VALUE CREATION
Central to our approach is a disciplined process of identifying the best values across our focus sectors. Not all subsectors share the same risks or returns and the relative attractiveness of any one subsector will change over time. Our team and investment process forms a powerful and effective tool to anticipate change and generate strong returns.
INVESTMENT PROCESS
Our team is comprised of senior professionals with strong track records each with at least a decade of experience in their respective sectors. Domain knowledge and industry connectivity are competitive tools we use to differentiate ourselves. As thought leaders we aim to create positive feedback loops in order to become preferred capital providers. As such, we hope to put ourselves in a better position to ensure capital preservation by structuring transactions appropriate to the risk.
A thought leader in areas with opportunities for outperformance due to sector complexity and connectivity, regulatory constraints on traditional capital providers or risks that are more manageable than the market perceives.
Hudson Structured is a thought leader in areas with opportunities for outperformance due to sector complexity and connectivity, regulatory constraints on traditional capital providers or risks that are more manageable than the market perceives.
Independent research is a core value at Hudson Structured. Our origination and risk management process incorporates an investment committee that meets in Bermuda for Re/insurance and in Stamford for Transportation. The committee includes Michael Millette, David Andrews and senior investments professionals focused on the relevant section. In addition every committee will include at least one member of our Board of Advisors, a panel of three senior industry experts in each sector.
Investment committee memos are in-depth analyses that are fully vetted in an open discussion format that encourages debate and challenges to assumptions. Quarterly reviews with the entire team focus on sector weights and industry trends to most effectively position the portfolio.