Direct Investments

The Direct Investment strategy of Tiptree Advisors seeks to make concentrated investments in assets at levels that are materially below intrinsic value. The strategy targets a return on capital deployed which is commensurate with the risk, and illiquidity accompanying the investment. Opportunities are sourced on both a bilateral basis as well as through transformational processes that include holistic recapitalizations and restructurings.

While opportunities are often sourced from the fundamental research of our Credit Strategies teams, investments are held in dedicated Special Purposes Vehicles (SPVs) capitalized by the capital of Tiptree Advisors and/or our affiliates, as well as with co-investments from our capital partners (LPs). Opportunities for investment in both individual companies and hard assets are evaluated leveraging Tiptree Advisor’s decades of experience in illiquid, process driven situations.

Since 2018, Tiptree Advisors and its affiliates have made direct investments in maritime shipping assets in the dry bulk carrier and product tanker sectors. Our investment strategy revolves around a disciplined and research-driven approach. We target vessel sectors that we believe exhibit favorable supply/demand fundamentals, attractive risk-adjusted returns with the potential for capital appreciation.

We invest in an aligned manner alongside leading international shipping groups, leveraging the deep domain knowledge and expertise of our strategic partners. We believe that the maritime sector is poised to undergo dramatic change in the coming years as the industry transitions to meet strict global GHG emission reduction targets, dramatically affecting the supply/demand of shipping assets.