Heirloom is a $600mm AUM (end April 2021) alternative investment manager, specializing in capacity-constrained investments that stand to benefit from long-term trends or are subject to market dislocations that cause their value to deviate materially from fundamentals.
Heirloom is a pioneer in macro-thematic investing, which focuses on allocating capital to areas supported by long-term trends. This follows the same principles identified by McKinsey as what will take institutional investors “from big to great”. We focus on understanding the return drivers of each investment, which allows us to understand how they will interact together to comprise a portfolio.
Heirloom is proactive and nimble, with a particular expertise in “esoteric alternative” investments, that would be beneficial to most portfolios but that are difficult to access for individual investors or more mass-focused private banks or investment consultants. This allows us to access these opportunities at the peak of their risk-reward cycle, often exiting them once the masses have discovered them and the return has been driven down and the risk driven up.
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