Hildene’s investment process is founded on a disciplined and systematic methodology that centers on a bottom‐up, price‐disciplined approach, targeting securities that exhibit fundamental, structural and/or option value.
Hildene breaks down investments into these components and seeks to “buy inefficiency”.
Alignment of Interests
We believe in alignment of interests, supported by (1) significant manager investment alongside our investors; (2) a history of voluntary capital returns, and (3) a reputation for transparency with its prospective and existing investors.
Investing in inefficient and/or smaller markets requires an assessment of scalability versus the opportunity set, which may change depending on the market environment.
Hildene carefully manages the scale of each opportunity and has closed its funds to investors on multiple occasions.
Delivering alpha in structured products requires a robust infrastructure to analyze and understand data at a granular level, coupled with a seasoned investment team who understands the nuances of credit securities and their structures.
Hildene’s tenured investment team and technology infrastructure allows us to analyze, identify and source opportunities that other market participants often fail to realize.