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.
Harrison Street manages a strategy focused on demographic-driven, needs-based alternative real assets in sectors where needs are outpacing supply. The company invests across senior housing, student housing, healthcare delivery, life sciences, and storage real estate as well as social, utility, and digital infrastructure. Harrison Street offers an opportunity to invest in distinct private real estate sectors built to support projected population growth to meet long-term investment objectives.
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 ROC Municipals manages both high-income and short-term municipal bond strategies. The high-income strategy is a tax-efficient, high-yield municipal bond strategy that focuses on delivering yield-driven total returns. It builds a diversified, high-yield portfolio comprised of under-valued, overlooked sectors with rigorous credit analysis and relative value-based security selection. This strategy seeks to provide higher after-tax yield with lower credit risk relative to core fixed income holdings. 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 provides short duration, after-tax, yield-driven total returns.
Easterly EAB Risk Solutions 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 Investment Advisors 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 a global REIT strategy providing lower correlation to the overall real estate market without sacrificing return. The company seeks to deliver total return through a combination of current income and capital appreciation by investing in publicly traded global REITs and other real estate securities. Easterly Ranger holds a high-conviction investment philosophy focused on owning real estate businesses seeking to deliver growing, uncorrelated global returns over long investment horizons.