How we Invest

Although we organize our investment team into separate units, our fundamental strength lies in our unity as a cohesive, talented, and inquisitive group. We discover that many of our most valuable ideas emerge from collaborative efforts involving two or more of these units.

Credit Instruments
Private Investments
Public Equities

Capitalhedge boasts a rich track record of effectively investing across various public and private credit instruments, including structured products. Our primary focus lies in corporate debt from issuers facing varying degrees of financial strain, encompassing companies undergoing downgrades, bankruptcy proceedings, or restructuring phases. Additionally, we specialize in originating loans in situations where our adaptable capital can offer distinctive solutions not commonly found in conventional credit markets.

  • Learning & Mentorship
  • Intellectual Honesty
  • Empowerment

Capitalhedge operates primarily outside the conventional private equity framework, leveraging our adaptable mandate, long-term capital commitment, agility, and substantial financial capacity to offer tailored financing solutions to businesses. We frequently collaborate with companies to supply various forms of capital, including debt, preferred equity, or traditional equity. Our solutions encompass a broad spectrum of possibilities, such as crossover public/private investments, structured financing arrangements, recapitalizations, expansions, platform investments, carve-outs, and transactions involving family-owned or founder-led enterprises.

  • Learning & Mentorship
  • Intellectual Honesty
  • Empowerment

Capitalhedge actively seeks opportunities in public equity investments characterized by discernible mispricing. Our equity portfolio typically features catalysts that drive value realization, such as business mergers or acquisitions, corporate spin-offs, or liquidation events.

Our credit and equity teams consist of versatile professionals who, through experience, have developed specialized knowledge in various financial instruments, industries, and geographic regions.

  • Learning & Mentorship
  • Intellectual Honesty
  • Empowerment