Overlay Capital is an alternative investment manager providing value through a secular-themed approach.
Overlay Funds
Our flagship funds provide investors with unique exposures across private markets, from innovation to infrastructure. Current strategies focus on the built environment, with secular themes including sustainable innovation, supply chain resilience, and energy independence.
Overlay Build
Overlay Build accelerates the deployment of emerging technologies in the built world to drive: 1) productivity gains, and 2) sustainability commitments.
Tactical Opportunities
We often identify opportunities that are not a fit for any of our funds, yet are on theme, timely, and have an attractive investment profile. We will offer these investments on a case by case basis, typically through an SPV structure.
About Us
Investing in Resilience.
Welcome to Overlay Capital. We seek to capture value by investing in the misunderstood and hard to access parts of the private markets, typically alongside small and emerging managers. Our approach is to identify opportunities with partners that have a well-defined vertical focus around major tail-winded themes, including clean technology, new infrastructure, and supply chain resilience.
Approach
Investing in Resilience: A World Under Pressure
What does it mean to be investing in resilience? Explore the link between private markets investing and resilience.
About Overlay Capital »Insights
Do concepts like ‘supply chain resilience’ or ‘decarbonization’ represent investable themes?
Explore the link between emerging managers, superior returns, and secular trend analysis.
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