top of page

Investment Strategies

Upward Venture Capital adopts a dynamic and diversified investment strategy, focusing on sectors with high growth and impact potential like renewable energy and sustainable agriculture. Central to our approach is corporate credit, balancing risk and return through a mix of bonds across industries. We emphasize strategic partnerships and rigorous due diligence to ensure sustainability and strong ESG alignment. Our active portfolio management and adaptability allow us to respond effectively to market shifts, maintaining our commitment to ethical and sustainable investing. By leveraging Special Purpose Vehicles (SPVs) for targeted projects, we ensure focused impacts, aligning our investments with our overarching goal of creating long-term value that is both financially robust and socially responsible.

Founder working on start up

Upward Venture Capital adopts a broader investment perspective. This diversification across various industries and asset classes aims to balance the portfolio, mitigate risks, and capitalize on different market opportunities.

Diversified Investment Approach

A significant portion of the strategy involves allocating capital to SPVs, each with a specialized focus, such as renewable energy or sustainable agriculture. This allows for targeted impact in these areas while maintaining overall portfolio diversification.

Capital Allocation

to SPVs

Upward Venture Capital actively pursues opportunities in Middle Market Direct Lending, providing capital to medium-sized businesses. This approach is aimed at generating steady income through interest payments, while also offering the potential for capital appreciation. It fills a crucial financing gap for businesses that might not have direct access to public markets or large-scale institutional funding.

Middle Market

Direct Lending

Recognizing the stable and tangible nature of real estate assets, Upward Venture Capital includes real estate investment as a key component of its portfolio. This sector provides opportunities for both capital appreciation and income generation through rentals. Investments in real estate are carefully selected based on location, market trends, and potential for long-term value growth.

Real Estate

We invest in a spectrum of corporate bonds, ranging from investment-grade to high-yield, carefully selected across various industries and regions. Our approach is grounded in thorough credit analysis and risk assessment, ensuring we align with companies demonstrating strong ESG practices. This segment offers investors regular income through coupon payments and plays a vital role in our portfolio diversification, balancing different risk-return profiles and enhancing overall stability.

Distress Capital
Investment

The fund seeks to form Strategic Partnerships with other investment entities, industry players, and innovation leaders. These partnerships are intended to leverage external expertise, expand market reach, and tap into unique investment opportunities that might not be accessible independently. Such collaborations can enhance portfolio diversity and drive mutual growth.

Strategic
Partnerships

bottom of page