Invictus employs a flexible, opportunistic investment strategy that pairs rigorous fundamental research with comprehensive legal analysis to assess risk and reward from all potential angles.
INVESTMENT STRATEGY
The firm’s event-driven approach seeks to invest in special situations resulting from assets undergoing dramatic change including:
- Bankruptcies;
- Restructurings;
- Recapitalizations;
- Corporate divestitures; and
- Litigations
Invictus’ core investment attributes:
- Industry agnostic;
- Middle market companies;
- Capital structure agnostic (debt or equity);
- Situations that are rooted in complexity;
- Opportunities that are overlooked by traditional investors;
- Process-oriented situations where patient capital is critical to maximizing value; and
- Non-correlated to broader financial markets or traditional business value variables