Versatile
Active
Connected

Finding bespoke
opportunities across
asset-based finance

About

Indago specializes in bespoke asset-based opportunities across the mortgage, consumer, business, and specialty finance sectors.

INDAGO
INVESTING DNA

Our investment ethos is rooted in digging into nuances, decoding complex situations, and creating methodical yet agile processes and systems.

versatile

Adapt roles and deploy unique strategies customized to the market environment capitalizing on our breadth of experience

ACTIVE

Seek to generate uncorrelated, asymmetric returns and protect downside by actively driving outcomes

connected

Leverage relationships built from more than $20B of transaction experience over 20 years and utilize the breadth and tenor of our capital to build long-term partnerships

Versatile

Adapt roles and deploy unique strategies customized to the market environment capitalizing on our breadth of experience

strategies

Indago deploys long-dated capital with a broad mandate spanning insurance and opportunistic vehicles across the mortgage, consumer, business, and other specialty finance sectors.

We purchase or lend against assets with strong contractual cashflows which we believe offer higher risk-adjusted returns than traditional credit markets. We find value by activating three distinct strategies tailored to the market environment.

BESPOKE SOLUTIONS PROVIDER

We seek to structure creative, flexible, and tailored capital solutions to meet the capital needs of our counterparties.

DISCRETE OPPORTUNITIES INVESTOR

We search for catalysts to generate uncorrelated, asymmetric returns by actively driving outcomes.

LIQUIDITY PROVIDER

We look to capture excess return by providing liquidity in overall market dislocations or stressed situations.

Approach

We look for assets with the following characteristics:

Niche

We look outside traditional asset classes to find less understood assets often within inefficient, fragmented markets to capture the embedded complexity premium.

Security

We pursue assets with defined and monetizable value with a clear enforcement mechanism and documented remedies to protect value in downside scenarios.

Amortizing

We seek strong front-loaded contractual cashflows which reduce risk over time and limit balloon maturity risk.

Diversified

We limit idiosyncratic single-name credit risk by focusing on granular assets and look to craft a diversified portfolio across a wide breadth of sub-sectors.

sourcing

READ LESS

underwriting

exit

We source our opportunities through long-standing direct relationships and our breadth of insurance and opportunistic capital allows us to offer a one-stop solution and increase touchpoints. We view our investments as partnerships from which we expect to conduct repeat transactions and scale with our counterparties.

underwriting

exit

culture

Indago aspires to create a collaborative, feedback-driven, and growth-oriented culture where the team is aligned with the long-term success of our partners.

Firm Culture

feedback driven

Challenge ideas with open communication

Growth Oriented

Support personal development and embrace new challenges

COLLAB-ORATIVE

Leverage diverse perspectives while sharing resources and responsibilities

ALIGNED

Cultivate long-term approach with a shared vision and accountability

CORE VALUES

Humility

Curiosity