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.
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.
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 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.
In the News | April 5, 2023
Institutional Asset Manager: Research from Aeon Investments reveals changing family office investment focusRead more
In the News | April 4, 2023
WealthManagement.com: Family Offices Have Dry Powder Ready to Deploy on Real AssetsRead more
In the News | March 22, 2023
Citywealth: Private debt – A global overviewRead more
In the News | February 15, 2023
The Asset: Sustainability moves up family office agendaRead more
In the News | February 1, 2023
Citywealth: Family offices worry about the risks of investing in the UKRead more
In the News | January 12, 2023
Family Wealth Report: Family Offices Smile On Private Debt – SurveyRead more
Latest news | December 15, 2022
Rankia Pro: Macro Overview – UK Economic OutlookRead more
In the News | November 30, 2022
buzz/vestor: Higher yields and transparency boosting family office allocations to private debtRead more