Our Approach
Castlelake’s investment philosophy seeks to provide investors with exposure according to their risk-return and asset appetite, with a consistent focus on seeking to create reasonable downside protection.
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We’re nimble, creative investors with the flexibility to invest across the capital spectrum.
Castlelake’s investment philosophy tailors exposure to investors’ risk-return preferences with a focus on downside protection. We adjust our focus based on capital supply and demand, accessing perceived mispriced risks. Our versatility across the capital structure, combined with long-term relationships, makes us an efficient capital solutions provider.
Intro Block (aligned = left, width = short)
We’re nimble, creative investors with the flexibility to invest across the capital spectrum.
Castlelake’s investment philosophy tailors exposure to investors’ risk-return preferences with a focus on downside protection. We adjust our focus based on capital supply and demand, accessing perceived mispriced risks. Our versatility across the capital structure, combined with long-term relationships, makes us an efficient capital solutions provider.
Intro Block (aligned = center, width = short)
We’re nimble, creative investors with the flexibility to invest across the capital spectrum.
Castlelake’s investment philosophy tailors exposure to investors’ risk-return preferences with a focus on downside protection. We adjust our focus based on capital supply and demand, accessing perceived mispriced risks. Our versatility across the capital structure, combined with long-term relationships, makes us an efficient capital solutions provider.
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Headline About Our Team
Our aim is to achieve strong performance across economic cycles. With a comprehensive capital strategy and cyclical investment experience, our team is poised to navigate market disruption, capital competition, and identify appealing opportunities. Our global team, comprising over 230 employees, including 80 investment professionals, operates on three continents. Having engaged in approximately 1,300 investments across 60+ countries, our global experience is extensive.
Headline About Our Team
Our aim is to achieve strong performance across economic cycles. With a comprehensive capital strategy and cyclical investment experience, our team is poised to navigate market disruption, capital competition, and identify appealing opportunities. Our global team, comprising over 230 employees, including 80 investment professionals, operates on three continents. Having engaged in approximately 1,300 investments across 60+ countries, our global experience is extensive.
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Our Team
Our global team of more than 220 employees includes approx. 80 investment professionals who have specialized asset structuring expertise, in-market experience and long-standing sourcing relationships.
ESG
Castlelake’s ESG philosophy is focused on understanding and mitigating the potential impact of ESG risks on capital flows and asset liquidity with respect to investment opportunities and our investment portfolio.
Careers
Castlelake strives to foster a collaborative and entrepreneurial culture driven by thoughtful, motivated people who are energized by complexity and the opportunity to create innovative solutions.
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Real Assets
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Specialty Finance
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Aviation
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Nimble Execution & Flexible Solutions
Castlelake excels in rapid execution and agile capital deployment, distinguishing itself through speed, flexibility, and diverse solutions. This approach secures attractive yet competitive transaction terms and ensures a continuous flow of competitive deals.
Cross-Functional & Cross-Border Collaboration
Castlelake’s global team aligns expertise with opportunities worldwide. The Performance Execution Group supports our investments for maximum risk-adjusted returns. We believe collaboration and diverse thinking lead to optimal outcomes.
Placing Value on Partnerships
Castlelake values strong partnerships for stable deal flow and early access to opportunities. Committed to integrity and respect in all situations, we take pride in the numerous relationships developed over our 18-year investment tenure.
Stat Cards (w/Intro Block)
Castlelake specializes in complex, asset-rich and cash-flowing opportunities across the globe.
We invest across the capital structure within three investment strategies: Real Assets, Specialty Finance and Aviation. Founded in 2005 by Rory O’Neill and Evan Carruthers, innovators in alternative investing with nearly five decades of combined experience. In the approximately 18 years since our inception, we have deployed more than $36 billion across 60+ countries. Castlelake strives to deliver compelling risk-adjusted returns that we believe are largely non-correlated and downside protected by pairing discipline and consistency with a pioneering mindset and willingness to underwrite complexity. We are motivated by the missions of our limited partners and guided by our core values.
2005
Firm Founded
$36B
Capital Invested
1,300+
Individual Transactions
~230
Employees
Call to Action
We Value Integrity and Innovation
Contact Castlelake today for more information about our firm as well as opportunities to partner with us.