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Our Strategies
A&I Invest Holding seeks to partner with quality management teams with a strong track record, a well formulated strategy and the ambition to grow their company.
We typically invest in the capital of companies directly in the equity or through convertible obligations. We can take minority stakes or majority stakes, depending on the transaction and the needs of our partners. While we primarily invest in established companies, we have also provided growth capital to businesses at a relatively early stage of their evolution.
Each situation creates its own transaction. We are here to build a transaction that suits the needs of the existing shareholders and management. We can create a tailor made deal for capital transmission situations or spin-outs as well as situations where companies simply need to strengthen their capital structure.
Distinctive investing – beyond the obvious. We seek to enhance our financial outcomes. Our strategies are designed to add value and enhance portfolio efficiency; with a distinctive investment approach and robust risk framework.
Below are our global strategies:
FIXED INCOME
For over 30 years A&I Invest has specialised in fixed income strategies. Over this time we have seen the asset class evolve significantly, and as times have changed, so has our offering. Our capabilities in this area allow our clients to access the most sophisticated strategies available.
EQUITY
A&I Invest offers a wide range of equity strategies focused on developed and emerging markets as well as specialist and absolute return approaches. Our funds are actively managed with clearly differentiated investment approaches.
Our investment teams benefit from the freedom to follow their own philosophy and processes; typically with active, conviction investment styles that are not wedded to benchmarks, allowing them to exploit a greater range of opportunities than traditional managers.
SYSTEMATIC
A&I Invest Systematic comprises our systematic macro and alternative risk premia capabilities.
Our highly experienced investment teams conduct rigorous scientific research to create strategies that identify and harvest multiple sources of returns, uncorrelated to traditional asset classes.
CASH-OUT, CAPITAL TRANSMISSION
Existing shareholders sell a portion of their ownership to our fund to monetize their stake. In some situations, these transactions are coupled with a capital increase to fund future growth projects of the company.
JVs
We can assist industrial players in the establishment of a project. We can either jointly acquire a brownfield project or develop a greenfield project together. This can be particularly attractive to foreign institutions looking for a local partner who can assist them in their penetration of a new market.
