ARBORETUM

OUR APPROACH

Arboretum Investment Advisors, LLC (Arboretum IA) manages alternative investment funds which offer non-correlated returns to traditional bond and equity markets.

Our funds are built on a foundation of asset-based financing to carefully selected companies in equipment-heavy industries including medical, agricultural, energy, environmental, manufacturing, technology and transportation. By providing companies the strategic financing they need to grow, we create alternative investment options which help balance highly-correlated portfolios. Our focus is to invest in business-essential, revenue-producing or cost-saving assets with high in place value. Because our investment strategy is not tied to the stock, bond, real estate, or commodities markets and each investment by the program is secured by equipment or other assets, our non-correlated funds serve as a strong complementary addition to traditional portfolios.

commercial finance

    For businesses in select industries, our origination arm, Arboretum Commercial Finance (CF), provides financing for fundamental capital assets, such as manufacturing and production facilities, for an array of equipment-intensive projects.

With experienced performance as a lender we conduct extensive due diligence on all transactions prior to investing, and consistently leverage our expertise with well-known equipment, vendors, and manufacturers to foster strong relationships and repeat customers.

 

commercial financing

Among the most-financed equipment types, all saw an overall increase in new business volume.

Source: Equipment Leasing and Finance Association Survey of Equipment Finance Activity 2020

24.4%

transportation

23%

it & technology

13.6%

construction

9.8%

agriculture

5.0%

industrial/ manufacturing

4.5%

office

4.4%

medical

3.7%

materials handling

Investment Approach

Each investment opportunity goes through an extensive three-tiered due diligence as a part of the acquisition process.

Originate

Transactions are sourced through our internal deal sourcing team and long standing industry partnerships with originators, investment banks and product vendors. Arboretum IA seeks to originate transactions that focus on business- essential, revenue-producing or cost saving assets with high in-place value.