Investment Management
Haven Green’s portfolio of strategies provides a comprehensive and complementary product range avoiding overlap across asset classes.
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Equities
Global Value Equities
Global Renewables
Global Water
Energy Transition
Global Listed Infrastructure -
Fixed Income
Asian Credit
Insurance-Linked Securities
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Alternatives
AI/Machine-based Learning
Renewable Energy Multi-Manager
Private Credit
Private Equity
Our Investment Managers
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Haven Green forms long-term partnerships with a select group of high-quality investment managers who are aligned with our philosophy of sustainability and/or impact investing.
For managers who demonstrate a desire to transition to sustainable/impactful investing, Haven Green can navigate this difficult journey with them. Haven Green is the outsourced marketing and distribution function of investment managers.
Liquid Strategies:
Hotchkis & Wiley
A long-established value manager based out of Los Angeles, USA. Since 1980, Hotchkis & Wiley has focused on discovering undervalued securities through extensive internal research. Visit Website
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A concentrated equity investment manager that seeks to invest in the most attractively valued domestic and international companies.
Sole focus on value and a philosophy and process that represents a time-tested approach which outperforms through cycles.
Robust, integrated investment and risk assessment, integrating both fundamental and sustainability factors and risks.
Incorporate a 5-step investment process to analyse the strongest candidates on their normal earning powers, ESG criteria, and their fundamental risk rating before making an investment decision.
Osmosis Investment Management (OIM)
A London based Quantitative Investment Manager. The firm is dedicated to sustainable investing and has developed a unique investment process which analyses the economic value created by a company that takes sustainable action to manage Carbon Emitted, Waste Generated, and Water Consumed, relative to value creation or revenues (Osmosis Resource Efficiency Factor). Visit Website
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Resource Efficient Equity Strategies
The main global equity strategy (Osmosis Resource Efficient Core Equity Strategy) seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World.
The portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely replicating the factor exposures of the underlying benchmark with the active exposure being delivered through the Osmosis Resource Efficiency Factor.
The strategy excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Osmosis Investment Management was awarded Boutique Manager of the Year at the Environmental Finance Sustainable Investment Awards in both 2022 and 2023.
Tenax Capital
Established in 2005, is an Italian-founded company with offices in Milan and London. Tenax Capital has a team of high-quality experienced individuals from the insurance industry, with a strong track record in the ILS catastrophe bonds market. Visit Website
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The firm has two award-winning bespoke strategies, focussing on ILS Cat Bonds and SME sustainable credit. Both strategies boast inflation hedging characteristics and are disclosing to SFDR article 8.
Italian SME Sustainable Credit
Italy-focused SME strategy, supported by the Invest EU program which provides significant underwriting benefits and a strong solvency II outcome.
The strategy is comprised of floating-rate coupon instruments that provide an inflation hedge.
Insurance Linked Securities
The ILS strategy aims to avoid exposure to extreme risk events through the use of their proprietary modelling, which they use to predict the likelihood of these events.
Through their process they aim to have a default similar to investment grade bonds whilst also benefiting from returns of their floating rate coupon. ILS is an asset class that offers demonstrated diversification from traditional financial markets and the broader economy.
Illiquid Strategies:
Alpha Intelligence Capital (AIC)
A global VC fund dedicated to investing in artificial intelligence and machine learning. The company was founded in 2018 with an exclusive focus on algorithmic sciences and a deep knowledge of which industries and business will benefit the most from AI and ML. Visit Website
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The team boasts a strong track record in AI and ML, with co-founder Antoine Blondeau being a part of the team that delivered Siri.
AIC is currently raising for their second fund (Fund II), with a hard close of $300 mln in September 2024.
Blue Like An Orange
A sustainable Latin American SME debt manager. Founded in 2016 with a clear vision – to finance entrepreneurs in Latin America - an under-served market with limited financing options and huge potential for impact. Visit Website
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Blue Like An Orange only invests in projects that have a meaningful and measurable positive social and environmental impact.
Experienced team with proven track record in development and private debt in Latin America.
The strategy targets primarily mezzanine or subordinated financing and sectoral exposure to renewable energy, sustainable infrastructure, healthcare, education, and agri-business.
The strategy follows a strict due diligence process for making decisions on selections that are aligned with seven of the UN SDGs and Blue like an Orange’s objectives.
CF Private Equity
With over $23 billion in committed capital and investing since 1988, CFPE is part of the prestigious Common Fund, which is a non-profit founded in 1971 to drive financial returns for clients while advancing best investment practices. CFPE operates across a diverse set of asset classes, including buyout, venture, real assets, secondaries, and emerging sectors like blockchain. Visit Website
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In 2020, CFPE took a significant step towards addressing global environmental challenges with the launch of their first Environmental Solutions Fund ($232 million in capital). They are now raising for their second Environmental Solutions Fund (CES II) investing in private, opportunistic global investments focused on three core sectors - Renewables, Resource efficiency, and Food, agriculture & water.
Fountain Healthcare Partners
An experienced European life sciences VC fund manager, with deep scientific and operational expertise in the life science industry. Headquartered in Ireland with NY office provides investors with deal flow and syndication opportunities from both EU and US. Visit Website
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Investing in life sciences can have a significant impact across ESG factors and betters the lives of future generations.
Fountain currently raising Fund IV with a target of €125M and a hard cap of €140M.
Fountain’s core team is supported by a world class advisory board with an active role in advising Fountain on multiple issues such as deal sourcing, product development and commercial evaluation.
Lion Global Investors
A full coverage Asian specialist, with a 36 year history and multi-dimensional analysis of Asian markets. Visit Website
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Lion Global Asia HY Bond Strategy
Advantage as a cornerstone investor in the Singapore fixed income market.
Active approach.
Emphasis on issue selection and bottom-up analysis.
Country allocation is a result of the bottom-up issue selection process.
NXT Capital
A US Middle Market Private Debt manager located in the USA. The firm was established in 2010 and were acquired by the ORIX corporation in 2018. Visit Website
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Focused on actively managing the less efficient lower middle market
Senior team, with 25+ years of experience of sustaining middle-market lending platforms over economic cycles to produce risk-adjusted returns in various market conditions
Currently raising $1.0-$1.5 billion in Senior Loan Fund VII, closing October 2024
QVIDTVM
An investment firm founded in 2019 on a core set of investment principles and practices with the belief that investors are partners. Visit Website
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QVIDTVM is a team with a shared vision and history, having worked together at Morgan Stanley. The philosophy is based on the power of compounding with the belief that:
QVIDTVM are business owners and not stock speculators.
They seek to generate long term returns through investments in a portfolio of franchise companies, purchased with a margin of safety.
They become experts in select business models and industries.
They apply a distinctive and nuanced lens to the marketplace, which allows us to participate in unique situations and opportunities.
They are structured for the long term, and do not get distracted by the day to day and short term “noise” of the benchmark driven market.
VisionStone Investment
VisionStone was founded by the ex-Morgan Stanley China Private Equity team. They are currently raising for their second fund, a USD-denominated China-themed PE fund.
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Having successfully launched and closed their inaugural fund-a 2 billion RMB denominated fund, the team’s focus now turns to their follow-on fund, a USD denominated China-themed PE fund. With an initial target of USD 800 million, the USD Fund is poised to invest in indigenous Chinese companies, as well as those with strategic ties to the Chinese market.
What sets VisionStone apart is not only their cycle-tested performance track record (the team boasts over 13 years of collaborative experience at Morgan Stanley Investment Management), but also their unique proposition centred around market access and knowledge sharing in the Chinese market. With a focus on control buyouts and selective minority growth situations in the Greater China area, supplemented by cross-border investments, VisionStone aims to leverage their established localised insights and contacts in key ecosystems such as Business Services, Consumer Retail, and Hardware & Software Tech. Furthermore, their strength in creatively structuring investments and exits is a compelling differentiator.
Opportunities Await.
Connect with us:
info@havengreengroup.com
Haven Green Group Head Office
Smyth House,
6/7 St Stephens Green,
Dublin 2,
D02 X827, Ireland
Haven Green Investment Management Limited is authorised and regulated by the Central Bank of Ireland PO Box 559, Dublin 1 Ireland, under the Markets in Financial Instruments Directive 2017 to engage in the distribution of investment funds and transferable securities to professional clients. HGIM is registered in Ireland (no. 705794), registered office Smyth House 6-7, St Stephens Green, Dublin 2, D02 X827 Ireland. View Private Policy.