Levendi Investment Management is an independent investment boutique. We offer institutional clients specialist solutions focused on defined return, liquid alternatives which improve the predictability of investment outcomes across portfolios.

Money

>£125m

Assets under management (AUM)

Graph

SONIA + 6.00%

Target return of our flagship Fund

Top Decile

Performance across UK Absolute Return Funds

Levendi Thornbridge Defined Return Fund

The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments with AUM in excess of £125m.

View Fund

New Defined Return Fund coming soon

More details to follow.

Latest Insights

Insights

Defensive By Design Series: Part 1 – Long Term Investments

View
Commentary

September 2024, Manager Commentary

View
Insights

Why choose Levendi’s 5% Distribution Share Class?

View
Insights

Identifying attractive investments using SPIRE

View

Meet the Team

Frank Copplestone

CEO and Lead Portfolio Manager

Nicholas Cogswell

Head of Business Development

Alae Zitouni

Portfolio Manager

Tara Pain

Business Development Analyst

Resilience embedded by design

Levendi Investment Management utilises a 100% proprietary and forward-looking risk analysis tool, SPIRE, to focus on optimising the risk adjusted returns of every position within the Fund.

SPIRE

Innovative strategies. Defined returns.

Levendi Investment Management offers tailored managed accounts as well as liquid alternatives and securitised products, with independent pricing, to suit clients every investment need.

Bespoke Solutions

For more information on any of our
products please get in touch