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

Bloomberg News: Credit Suisse Funds CLOs in Bet on UK’s Wobbly Real Estate

In the News | September 16, 2022

Bloomberg News: Credit Suisse Funds CLOs in Bet on UK’s Wobbly Real Estate

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43% of global institutional investors expect fixed income performance to continue to decline: survey

In the News | August 31, 2022

43% of global institutional investors expect fixed income performance to continue to decline: survey

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Report: The Fixed Income Problem

Research | August 25, 2022

Report: The Fixed Income Problem

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Property Magazine International: Lenders will increasingly shun projects with poor ESG Credentials

In the News | August 23, 2022

Property Magazine International: Lenders will increasingly shun projects with poor ESG Credentials

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Assetz Capital secures £200 million funding from Aeon Investments to boost SME lending

Announcement | August 16, 2022

Assetz Capital secures £200 million funding from Aeon Investments to boost SME lending

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City A.M: Assetz Capital snags £200m to bolster small business support in mortgage lending

In the News | August 15, 2022

City A.M: Assetz Capital snags £200m to bolster small business support in mortgage lending

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Research reveals major Fixed Income concerns from Institutional Investors

In the News | July 29, 2022

Research reveals major Fixed Income concerns from Institutional Investors

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Aeon Investments secures £450m lending agreement with WayPark Capital

Announcement | July 7, 2022

Aeon Investments secures £450m lending agreement with WayPark Capital

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