Causeway Securities has acquired Levendi Investment Management for an undisclosed amount, completing a corporate purchase that expands its investment management capabilities. This acquisition marks a clear instance of one company buying another to integrate operations and offerings.
Levendi Investment Management operates as an independent investment boutique, specialising in providing institutional clients with solutions focused on defined return, liquid alternatives. The firm manages over £135 million in assets, highlighted by its flagship UCITS V Fund, the Levendi Thornbridge Defined Return Fund, which aims to deliver attractive positive returns and has demonstrated top-decile performance among UK Absolute Return funds. Levendi's approach combines industry expertise, liquid asset structuring, and stringent quantitative analysis to improve the predictability of investment outcomes across client portfolios.
The acquisition is strategically significant for Causeway Securities, an investment firm, by integrating Levendi’s specialist solutions and substantial assets under management. This move enhances Causeway's portfolio with established expertise in defensive, diversified equity market exposure and liquid alternatives. Expected synergies include the expansion of client offerings, particularly within the institutional segment, and the integration of Levendi’s proven investment strategies and risk analysis tools.
The combined entity is positioned to offer a broader and more sophisticated range of investment products. This acquisition strengthens Causeway Securities’ market presence and enriches its capability to meet the evolving demands of institutional investors, aiming for a more robust and diversified service proposition.