ALTERNATIVE INVESTMENT OPPORTUNITIES
Heirloom offers targeted investment solutions to build out or elevate an existing investment portfolio. Click on the different options below to find out more:
HEIRLOOM FUND
CO-INVESTMENT POOLS
MANAGED ACCOUNTS/
BESPOKE ADVISORY
HEIRLOOM FUND:
Heirloom offers investors access to attractive investments that are difficult to otherwise access and in which Heirloom has a specific edge in implementing. We also invest our own capital in these strategies. The Heirloom Fixed Return Fund SP ("Alternative Yield Fund") is an uncorrelated portfolio of asset-backed and/or income-earning investments that enables investors to add a broad range of Alternatives into their portfolios.
Since 2015, Heirloom’s biggest focus has been sourcing reliable returns that are uncorrelated to the traditional asset classes such as stocks and bonds. To provide access to this source of alternative yield, we created two funds. These funds invest in a diverse portfolio of our favourite opportunities that are highly diversified and designed to perform in all market conditions. A key focus is on asset-backed and/or income producing investments.
The Heirloom Fixed Return Fund SP ("Alternative Yield Fund") can be accessed via a Alternative Yield Share Class (traditional fund model structure) and Fixed Return Share Class which offers a target fixed return depending on an investor’s chosen liquidity and currency profile.
CO-INVESTMENT POOLS:
Heirloom’s Co-Investment Pools allow investors to access a specific Heirloom strategy or investment.
By co-investing with Heirloom, investors gain access to our origination, evaluation, structuring, execution and monitoring capabilities, and often share in enhanced economics (lower fees, extra return) that we can negotiate due to combined buying power.
A new pool is generally available every few months, and often they are only open for new investment for 1-3 months.
Below is an overview of our latest co-investment opportunity focused on UK Litigation Finance. In addition, a sample of some of our previous co-investments are also outlined.
Our UK Litigation Finance co-investment opportunity involves litigation funding Consumer Protection cases in the UK. These so-called "fast track" cases are small (<£50k funded by us), and backed by strong case law and reviewed by a minimum of 3 solicitors. And almost 100% of the investments are insured. Examples include a bank miscalculating interest on credit cards where the plaintiff must just prove it had a card from that bank and was charged interest.
Learn more about the UK Litigation Finance OpportunityHeirloom's previous co-investment opportunities include:
ALTERNATIVE PRODUCTS AND SERVICES:
Heirloom works with investors and advisors to create tailored investment solutions to diversify or strengthen an existing investment portfolio. These include customized Managed Accounts or Bespoke Advisory services.
Heirloom’s Managed Accounts are tailored to an investor’s specific parameters (risk, return, income, geography, liquidity, certain strategies, etc.), and comprised of our top alternative strategies.
Heirloom can also undertake specific bespoke services. This could include evaluating a potential investment opportunity requiring specific expertise, performing an investment review to highlight any potential areas of risk, sitting as an independent member of the Investment Committee to provide unbiased advice in a non-competitive manner to any existing resources, or establishing an Investment Committee if one does not yet exist.