Our approach

Partnering with investment professionals, Chief Investment Officers, C-Suite decision makers and founders to help unlock capital, accelerate international growth, build exceptional teams and create alpha for investors to develop their Private Alternative investment portfolios.

The story
so far

Our journey started with focus on liquid long-only investment solutions to Multi-Managers, Insurers, Pension Funds and Investment Consultants. Since this time we have witnessed significant changes in the investment landscape. Advances in technology have democratised access to equity markets, creating new opportunities for investors across the spectrum.

Generating alpha is arguably best achieved through a more hands-on approach. At the same time, demand for robust private market and alternative investment opportunities has continued to grow.

Access to these markets is typically facilitated through broader relationships and specialised networks — a cornerstone of what we bring to our clients and partners.

Our focus in alternatives

We have built a track record in supporting early-stage companies to scale. Our experience has identified a number of risk factors that inhibit management teams from scaling effectively.

We create frictionless pathways to growth and scaling, allowing founders and Principals to focus on their core disciplines and not dilute their expertise as their businesses scale.

In combination, our relationships help family offices discover new investment opportunities tailored to their specific long-term investment objectives.

Alternatives is our focus

Asset allocation
model

Using the Harvard endowment asset allocation model as reference, the allocation model concentrates 72% in alternatives — split across private markets and hedge funds — with the remaining 28% deployed in long-only liquid strategies, reflecting our conviction in private markets and active management.

Private equity breakdown
Hedge fund strategies
Asset Allocation
Alvera
Allocation Model
Alternatives 72% — Private Equity 41%, Hedge Funds 31%. Long Only 28%.
72%
Alternatives

Private equity

Strategic asset allocation within Venture, Growth & Buyout

Our private equity sleeve targets five high-conviction sectors across the venture, growth, and buyout continuum — chosen for structural tailwinds, defensibility, and long-duration return potential.

PE sub-strategy split (FY 2025)
🧬 Life Sciences

Targeting early-stage and growth-stage businesses developing breakthrough therapeutics, diagnostics, and med-tech platforms. Structural demand is underpinned by ageing demographics and constrained healthcare infrastructure globally.

TherapeuticsDiagnosticsMed-tech
🛡️ National Defence

Investing in dual-use technology, autonomous systems, cyber capabilities, and sovereign supply chain solutions. Driven by sustained government spending commitments and an accelerating shift toward next-generation defence architecture.

Dual-use techAutonomous systemsCyber
🤖 Robotics & Hardware

Focused on physical automation, precision manufacturing, and embedded hardware platforms that underpin the next wave of industrial productivity. We seek ventures where proprietary hardware creates durable competitive moats.

Industrial automationEmbedded systemsManufacturing
Artificial Intelligence

Targeting applied AI companies building sector-specific models, infrastructure tooling, and agentic workflows — with particular interest in AI operating across defence, life sciences, and industrial verticals already within our portfolio.

Applied AIAI infrastructureAgentic systems
🌱 Agritech

Investing in technologies that reimagine food production, supply chain resilience, and sustainable agriculture. From precision farming and soil analytics to alternative proteins and water efficiency — we target businesses that address the structural constraints of global food security.

Focus areas
Precision farming Soil analytics Alternative proteins Water efficiency Supply chain resilience Food security

Hedge fund strategies

Strategic asset allocation within hedge funds

Our hedge fund sleeve is diversified across four complementary strategies, each serving a distinct role in the portfolio — from volatility buffering to alpha generation.

Allocation within HF sleeve
Global Macro 25%

Focuses on broad economic trends and political events, trading currencies, commodities, and interest rates. Acts as an excellent buffer during periods of high equity market volatility.

CurrenciesCommoditiesInterest ratesVolatility buffer
Equity Long / Short 25%

Buys undervalued equities while shorting overvalued ones. Aims to capture market alpha while remaining market-neutral, meaningfully reducing overall portfolio volatility.

Market-neutralAlpha captureLong/short equity
Event-Driven 25%

Capitalises on corporate events including mergers, acquisitions, bankruptcies, and restructurings. Returns are tied to the successful completion of the event, not general market direction.

M&A arbitrageDistressed creditRestructuring
Relative Value / Arbitrage 15%

Exploits pricing inefficiencies between related financial instruments — such as convertible bonds and underlying stocks. Provides a consistent income stream, employing higher leverage to enhance returns.

Convertible arbFixed incomeLeverage

Areas of focus

Our focus and expertise

Our mandate spans investment, advisory and strategic engagement — bringing institutional discipline to opportunities across the private and public markets landscape.

01

Alternative & Private Markets

Focused exposure to private early-stage and revenue-generating businesses, alongside carefully selected hedge fund strategies that provide non-correlated returns across market cycles.

Early-stage venture Revenue-generating businesses Hedge funds
02

Advisory & Non-Exec Board Representation

Providing experienced, independent board-level counsel to founders and management teams. We take advisory and non-executive director roles where we can add meaningful strategic and governance value.

NED appointments Governance Strategic counsel
03

Corporate Finance Support

End-to-end support across capital raises, M&A transactions, restructurings and growth financing. We work alongside management to structure and execute transactions that serve long-term value creation.

Capital raises M&A Restructuring
04

Strategic Corporate Partnerships

Identifying and structuring partnerships between portfolio companies and established corporates, unlocking commercial agreements, joint ventures and distribution relationships that accelerate growth.

Joint ventures Commercial agreements Distribution
05

Network

Access to a curated network of founders, operators, capital allocators and sector specialists built over decades. We actively connect portfolio companies with the relationships that move the needle.

Founders & operators Capital allocators Sector specialists
06

Asset Allocation Strategy

Long-horizon portfolio construction across public and private asset classes, rebalanced to maintain conviction-weighted exposures and capture systematic rebalancing alpha through market cycles.

Portfolio construction Risk management Rebalancing
07

Key People & C-Suite Hires

Supporting portfolio companies and partners in identifying and securing transformational leadership talent. We leverage our network to place the right people at the right stage of growth.

Executive search C-Suite Leadership

Current engagements

Advisory, Corporate Development
& Strategic Partnerships

A selection of active mandates where we are providing strategic, commercial and advisory support.

AI & Defence Technology

UK-based AI model solutions platform

Supporting commercialisation across multiple sub-sectors. Clients served include NATO, the UK Ministry of Defence, and the Royal Navy — deploying sovereign AI capabilities at the institutional level.

● United Kingdom
Clean Technology & Water

UK-based pyrolysis technology company

Facilitating the onboarding of Severn Trent Water to implement a pyrolysis solution that converts sewage sludge into biochar — turning waste streams into valuable, carbon-negative outputs.

● United Kingdom
Maritime Logistics

UK & Middle East maritime logistics scale-up

Providing strategic support to accelerate growth and international expansion across key logistics corridors, with a focus on the UK–Middle East trade routes and emerging market access.

● United Kingdom  ·  Middle East
Life Sciences & Health

US-based life sciences company

Advising on European market entry for a circadian rhythm-based health solution, including the structuring of a local presence in London and identification of distribution and clinical partners.

● United States  ·  United Kingdom
Clean Technology

Clean Hydrogen Automotive Solution

Continued support to the founding team developing and scaling their market proposition — advancing a clean hydrogen solution for the automotive sector.

● United Kingdom
Asset Management

London-based investment advisor

Offering a global long/short equity strategy to professional investors, combining disciplined risk management with high-conviction positioning across global markets.

● United Kingdom
Payment Orchestration

UK & Australia-based payment orchestration company

● United Kingdom  ·  Australia
Life Sciences & Wearable Tech

US-based Circadian Rhythm wearable device

Revenue-generating business seeking to launch clinical trials into the UK and Europe, expanding market presence for an innovative wearable solution built around circadian rhythm health.

● United States  ·  United Kingdom  ·  Europe
We serve
Corporates Institutional Investors Family Offices UHNW Individuals