Our families guide our approach to investment management; we work to ensure each portfolio has the appropriate exposure across asset classes, enabling each family to achieve their goals.
Our investment management team has extensive experience in asset allocation, strategic analysis, manager selection, and diligence.
Further, our investment management team's decisions are informed by the broader group's expertise across public and private sectors, with an eye toward long-term economic growth trends, economic and political risks, and additional variables.
Investment banking is a unique offering for our families; we act as a private, in-house bank for our families, their core businesses, and portfolio firms.
We assist our families and their interests with due diligence, deal structuring, capital raising, joint venture establishment, mergers and acquisitions, public placements and offerings, investor relations, and more.
We focus on initiatives within our core industries and geographies of expertise, and work hand-in-hand with the appropriate partners and regulatory and commercial bodies to ensure our families receive bespoke, goal-oriented service.
We work aggressively and ethically in pursuit of our families' goals, leveraging extensive international deal making experience.
Administration, Reporting, and Legal
Whether the family requires operating assistance for large assets, coordination of travel logistics, or assistance with a host of other administrative needs, our team and strong network of partner firms will coordinate accordingly.
All legal and reporting needs are coordinated by our in-house team.
This is our specialty. Our background is in activist direct investment in emerging markets, leveraging extensive expertise in both public and private sectors of international investment, trade, and strategic planning.
Our families set aside a portion of liquid assets to partake in Octagonal's direct investment strategies, regarding which each family holds investment discretion. The families' involvement allows the group to strategically leverage each family's resources and expertise.
We focus primarily in agriculture, infrastructure, and ICT in select emerging markets across the Americas and Central and Eastern Europe.
TeΛm trΛck record
with administrations in
Debt and Equity Capital Raised