Investcorp Announces Partnership with Shoals Capital Management

Mar 12 2018 | 5:06pm ET

Investcorp has announced its strategic partnership with Shoals Capital Management today. 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, Hinkle worked at EJF Capital LLC ("EJF") where he was the Senior Portfolio Manager of the Debt Opportunities Strategy, EJF's flagship product. During his tenure, the strategy grew to a peak AUM of approximately $4.5 billion.

Investcorp is a global provider and manager of alternative investments to high-net-worth private and institutional clients on a global basis. As of December 31, 2017, the Investcorp Group had $22.2 billion in total AUM.

Shoals Capital Management was founded in 2017. The firm employs an event-driven strategy investing across capital structure and sub-sectors in the financial sector. As at March 2018, the firm had $160m in total AUM.


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