UK

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Family Wealth Report: Family Offices Smile On Private Debt – Survey

In the News | January 12, 2023

Family Wealth Report: Family Offices Smile On Private Debt – Survey

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Rankia Pro: Macro Overview – UK Economic Outlook

Latest news | December 15, 2022

Rankia Pro: Macro Overview – UK Economic Outlook

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buzz/vestor: Higher yields and transparency boosting family office allocations to private debt

In the News | November 30, 2022

buzz/vestor: Higher yields and transparency boosting family office allocations to private debt

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