We underwrite to deliver value-added return profile through current distributions as opposed to underwriting more risk.
We target Value Added return profile with no incremental risk…
…relying entirely on “contracted” cash flows versus capital appreciation expectations.
Transact at buy-and-hold, while planning maximum optionality
We unlock further value through our firsthand experience operational skills…
…which coupled with the use of opportunistic leverage expands the returns for our investors
+Operational Improvement +Leverage and Exit Optionality = Seeking Potential for 700 to 800+ bps increase
Our aproach
Our flexible capital and thematic approach enable us to be situationally dynamic.
Ithaka seeks to optimize risk-adjusted returns driven by any combination of the following key characteristics:
Idiosyncratic.
Solutions involving quality assets on the “wrong” balance sheets.
Tailored
Bespoke investment structures or assets with inherently structured cashflows.
Specialized
Niche opportunities that are not well covered by other investors.
Thematic approach
We invest across the capital structure: Equity, Debt and Hybrids
Our History
Corporate Management
Independent Investment Management
