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Who we are

Welcome to Covisory Holdings

Covisory Holdings manages a number of fund strategies that invest across the risk/return spectrum on behest of a wide and varied and well-respected group of resource endowment, establishments, corporate and public pension plans, financial institutions, family offices, and sovereign entities.

The secret to working with management teams of high-potential companies is giving them access to the ideal blend of operational expertise, specialized industry knowledge, and global perspectives.

On the foundation of autonomous ownership, financial stability, a dedication to proactive, value-oriented management, a strong belief in the efficacy of fundamental research, a diversity of viewpoints, and teamwork, we have built our company to withstand times of volatility. Our culture places a strong emphasis on our fiduciary duty to our customers and Plan shareholders.

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Corporate
Ethics Program

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The broadness and depth of our research, the strategies we provide, and the clients we serve have all been globalized since our inception. Our conviction that deep fundamental analysis, a long-term investment outlook, and a quantitative discipline can produce appealing long-term investment outcomes for our clients has not changed. When high-priced investment products flooded the marketplace - and our founders believed clients deserved a new kind of investment firm.
Covisory Holdings was founded with the goal of putting clients' interests first through a focused set of investment strategies designed to preserve and enhance their investment capital over the long term and offered at reasonable and transparent fees.
These principles still guide our firm more than 14 years later.

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Environment

The portfolio of Our Buyout Funds can be described as "asset light," and for many businesses, electricity use is the most important environmental indicator.

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Social

To support the wellbeing of the workforce, processes and practices have been put in place across the portfolio.

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Governance

Effective corporate management is built on good governance and an ethics code that governs our business activities.

Asset Management

With more than $27 billion in assets under management in the areas of real estate, infrastructure, renewable energy, private equity, and credit, Covisory Holdings Asset Management is a prominent global alternative asset manager. In order to benefit our clients and shareholders, we want to produce enticing long-term risk-adjusted returns.

For institutional and retail clients, we manage a variety of public and private investment products and services. By investing alongside our clients, we align our interests with theirs and generate income from asset management.

With roughly $13 billion invested in our listed affiliates, Covisory Holdings Property Partners, Covisory Holdings Infrastructure Partners, Covisory Holdings Renewable Partners, and Covisory Holdings Business Partners, we have an incredibly solid balance sheet. Few managers are able to invest in sizeable, elite businesses and assets across geographies and asset classes as we can thanks to our access to large amounts of capital.

A TRUE GLOBAL REACH

On behalf of a diverse and well-respected group of endowments, foundations, public and corporate pension plans, financial institutions, family offices, and sovereign entities, Covisory Holdings manages a number of fund strategies that invest across the risk/return spectrum.

The secret to working with management teams of high-potential companies is giving them access to the ideal blend of operational expertise, specialized industry knowledge, and global perspectives.

We strive to motivate groups of people to develop innovative business ideas. We achieve this, for example, by using a sector- and sub-sector-based approach. It enhances our comprehension of the trends that are significant to management teams. It assists in locating fresh opportunities and controlling potential negative risks. This improves Covisory Holdings as a partner.

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Value Creation

What makes us stand out among the crowd
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Assets

Asset Manager

We can scale up our operations and increase our financial returns through base management fees and performance-based income by investing both our own money and that of our investors.

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Capital Allocator

Investor & Capital allocator

We work to invest at attractive valuations, especially in value-oriented circumstances that offer chances for superior valuation gains and cash flow returns, or by monetizing assets or businesses at the right times to realize value

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Owner Operator

Owner Operator

Through our operating expertise, development capabilities, and efficient financing, we constantly strive to boost the value of the assets or businesses within our marketing companies as well as the cash flows they produce.

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Transformation

transformational changes
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By encouraging transformational changes in our portfolio companies, we hope to add value. We contribute to the creation of upcoming market leaders through operational expertise and digital acceleration. We are excellent partners in value creation because we maintain a complete alignment with management teams..

Growth

Understanding Business growth trajectory

Finding outstanding businesses is only the beginning of the journey. The key is to understand that every business is different and has its own special set of opportunities and challenges. Together with management teams, strategies for accelerating growth are developed, giving them access to internal resources at Covisory Holdings Holdings..

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Public Markets

We have made investments in public markets for institutions, governments, and people all over the world for almost 13 years. With a $10 trillion investable universe, we apply our elevated, value-oriented investment approach to real estate, infrastructure, energy infrastructure, real asset debt, and multi-strategy real asset solutions. As of April 30, 2021, we had over $436 million in assets under management.

Team

Our Dynamic Team
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We actively sought out individuals who are amiable, perceptive, and imaginative. We are aware that partnerships built on respect and trust work best. We took the time to solidify our values because we want our stakeholders to understand what we stand for, the qualities we seek in candidates, and the interactions they can anticipate.

ngel

Nigel Smith

amanda

Amanda Davies

marcus

Marcus Diprose

colin

Colin Davies

sally

Sally Herbert

mike

Mike Bradley

jay

Jay Roberts

chris

Chris NG

Innovation

Covisory Holdings Innovators

At our core, we are innovators and engineers who transform ideas into deeds. Through thoughtful communication across our network, we personalize our operations, growth, and technology strategies. We have experience with enterprise software and a proven track record in operations, growth, and innovation.

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Specialized

Our Speciality
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Covisory Holdings is an expert in financial services, a vibrant and varied sector that contributes significantly to the U.S. economy. Financial services is ripe with opportunity but frequently ignored because of the complexity of its business models and its regulatory, tax, and accounting requirements. We are well-positioned to maneuver the potentials of this highly specialised space thanks to the knowledge we've acquired over the past 15 years in financial services.

Experience

Covisory Holdings Experienced Team

Our advisory board has, on average, been working at Covisory Holdings for 13 years, has been in the financial services industry for over 12 years, and has held senior operational positions during that time. The team has extensive experience investing in and managing financial institutions, having completed over 4300 investments since 2010 through its allied investment funds.

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