Investment Solutions

Grounded in fundamental analysis, intrinsic value assessment and the long-term prospects of each business.

01 · Listed Companies

Public Equity

Seeking listed companies with reasonable valuations, durable competitive advantages and excellent management teams.

USD12million
Assets under management (AUM)
69%
2025 return, net of fees

Annual returns, net of fees: 21% (2023), 25% (2024), 69% (2025), 6.4% (YTD 2026). View details

Past performance is not indicative of future results.

Our Approach

Combining bottom-up fundamental research with macro analysis to generate high-conviction investment ideas.
Actively managing the portfolio and risk after investment.
Looking beyond market cycles and prudently absorbing short-term risk to enhance long-term returns.

Key Sectors

Real EstateLogisticsEnergyManufacturingBanking
Investment enquiriesView performance

02 · Private Companies

Private Equity

Actively seeking buyout opportunities in sectors where iCapital has in-depth insight.

Key Sectors

PharmaceuticalsEnergy

Our Approach

Sourcing through a proprietary network and active searching in the market.
Partnering with management to create long-term shareholder value.
Submit a deal opportunity

03 · Transaction Advisory

Advisory · M&A

Connecting sellers and prospective buyers through our partner network and sector expertise.

Key Sectors

Retail

Buyer–Seller Matching

Drawing on our partner network and sector expertise.

M&A Strategy

Advisory on corporate mergers and acquisitions strategy.

Due Diligence & Negotiation

Due diligence and negotiation support for both buyers and sellers.

Independent Valuation

Valuations and independent opinions.

Do you have a deal opportunity to discuss?

Information is received and handled confidentially by the iCapital investment team.

Submit a deal opportunity