Funds

Public
markets

Blue Haven invests in public equities, an essential part of any long-term, diversified portfolio, through third-party managers.

In tandem with the pursuit of long-term and competitive financial and impact returns, our advisors analyze the policies and behaviors of the companies we invest in, including business practices, leadership decision making, and political spending, as well as workplace and employee policies. We work with partners to engage in proxy voting and shareholder advocacy to ensure best practices and sustainability in corporate governance

Fixed-income investments, which are often overlooked in the impact investing space, can provide capital for critical public purposes. Our family office gains exposure to fixed-income markets through a range of strategies that offer a consistent source of income, dampen portfolio volatility, and provide liquidity. To increase the impact of this asset class, we apply quantitative scoring and qualitative assessments.

Investments

Private
Equity

Blue Haven invests in third-party managers who invest in companies operating in overlooked sectors and markets.

Many of our managers focus on climate, affordable housing, improving the education technology landscape, and expanding access to financial products and services for low-income communities.

Investments

Private
Credit

Blue Haven invests in funds that provide debt financing to businesses, including companies that unlock economic opportunity and build clean energy infrastructure.

Investments

Real
Assets

Blue Haven invests in physical assets, such as real estate and sustainable timber, that can serve as hedges against inflation, currency price fluctuations, and other macroeconomic factors.

Investments