Investment Strategies

Strategic Vision, Innovative Growth

Harbert Management Corporation’s investment strategies center on identifying and capitalizing on undervalued assets with significant growth potential, creating resilient portfolios with upside. By leveraging deep industry expertise and a disciplined approach, we strive to deliver superior risk-adjusted returns for our investors.

European Real Estate

Strategy: Value Add

Sector Focus: Residential, Light Industrial, Logistics, Retail and Office

Geographic Focus: Western Europe

Office Locations: London, Paris, Madrid, Luxembourg

Investment Team Members: 17

Strategy Launched: 2002

Transaction Volume: €5.9 billion

Infrastructure

Strategy: Value Add and Core Plus

Sector Focus: Renewable and Thermal Power Generation, Battery Energy Storage Systems and Distributed Infrastructure

Geographic Focus: North America

Office Locations: Birmingham, Charlotte, New York

Investment Team Members: 17

Strategy Launched: 1997

Capital Deployed: $12.8 billion

Seniors Housing

Strategy: Value Add

Sector Focus: Independent living, Assisted Living and Memory Care

Geographic Focus: Primary and Secondary US Markets

Office Location: Dallas

Investment Team Members: 5

Strategy Launched: 2015

Transaction Volume: $1.8 billion

South Bay

Strategy: Development

Sector Focus: Independent Living, Assisted Living and Memory Care

Geographic Focus: Gateway and Primary US Markets

Office Location: Dallas

Investment Team Members: 8

Strategy Launched: Founded independently in 1995; HMC acquired in 2021

Transaction Volume: $1.6 billion

US Real Estate

Strategy: Value Add

Sector Focus: Multifamily, Industrial and Retail

Geographic Focus: Mid-Atlantic, Southeast, Southwest, Sunbelt and select other markets

Office Locations: Birmingham, Dallas, San Franscisco

Investment Team Members: 15

Strategy Launched: 1995

Transaction Volume: $6.3 billion

Credit Solutions

Strategy: Middle Market Private Structured Credit

Sector Focus: Healthcare, Technology, Business Services and Manufacturing

Geographic Focus: US

Office Location: Nashville

Investment Team Members: 8

Strategy Launched: 2001

Transaction Volume: $970 million

Growth Equity

Strategy: Late-stage Venture and Growth Equity

Sector Focus: Technology, IT, Data and Healthcare

Geographic Focus: Mid-Atlantic, Southeast, Southwest, Midwest

Office Location: Richmond

Investment Team Members: 4

Strategy Launched: 2001

Transaction Volume: $375 million

Absolute Return

Pioneer

Strategy: Long / Short Equity

Sector Focus: Fundamental Value, Focus on Innovation

Geographic Focus: US-focused with select global exposure

Office Location: New York

Investment Team Members: 2

Strategy Launched: 2023

6Beacon

Strategy: Equity Capital Markets

Sector Focus: Generalists and Secondaries

Geographic Focus: US and select other public markets

Office Location: Boston

Investment Team Members: 4

Strategy Launched: 2023