Investment philosophy

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IVY Capital's sole focus is to provide the highest quality advice

to clients and partners, enhancing their long-term success.

 

Independence and executive ownership

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IVY Capital ensures no conflicts, improved access, and strong alignment

with your goals. With no corporate pressure to prioritize growth,

we focus on attracting and retaining skilled and experienced

executives to drive your success.

 

A separately managed account (SMA)

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Over time, markets, investment strategies, and teams evolve.

IVY Capital offers the flexibility to add, reduce, modify,

or terminate strategies in response to these changes.

Our straightforward implementation minimizes costs, ensuring

efficiency in your investment approach.

 

Investment grade and sub-investment grade coverage

 

Enhance origination touchpoints and deal flow.

Develop deeper credit and structuring skills.

Demonstrate a commitment to credit rating methodology.

 

Preservation of capital is fundamental

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Adopt a selective approach to investment.

Navigate contracts, regulations, and monopolies.

Maintain focus on core infrastructure without style drift.

Demonstrate commitment to detailed due diligence.

 

A proactive approach to origination

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Engage in both primary and secondary markets.

Collaborate with advisors, borrowers, banks, and institutional investors.

arget a modest number of investments annually.

 

Disclaimer

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This information provides a general overview of IVY Capital only. Before making any decisions, consider its appropriateness based on your specific objectives, financial situation, and needs, and seek advice. No information here constitutes advice, an advertisement, an invitation, a confirmation, an offer, or a solicitation to buy or sell any security or financial product, or engage in any investment activity, or an offer of banking or financial services. Some products or services mentioned may not be suitable for you or available in all jurisdictions. All securities and financial products involve risks. Past performance doesn't guarantee future results.

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