Invested
in Impact

A global alternative investment manager operating integrated businesses across Credit, Private Equity, Real Estate Strategic Initiatives and Secondaries.

Cavalry Finance Overview

Welcome to Calvary Finance, a leading investment firm dedicated to helping our clients achieve their financial goals. Whether you're an individual investor, a family office, or an institutional investor, we provide customized investment solutions to meet your unique needs. At Calvary Finance, we believe that successful investing requires a disciplined approach, a deep understanding of the markets, and a commitment to our clients' long-term financial success. Our team of experienced professionals is dedicated to providing comprehensive investment management services, including asset allocation, portfolio construction, risk management, and ongoing monitoring and analysis. Our investment philosophy is built upon a foundation of rigorous research, a focus on fundamental analysis, and a long-term perspective. We seek to identify high-quality companies that are well-positioned to grow and generate sustainable returns over time. Our investment strategies are designed to help our clients achieve their financial goals while managing risk and minimizing volatility.








Our Mission

At Calvary Finance, we are committed to delivering exceptional client service and building lasting relationships based on trust, transparency, and integrity. We take the time to understand our clients' unique needs and objectives, and we work closely with them to develop customized investment solutions that align with their goals.

Our investment team is comprised of seasoned professionals with extensive experience in the financial industry. We bring a wealth of knowledge and expertise to the table, along with a deep commitment to our clients' success.





Assessing and Managing Impact



In addition to aligning with the processes and expectations of our private equity investment process, all Cavalry Finance impact investments will seek to meet the four criteria highlighted below.

1

Achieve attractive, risk-adjusted returns

2

Contribute Solutions to SDGs

3

Generate impacts that are measurable

4

Seek measurable improvements to ESG performance during Cavalry Finance ownership



These four investment imperatives are complex and multidimensional, relating closely to several important SDGs. The below figure illustrates some of the connections between these four impact themes and the SDGs associated with the investments Global Impact made in 2021.



FURTHER INTEGRATION INTO DECISION MAKING

If the investment does not perform in line with your expectations, require the manager or operator to work with you to identify and implement strategies to improve future performance.



Our investment groups collaborate to seek to deliver innovative investment solutions designed to achieve attractive investment returns for investors across market cycles. We believe our global footprint throughout North America, Europe, Asia Pacific and the Middle East is a key advantage in providing us with deep knowledge and extensive networks and resources in the markets we invest in. .






Why Invest in Cavalry Finance

  • 01
    Investment Management

    Our investment management services are designed to help our clients achieve their financial goals while managing risk and minimizing volatility. We begin by conducting a thorough analysis of each client's financial situation, investment objectives, and risk tolerance. Based on this analysis, we develop a customized investment strategy that is tailored to meet their specific needs.

  • 02
    Financial Planning

    Our financial planning services are designed to help our clients develop a comprehensive financial plan that aligns with their goals and objectives. We offer a range of financial planning services, including retirement planning, estate planning, tax planning, and college planning. Our team of experienced professionals works closely with each client to develop a customized financial plan that takes into account their unique needs and circumstances. We provide ongoing support and guidance to help our clients stay on track and achieve their financial objectives.

  • 03
    Wealth Management

    Our wealth management services are designed to help high net worth individuals and families achieve their financial goals and preserve their wealth for future generations. We provide comprehensive wealth management services, including investment management, financial planning, tax planning, estate planning, and more. Our team of experienced professionals works closely with each client to develop a customized wealth management plan that takes into account their unique needs and circumstances. We provide ongoing support and guidance to help our clients manage their wealth and achieve their financial objectives.

  • 04
    Alternative Investments

    Our alternative investment solutions are designed to help our clients diversify their portfolios and generate attractive returns. We offer a range of alternative investment strategies, including private equity, real estate, hedge funds, and more. Our investment team conducts rigorous due diligence on each investment opportunity to ensure that it aligns with our clients' investment objectives and risk tolerance. We also provide ongoing monitoring and analysis to help our clients manage their alternative investments and achieve their financial goals.

  • 05
    Institutional Services

    Our institutional services are designed to provide customized investment solutions for institutional investors, including endowments, foundations, pension funds, and more. We work closely with each institutional client to develop a customized investment strategy that takes into account their unique needs and objectives. We provide ongoing support and guidance to help our institutional clients achieve their investment objectives and manage their portfolios effectively. Our institutional services include investment management, financial planning, and more.

  • 06
    Investment Advice

    We offer investment advice to our clients and help them identify their investment goals and develop a suitable investment strategy to achieve those goals. We provide ongoing support and guidance to our clients to help them stay on track.





Our Investment Philosophy

At Calvary Finance, we believe in a disciplined and research-driven investment approach that is designed to deliver consistent long-term performance. Our investment philosophy is based on the following principles:

  • We believe in diversifying investments across various asset classes, sectors, and geographies to manage risk and maximize returns.
  • We actively manage our clients' portfolios to take advantage of market opportunities and optimize returns.
  • We have a rigorous risk management process in place to identify, assess and manage risks associated with investments;
  • We have a team of experienced investment professionals who conduct in-depth research on companies, sectors, and markets to identify investment opportunities and risks.





The Impact Investing Spectrum

Our Investment Performance

At Calvary Finance, we are committed to delivering consistent long-term investment performance for our clients. Our investment solutions are designed to generate attractive risk-adjusted returns over the long-term. We have a proven track record of success and have consistently outperformed our benchmarks.






Learn How We Foster Growth

Our Operations Team is comprised of strategic leaders, our focused team of expert project leaders and associates, and an eco-system of partners with expertise in key supplemental functions (e.g. digital, market research, IT). Together, these resources work closely both with our investment teams in due diligence to assess growth and improvement opportunities and with our portfolio company executives to act on and capture value across a range of strategic and operational value creation levers. Their work ranges from revenue and growth opportunities such as pricing, product development, and e-commerce, to cost and capital reduction initiatives such as lean manufacturing, procurement, and IT spend management.

Enhancing Operational Excellence

Our deep and dedicated team of strategic and functional experts as well as our embedded resources, provide real skill transfer to drive rapid operational improvements. We improve purchasing and supply-chains, manufacturing efficiencies, business analytics, pricing and margin enhancement, operating costs and inventory, and working capital optimization. These highly differentiated resources underscores our commitment to be added-value partners.

Developing Strategic Thought Partnerships

Our portfolio companies benefit from our wide network of strategic industry contacts, active lending institutions, consultants, recruiters, and management talent. These sources provide market and product expertise, multinational distribution capabilities, access to new customers, and valuable investment and commercial banking capabilities.

Expanding Human Capital

We generally invest in companies with strong and proven management teams. Additionally, we may recruit and augment management to support the growth of a company. We utilize our significant industry contacts. In addition, we take an active role in ensuring that the appropriate incentives are in place for the management team.

Fostering Future Growth

We believe that long-term value can be created through a variety of strategic initiatives, including brand building, new product development, strategic alliances, entry into new channels, and marketing, including specific digital capabilities. We partner with each management team to implement clear strategic and operating plans in order to foster future growth.

Our Sustainability
Ambition

Building on our core values, we are weaving sustainability further into the fabric of our business. We believe a clear and compelling sustainability vision — one that unites our team across geographies, functions and roles — is a prerequisite to delivering our maximum positive impact.

While ESG programs often start as a response to outside forces — investors, shareholders, competitive dynamics — we take an inside-out approach. Our program flows seamlessly from our culture, animating our employees’ day-to-day work, and ultimately enabling us to act swiftly with a single Ares voice.

“ In the years ahead, the differentiated ESG program will be the one that embeds itself in the heart and mind of every employee, informing their daily work. Our aspiration is when someone asks ‘who is responsible for ESG?’ we will all raise our hands.”

By understanding and acting on our numerous levers of influence, we aim to capture the full potential of sustainability and deliver an impact equal to our global platform. Our aim, in turn, is to catalyze a similar level of ambition and urgency among our full range of stakeholders.




Wealth Management

You can work with a dedicated advisor, who can help you build a flexible plan that's designed to adapt to your changing needs and help grow and protect your wealth over time.

It all starts with a conversation.


Contact Us

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A dedicated Cavalry Finance advisor

Your advisor can help you define your goals, understand your options, and proactively work with you to develop and implement a clear plan.

Comprehensive planning

We can help you build a personalized plan around your full financial picture designed to help you pursue multiple goals, grow your wealth, and take care of the people who matter most to you.

Personalized investment management

Your advisor can help you choose an investment strategy based on your preferences and feelings about risk, which our investment team will proactively monitor so that it continues to meet your changing needs.



Environmental, Social, and Governance Objectives

Cavalry Finance is dedicated to integrating environmental, social, and governance (“ESG”) practices at both the firm and investment levels of the organization. While investing intelligently to meet the financial objectives of our institutional investors, we also seek to be a responsible community citizen that promotes resource efficiency, enhanced sustainability, ethical values, equal opportunity, and high standards for transparency and integrity LEARN MORE ➔






Our Expertise

Our Services

  • 01
    Data and Analytics

    Cavalry Finance investments combines information and insights, investment analytics and data solutions.

  • 02
    Global financial services

    Global financing services When asset management firms need front-to-back prime brokerage and financing services, they can turn to us.

  • 03
    Sales and trading

    We don’t just offer our clients a wide range of sales, trading, execution and clearing services; we try to make such services simple, intuitive and flexible for our clients to use.

  • 04
    Trading

    Cavalry Finance provide access to specialised research, trading, securities lending and innovative portfolio strategies with the goal of enhancing and preserving the value of your portfolio.

  • 05
    Learning to invest responsibly

    Environmental, Social and Governance (ESG) investing means different things to different people. As investors look to diversify their portfolios with responsible and sustainable investments, they require.

  • 06
    Group functions

    Group Functions is comprised of Services, Group Asset and Liability Management (Group ALM) and Non-core and Legacy Portfolio. Services includes the Group’s control functions such as finance.