Our diverse programs, flexible investment strategies, and specialized teams allow us to identify and pursue innovative investment opportunities successfully.
We are focused on defensive equity exposure through a concentrated portfolio of attractively valued securities. These comprise high quality developed market equities, supported by strong, balanced sheets and with limited risk of permanent capital impairment.
Our approach involves a focus on consistent returns over the long run by gaining exposure to a broadly diversified mix of asset classes.
We seek to realize attractive risk-adjusted returns in global credit markets, based on disciplined fundamental bottom-up research. To help achieve this, we partner with world-class asset managers and also look at private credit opportunities, where our flexibility in structuring capital solutions to third parties provides added value to our partners.
We invest in a broad range of intellectual property assets, including healthcare-related investments, such as royalties on pharmaceutical products and healthcare private credit.
We invest alongside like-minded partners, such as private equity sponsors, strategic operators, and issuers, who have reliable track records, and in transactions that provide us with alignment, down-side protection, and management capabilities.