Institutional Investors

Separately Managed Accounts

Providing Institutional Investors with Solutions through SMAs

Investment Strategy

Managing through the more challenging interest rate, credit and economic environments, Tannin Capital portfolios are well positioned in advance to benefit from the inevitable windows of heightened volatility.

Specialized Investment Portfolios

Tannin’s specialized investment portfolios and investment sleeves are deeply rooted and managed to meet the unique needs of our clients. Through proven processes, discipline, and institutional execution, we deliver the specialized portfolios expected by our clients within a risk management framework with the goal of higher risk-adjusted total returns over time.

Opportunities

Inefficiencies in high quality assets, market sectors and sub-sectors create opportunities. Volatility exposes inefficiencies and Tannin Capital embraces those environments to deliver alpha for our clients.

Direct Institutional & Sub-Advisory

Tannin Capital provides fixed income and equity solutions through Separately Managed Accounts (SMAs) which provide the flexibility and customized structure to achieve client goals of capital preservation, and maximization of tax-exempt & after-tax income with prudent growth over time.

We implement our investment strategies within a disciplined investment process, with an emphasis on risk management. Our goal for each client is tax-efficiently managing client portfolios through dynamic credit and interest rate market cycles while preserving capital and providing a consistent level of tax-efficient income with higher risk-adjusted performance relative to our peers and benchmarks.

Correlations

Given the high correlations often found between asset classes and our experience managing through more frequent “fat tail” windows of volatility, we believe it is important to analyze macro environments and forces: Not to guess interest rates or time economic cycles, but to model and stress potential paths and scenarios within the context of our clients' balance sheets. We seek to Preserve capital by identifying risk exposure to the present value of equity in our clients’ balance sheets. We then address those risks by building liquidity and optionality into specialized portfolios to strengthen the portfolio as the Control Lever to maximize risk-adjusted total return for our clients by protecting and subsequently growing the present value of equity in anticipation of and throughout more volatile environments.

Additive Solutions

Contact