Investment Strategies

Our expertise in sourcing, rigorous evaluation, structuring and risk management helps investors access differentiated return streams.

Investment Strategies   Our Philosophy

Investment Strategies

Opportunistic Credit & Equity

Opportunistic Credit & Equity

Utilizes our expertise in out-of-favor industries, growth finance, and asset-based lending while taking advantage of market dislocations to deliver consistent cash income with the potential for equity upside, low volatility, and liquidity.

Impact Investing

Impact Investing

Trident is our impact investing strategy in support of international reconstruction efforts to rebuild a prosperous Ukraine. The strategy seeks to invest in projects, companies and organizations that create measurable social and development impact. Projects focus on the industrial sector and affordable housing.

Digital Mining

Digital Mining

Access differentiated returns from bitcoin mining through an investment fund structure with the potential for monthly cash flow distributions, tax depreciation benefits, attractive returns, and capital appreciation.

Our Philosophy

We emphasize rigorous evaluation and a disciplined investment process to protect the downside and deliver long-term value.

Prudent Structuring

Prudent Structuring

  • Seek above market returns while structuring to seek preservation of capital
  • Focus primarily on downside scenario prevention, identification, and exit
Market Inefficiencies

Market Inefficiencies

  • Identify opportunities in less crowded markets, providing for potential additional return relative to risk
  • Willing to invest and lend in market niches where others are retreating
Specialization

Specialization

  • Utilize expertise of creative, diligent structuring
  • Rely on institutional knowledge of regulatory barriers to invest where others are less present with a focus on risk control
A Focus on Process

A Focus on Process

  • Emphasize consistency and transparency as a core tenet of Chicago Atlantic’s investment process
  • Build processes to allow for scaling while maintaining quality
Innovation

Innovation

  • Use modern approaches across the investment process to support originations and technology to enhance underwriting and portfolio management