Strategy

The Cloverlay Investment Platform

Our investment thesis targets the fundamental value of tangible and intangible assets. We provide investors with a single point of entry to inefficient and opaque segments beyond the scope of traditional buyouts, growth equity and venture capital.

Our approach combines co-investments, platforms, joint ventures, fund restructurings and secondaries with short-dated primary funds. As we pursue cyclical capital voids and investable dislocations, an Adjacent Private Markets strategy can generate returns uncorrelated with more conventional investment patterns.

We participate alongside domain experts in a variety of asset-intensive verticals:

Resource
Assets________

Natural Resources
Metals and Mining
Agriculture and Food
Timber
Water Rights

Transportation
Assets________

Aviation
Maritime
Rail
Logistics Systems
Intermodal Systems

Energy
Assets________

Power
Storage
Up/Mid/Downstream
Contracted Renewables
Structured Project Finance

Financial
Assets________

Banks
Insurance
Asset Managers
Specialty Lending
Mezzanine and Direct Lending

Distressed
Assets________

Non-Performing Loan Pools
Receivables and Claims
OpCo/PropCo
Distressed Credit
Opportunistic

Royalty
Assets________

Resource
Pharma
Gaming
Media
Intellectual Property