Yield Focused Asset Management Platform

Our Firm

Founded by James Morrow, Callodine Group is an asset management platform specializing in yield-oriented investment strategies.

Callodine Group targets attractively valued yield opportunities across the capital markets landscape through its asset management subsidiaries. The Callodine platform has the ability to invest across the capital structure and pursues income-oriented investments that provide high cash yields and the potential for equity-like upside. Callodine’s subsidiaries manage investment strategies within both public equities and private credit on behalf of its institutional investor clients.

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Our Businesses

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PUBLIC EQUITIES

Callodine Capital Management

Callodine Capital manages long/short and long-only investment strategies targeting the dividend paying equity universe.  We invest in cash-generative companies across a diverse set of industries including specialty income niches like Business Development Companies (BDCs), Master Limited Partnerships (MLPs), Real Estate Investment Trust (REITs), and special situations like Mergers & Acquisitions (M&A), spin-offs, convertibles, preferreds, and high yield.

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ASSET BASED LENDING

Callodine Commercial Finance

Callodine Commercial Finance is a provider of asset-based loans to middle market companies in the U.S. and Western Europe. We serve as a complementary financing source, filling a gap between where traditional capital providers are comfortable lending and the capital a company needs.

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Mezzanine Debt and Structured Capital

Callodine Strategic Credit

Callodine Strategic Credit is a provider of mezzanine debt and structured capital solutions to lower middle market companies in the U.S. We are a strategic financing partner to borrowers and senior lenders, providing thoughtful capital solutions and incremental liquidity to our clients.

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BDC INVESTMENT ADVISER

Rand Capital Management

Rand Capital Management is the external manager to Rand Capital Corporation, a publicly traded Business Development Company (BDC) that is listed on NASDAQ under the symbol “RAND”.

Our Team

Contact Us

Callodine Group, LLC.
Two International Place
Suite 1830
Boston, MA 02110