Investment Strategies

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

Investment Strategies

Opportunistic Credit

Utilizes our expertise in niche markets to deliver consistent cash income with the potential for equity-like upside, low volatility, and liquidity

Direct Lending

Focuses on out-of-favor industries, growth finance, and asset-based lending while taking advantage of market dislocations

Opportunistic Private Equity

Strategy that focuses on taking advantage of operational expertise and catalysts to build value in underfollowed markets

Impact Investing

Trident is our impact investing strategy in support of international reconstruction efforts to rebuild a prosperous Ukraine. The strategy invests in projects, companies and organizations that create measurable social and developmental impact. Projects focus on residential and industrial real estate development.

Digital Mining

Providing a transparent structure to access differentiated returns from bitcoin mining

Our Philosophy

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

Prudent Structuring

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

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

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

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

Innovation

Use modern approaches across the investment process, e.g. digital marketing to support origination and technology to enhance underwriting and portfolio management