Innovatus’ investment objective is to identify and capitalize on market distress, disruption, and growth. In the increasingly volatile modern market, these shifting market factors can uncover new, compelling, and value-add investment opportunities: 

We aim to capture unique opportunities that arise from the factors highlighted above. These opportunities will materialize as capital-constrained financial institutions, corporations and other holders of assets restructure their balance sheets, divest platforms and seek alternative means of capital investment.  Fewer capital providers, the repositioning of financial institutions due to market conditions, and restrictive and costly regulations should lead to an attractive environment for stable and committed investors, particularly those with access to long-term capital.

PORTFOLIO CONSTRUCTION

To capitalize on identified areas of market, growth, and distress, Innovatus invests across three distinct dimensions to create robust portfolio diversity.

Asset Class Diversity

Innovatus' portfolio includes investments that span multiple industry sectors, asset types, and companies at varying levels of maturity

Capital Structure Flexibility

To strike a balance between asset classes with varying degrees of inherent risk, Innovatus invests in well established assets, emerging assets, and higher risk/return assets where we have a distinctive perspective or specialized expertise

Underlying Opportunity Drivers

Innovatus intends to capitalize on a blend of dynamics that it sees driving the overall economy by building a portfolio of companies and assets benefitting from various forms of identifiable market disruption and distress

Innovatus’ investment objective is to identify and capitalize off of market distress, disruption, and growth. In the increasingly volatile modern market, these shifting market factors can uncover new, compelling, and value-add investment opportunities: