Our team’s approach to investing is based on rigorous bottom-up fundamental financial and legal analysis.
HoldCo typically invests in out-of-favor or orphaned asset classes that may be mired in complexity but are still inherently analyzable. We believe that many investors are simply unwilling to invest in assets that do not have established price discovery, are illiquid, complex, and/or constitute substantial but minority positions in a capital structure. In addition, securities that do not have steady and current cash flow streams or are undergoing processes that are associated with distress are often mispriced. HoldCo was set up to fill this void and purchase assets that suffer from a chasm between top-down perception and bottom-up reality.
Typical investment situations may include:
- Secondary purchases of sub- and non-performing loans and structured credit products
- Subordinated debt
- Trade claims
- Minority and control equity investments
- Bridge instruments
- Industries encountering non-typical distressed cycles