Photon Yields

Fully Invested in
Better Outcomes

As a global investment firm, we foster diverse perspectives and
embrace innovation to help our clients navigate the uncertainty of capital markets

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Premium Strategy

Value investing
redefined

At Photon Yields, we create value by sticking to our consistent
investment philosophy and disciplined research process

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Our Track Record

Building prosperity, security
& opportunity

Discover the Photon Yields difference and view our
Investment Performance Highlights.

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Asset Management

Asset Management


We create customized, integrated investment solutions to meet the unique needs of insurers and pension plans.

Institutional Management

Institutional Management


When you select Photon Yields to manage institutional assets, you will discover why we've earned the reputation for solid performance and equally solid relationships.

Wealth Management

Wealth Management


Your financial goals are uniquely your own, so Photon Yields will design a wealth management strategy that's just for you.

Investment Philosophy


Photon Yields differentiated credit-focused franchise combines relative value trading with a deep understanding of fundamental credit investing and legal and structuring expertise. With an emphasis on risk management, Photon Yields opportunistically invests across the capital structure in less efficient segments of the market with the goal of generating consistent, alpha-driven returns across market cycles.



FOCUS


We are focused on global investment strategy. We generally seek to build a concentrated portfolio of scale investments in industries we know well and have developed significant expertise



Culture of Transparency


We believe in sharing good (and bad) news early, aligning ourselves with our investors and companies, and truly partnering and empowering management teams. We also don't charge transaction or monitoring fees to our portfolio companies (and haven't since our founding)



Commitment to Making Companies Better


We invest for the long haul to support the strategic and financial objectives of outstanding management teams. We believe our deep sector experience allows us to add value and offer insights that enable our companies to flourish.



Industry Insights


Our investment philosophy is enhanced further by the depth of our focus on industry verticals. We have distinguished ourselves as a value-added partner with deep sector insights in select verticals which enables us to take a differentiated approach to sourcing, diligence, and value creation initiatives



Demonstrated Performance


We have a clear investment philosophy and disciplined approach to investing and have demonstrated performance across multiple investment cycles over our 10 years history





Planning Services
BUSINESS SERVICES
Planning Services
PRIVATE WEALTH MANAGEMENT
Planning Services
RETIREMENT PLANNING
Responsible Investing

Responsible Investing


Photon Yields Partners is committed to conducting business in a safe, responsible, and ethical manner. These principals guide our decision-making throughout the investment lifecycle.


From the onset of the investment process, we pursue ideas inspired by environmental, social, and governance ('ESG') issues and participate in industries engaged with these themes. All companies in which we invest are first vetted by our professionals, who work closely with expert advisors, to identify and mitigate potential ESG conflicts. Our ESG due diligence program requires an assessment of ten key ESG areas which may impact the current or future performance of a company. One Equity Partners will forego any investment that fails to meet its ESG standards.


Once invested, Photon Yields reviews and monitors all its portfolio companies to ensure they adhere to its ESG policy, which is periodically reviewed to incorporate best practices as risks evolve. This process allows us to quickly detect and preempt or manage any difficulties that may arise during the investment period.


As investments mature, we seek to continually improve upon ESG reviews and recommendations, and, together with management, works to ensure that ESG issues are prioritized through to and beyond exit.

OUR ASSET MANAGEMENT SOLUTIONS

Professionally managed investment portfolios

Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. Photon Yields's Asset Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.


OUR APPROACH TO ASSET MANAGEMENT

Different goals require different approaches.


At Photon Yields we recognize that each investor is unique. That's why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.

Our Commitment

To provide you additional value, we strive to:

  • Create opportunities for rewards while managing risk.
  • Minimize management and administrative costs.
  • Provide ongoing services that adapt to changes in your goals.

Wealth Planning


A solid Wealth Plan ensures you have a financial strategy that supports your aspirations. Once we understand your lifestyle goals, we look at the current path of your finances to ensure that you are on track to meet them through retirement and beyond.

OUR VALUES


At the heart of our business are our partners: the entrepreneurs and management teams we back; the investors in our funds; the advisers and intermediaries we work with; and the banks and other lending institutions to our deals.



Highly Ambitious


We strive to build world-class businesses to generate superior returns for our partners.



Winning


We are here to win. We are constantly improving, and are committed to out-thinking and out-executing our competitors. We take on what others dismiss as impossible, and solve the hard problems that others walk away from. This is why we hire the best.



Integrity


We do things the right way, without compromise, the first time – every time. We are direct, decisive and, above all, accountable. We practice sound judgment and common sense in our actions that conforms to the letter and spirit of the law at all times. We win on the merits, with integrity.



Learning


We are driven by a thirst for knowledge. We are constantly learning – from each other and from inspired thinkers around the world. We passionately pursue new ideas, new innovations and new strategies that will strengthen our competitive advantage

INVESTMENT SECTORS

FIXED INCOME
Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today.
FINANCIAL THOUGHT LEADERS, ON YOUR TEAM
REAL ESTATE
Discover opportunities in premium properties and real estate portfolios.
SECURE YOUR REAL ESTATE FUTURE
STOCKS
Strategic equity investments with proven growth potential across global markets.
BUILD YOUR EQUITY PORTFOLIO
MULTI-ASSET
Diversified portfolios combining multiple asset classes for balanced growth.
DIVERSIFY YOUR INVESTMENTS
NFP & ALTERNATIVES
Innovative investment vehicles including NFP strategies and alternative assets.
EXPLORE ALTERNATIVE OPPORTUNITIES
COMPANY CERTIFICATION