Investment Strategy

We seek to deliver downside protected investment returns, with strong cash flows from top-tier credit counterparties, with upside from re-leasing for the remaining life of the investment.

Capturing market dislocations or special situations that unlock attractive entry points to generate risk-adjusted, high quality, cash flowing investments.

Investment Process

We are an experienced operating partner and investment manager and work hand in hand with all stakeholders. We cover all aspects of deploying investment capital into real assets investments and managing the assets through the life of the investment.

Deal Sourcing

    • Strong market origination, extensive transaction filtering, and process control via established industry networks
    • Generate proprietary deal flow via a wide professional network of industry contacts
    • Thorough filtering and deal execution
    • Deliver full life cycle transaction support commencing from origination thru to structuring, executionand closing

Investment Support

    • Rigorous investment evaluation with constant focus on down-side protection
    • Emphasis towards managing risk, compliance and operations
    • Hands-on investment and asset management

Operations and Reporting

    • Extensive experience working with leading operating partners and technical consultants
    • Broad team experience working at major investment management firms and investment banks enables us to deliver a wide network and knowledge base required to identify, underwrite, structure, execute, and manage investments

Experienced Team

    • Our 10 person team is led by two Managing Partners, who each bring a combination of 20+ years of real assets investments, financial markets, infrastructure and credit underwriting
    • The team also includes industry experts with 20+ years of experience in hands-on operational roles across various segments in the real-estate & transportation sector.

Shaun Burch

Co-Founder & Managing Partner Chief Investment Officer

20+ years of experience as an investor and asset manager in alternatives, including transportation, real estate and infrastructure.

A founding partner of the JP Morgan Transportation Group, ran asset management for the group for 10 years, managing all aspects of the business, including a fleet of c200 vessels through all stages of investment management, investment committee member for the acquisition of 15+ aviation assets.

Reid Payne

Co-Founder & Managing Partner

25+ years in origination, underwriting, structuring and execution as a Managing Director and leveraged finance banker at Deutsche Bank, ABN AMRO and Merrill Lynch.

Sector focus across Transportation, Energy, O&G, Oil Field Services, Mining, Telcos, Industrials. Structured and executed $50.0bn in financings across segments and geographies. Principle focus on deal sourcing, analysis, diligence, transaction structuring and execution.

Initial investments

  • We currently own and operate a fleet of 15 container vessels on long term charters to top tier counterparties.
  • We concentrate on liquid asset types of transportation and infrastructure related real assets.
  • We seek asset uniformity to generate downside protection, enhanced liquidity, and value preservation.

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