Pursuing Attractive Returns with Measurable Impact
Our mission is to make impact investments that serve a dual purpose: delivering appealing risk-adjusted returns while creating tangible social and environmental benefits. Since 2001, we’ve been at the forefront of developing and investing in customized portfolio solutions driven by a strong sense of purpose. We actively participate in this ever-expanding market opportunity, harnessing the vast resources, global network, and deal flow offered by AncoraOak.
Crucially, we don’t just talk the talk; we walk the walk by identifying and meticulously reporting on the impact metrics of our underlying investments.
As a strategic investment partner to private markets fund managers worldwide, we provide comprehensive coverage of private impact markets. Our relentless commitment is to generate quantifiable social and environmental impact alongside financial returns. We employ the same rigorous underwriting standards, share intelligence, data, and resources across AncoraOak’s investment and research endeavors, all viewed through an impact-focused lens.
Our investments primarily concentrate on the core impact sectors of Healthcare, Energy & Environment, Community Development, and Financial Empowerment.