Investcorp Announces Strategic Partnership with Shoals Capital Management
NEW YORK, March 12, 2018 /PRNewswire/ — Investcorp, a leading provider and manager of alternative investments, today announced its strategic partnership with Shoals Capital Management (“Shoals”), which currently manages approximately $160 million. Investcorp and other institutional investors, including a large U.S. pension plan, provided strategic capital to Shoals.
“We are excited to announce our investment with Shoals, as we believe it is one of the very few managers that measures the evolving regulatory framework’s impact on fundamental investment analysis across asset classes to inform portfolio decisions,” said Lionel Erdely, Head and Chief Investment Officer of Investcorp’s Alternative Investment Solutions Group.
“We are at an interesting point when deregulation will intersect with late stages of the credit cycle, amplifying winners and losers. Our multi-strategy approach and expertise across credit and equities will help us capitalize on this and uncover unique opportunities for our investors,” said Jeffrey Hinkle, Chief Investment Officer and Managing Partner of Shoals Capital Management.
Prior to launching Shoals, Mr. Hinkle worked at EJF Capital LLC (“EJF”) where he was the Senior Portfolio Manager of the Debt Opportunities Strategy, EJF’s flagship product, from inception in 2008 through early 2016. During his tenure, the strategy grew to a peak AuM of approximately $4.5 billion. Mr. Hinkle was a Partner and a member of EJF’s Executive Committee. At Shoals, Mr. Hinkle is joined by a very experienced team, which includes a number of other investment professionals who worked with him at EJF.
Investcorp’s Hedge Funds Partnership platform was launched in December 2004 to provide investors access to select investment talent with the backing of an institutional platform. Through this program, Investcorp works with select partners to provide initial seed and acceleration capital, and distribution capabilities to emerging managers with proven track records and differentiated strategies.
Shoals Capital Management was founded in 2017. The firm employs an Event Driven strategy investing across capital structure and sub-sectors in the Financials sector, specifically targeting opportunities brought about by changes in regulatory & capital market conditions. As at March 1st 2018, the firm had $160m in total AuM. The firm employs financial specialists who have a combined experience of 100+ years, and is based right outside of Washington, D.C. in Arlington, VA.
Investcorp is a leading global provider and manager of alternative investments, offering such investments to its high-net-worth private and institutional clients on a global basis. Led by a new vision, Investcorp has embarked on an ambitious, albeit prudent, growth strategy. The Firm continues to focus on generating investor and shareholder value through a disciplined investment approach in four lines of business: corporate investment, real estate, alternative investment solutions and credit management.
As at December 31, 2017, the Investcorp Group had $22.2 billion in total AUM, including assets managed by third party managers and assets subject to a non-discretionary advisory mandate where Investcorp receives fees calculated on the basis of AUM.
Since its inception in 1982, Investcorp has made over 175 corporate investments in the U.S., Europe and the Middle East and North Africaregion, including Turkey, across a range of sectors including retail and consumer products, technology, business services and industrials, and more than 500 commercial and residential real estate investments in the US and Europe, for in excess of $56 billion in transaction value.
Investcorp employs approximately 390 people across its offices in Bahrain, New York, London, Abu Dhabi, Riyadh, Doha, and Singapore. For further information, including our most recent periodic financial statements, which details our assets under management, please visit: or connect with us on: