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 Snow offers a suite of contrarian, fundamentally-driven value equity strategies designed to seek long-term capital appreciation through disciplined stock selection, rigorous bottom-up research, and risk-aware portfolio construction. The investment thesis centers on identifying high-quality but overlooked companies positioned for recovery, where temporary market dislocations and behavioral biases can create compelling opportunities for earnings to rebound and valuations to improve as sentiment normalizes. In addition to its flagship Small Cap Value and SMID strategies, Easterly Snow manages four strategies and two mutual funds.
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.”