Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income. Our goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors.
Easterly Clear Ocean manages a unique, tax-efficient opportunity to invest in critical maritime assets. The company targets opportunistic subsectors of the maritime market experiencing surging demand and constrained supply with the goal of achieving outsized returns. Easterly Clear Ocean seeks to offer an exclusive opportunity to provide long-term distributions and return on capital by taking advantage of dislocations in international shipping markets.
Lateral Investment Management offers a first institutional, growth capital buyout strategy focused on lower middle-market companies. It seeks to provide growth capital to established and owner-operated technology and tech-enabled companies with a target investment criteria of $10-250 million in revenue. The company enlists a phased, buy-in approach to build majority positions at a low basis in attractive, yet unknown companies positioned to take on larger institutional capital.
Easterly Murphy manages a diversified strategy focused on investing in undervalued large cap companies. The company aims to provide long-term capital appreciation through fundamental, contrarian bottom-up stock picking. Easterly Murphy identifies a list of large cap value companies that elicit a high level of conviction.
Easterly Snow manages a Long/Short Opportunity and a Small Cap Value strategy. The Long/Short Opportunity is a U.S. all-cap strategy intended to reduce volatility through a variety of hedging strategies. It employs a blend of long and short positions to help manage macro risk while seeking to maximize risk-adjusted returns. It also offers low correlation to traditional asset classes through a contrarian, conviction-weighted liquid alternative investment. The Small Cap Value strategy is a deep value strategy capitalizing on undervalued opportunities found in the small cap universe. It invests in structurally sound businesses with strong cash flow that may be misunderstood by the market. The strategy strives to deliver long-term capital appreciation through a concentrated portfolio with a family office culture focused on capital preservation.
Easterly EAB manages a dynamic, hedged equity options strategy that seeks to combine upside equity capture with drawdown protection and volatility management. It leverages a responsive options strategy using short duration put spread collars to help manage market correlation risk while maintaining upside capture. The company provides a versatile core holding that aims to offer downside protection and an alternative to traditional equity, compliments fixed income diversification, and harvests option premiums to manage short-term volatility.
Easterly Orange manages a multi-sector, risk-controlled, investment grade value strategy with low duration (less than three years). Their Income Opportunities strategy invests in deep value, legacy-RMBS, CMBS, ABS, and other structured credit assets, seeking attractive risk-adjusted returns while actively managing credit, liquidity, and interest rate risk. It diversifies and aims to outperform peers with distributions while participating in the upside in favorable bond markets.
Easterly Ranger manages global and U.S. listed real estate strategies. The Global Real Estate and the U.S. Real Estate strategies seek to deliver total return through a combination of capital appreciation and current income by investing in publicly traded REITs and other real estate securities. The U.S. Focused Real Estate strategy is a concentrated U.S. portfolio that highlights the team’s “best ideas.”
Easterly ROC Municipals manages short-term municipal bond strategies. The short-term strategy is a high-grade municipal bond strategy that is defensively constructed, tax-efficient, and holds a short duration within three years. It applies rigorous credit analysis and relative value-based security selection to assist in the construction of an actively managed portfolio focused on under-valued, overlooked sectors and securities. This strategy seeks to provide short duration, after-tax, yield-driven total returns.