Investment Management
Haven Green’s portfolio of strategies provides a comprehensive and complementary product range avoiding overlap across asset classes.
EQUITIES
FIXED INCOME
ALTERNATIVES
Our Investment Managers
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.
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Public 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.
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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.
Intech
Intech is an independent, quantitative equity manager focused on delivering unique insight and partnership for the world’s most sophisticated institutional investors. Having pioneered the application of Stochastic Portfolio Theory in 1987, Intech continues to seek distinctive alpha sources for clients in alternative equity, defensive equity, sustainable equity, and traditional long-only strategies.
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Intech pioneered the application of Stochastic Portfolio Theory in 1987, seeking to harness stock-price volatility to deliver a unique alpha source. They have continually refined their approach over the years in the quest to deliver uncorrelated alpha. Today, Intech has earned global recognition for their efforts, serving a diverse client base that spans five continents.
Intech offers four investment platforms, which they customize to target benchmarks, geographies, return objectives, risk budgets, or sustainability goals. For every strategy, their investment team relentlessly deploys technology, data, and mathematical processes to pursue optimal returns for clients – regardless of market conditions.
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.
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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.
Daiwa Asset Management
Daiwa Asset Management is a long-established Japanese investment manager, founded in 1959 and operating out of Tokyo. Daiwa AM is the core asset management company of the Daiwa Securities Group and is one of the largest asset management firms in Japan with USD >250 billion in AUM. The firm manages Equity, Fixed Income and Alternative assets on behalf of its clients in Asia and around the world.
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Daiwa supports investment strategies that demonstrate objectivity, logical reasoning and consistent replicability. Recognising that financial markets are complex and uncertain, Daiwa anchors its investment approach in a disciplined and well-structured process. This is backed by a strong investment team with an average of 13 years of portfolio management experience. At the same time, the firm acknowledges the behavioural biases that influence human judgement. By understanding both investor psychology and the firm’s own tendencies, Daiwa aims to make more rational, informed decisions and deliver more consistent investment outcomes. To further build on its success and global presence, Daiwa opened its UCITS business to UK and European investors in 2019.
Lion Global Investors
A full coverage Asian specialist, with a 36 year history and multi-dimensional analysis of Asian markets.
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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.
Private Strategies:
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.
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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
Golden Gate Capital
Golden Gate Capital are growth buyout specialists focused on transforming high-growth, market-leading businesses with strategic scarcity value.
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Since inception, Golden Gate Capital has pursued a disciplined, growth-oriented investment strategy that is differentiated by their patient capital mentality and partnership approach to portfolio company management. Their investment teams are structured into specialized industry verticals, fostering deep domain expertise that enables more productive collaboration with management teams.
Arena Investors
A global institutional alternative asset manager headquartered in New York, with offices across North America, Europe and Asia. Arena focuses on delivering creative capital solutions for complex and special-situation investments through a flexible, credit-driven approach.
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Arena manages a highly diversified portfolio across corporate private credit, real estate finance, structured finance, and asset‑backed investments. The firm currently manages $4.5bn AUM.
Arena employs a disciplined underwriting and risk management process, combining deep fundamental analysis, collateral evaluation, and structural protections to preserve capital while capturing opportunistic returns.
The firm has a strong team with all senior management having 25+ years of experience.
Climentum Capital
Based in Copenhagen, Climentum Capital invests in early-stage hard tech solutions that increase industrial resilience and competitiveness in Europe, with a particular focus on energy, supply chains, and efficiency.
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Climentum focuses primarily on Northern Europe, the team believe in disciplined investing. The firm invests at the Seed and Series A stages, where capital makes the biggest difference in getting hard tech to market. Their strategy has two main objectives - strong financial returns and climate impact.
The team supports founders through the complex journey of building industrial climate tech across financial scaling, operational scaling and commercial scaling.
Climentum has raised one fund and is in the process of raising their second, the firm has a proven track record with 60 early-stage deals with 5 exits.
ClearSky
ClearSky is a venture capital/growth equity firm that invests in companies making infrastructure resilient at the nexus of energy transition, cyber security, critical systems and AI
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ClearSky has raised three funds and is currently in the process of raising its fourth. Each fund is actively managed by the ClearSky’s team of experienced professionals.
ClearSky believe that investing in a safer, sustainable world is the smartest investment. The firm is a member of the Global Impact Investing Network and signatory to both the UN principles for Reponsible Investment and the Venture Climate Alliance
QVIDTVM
An investment firm founded in 2019 on a core set of investment principles and practices with the belief that investors are partners.
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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.