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, private credit, and real estate on behalf of its institutional investor clients.
Our Businesses
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.
ASSET BASED LENDING
Callodine Credit Management
Callodine Credit 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.
Lower Middle Market Financing
Rand Capital Management
Rand Capital Management 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, and also serve as the external manager to Rand Capital Corporation, a publicly traded Business Development Company (BDC) that is listed on NASDAQ under the symbol “RAND”.
Investment and Wealth Management
Manning & Napier
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process.
Commercial Real Estate Lending
Thorofare Capital
Thorofare Capital is a commercial real estate lending firm with a national presence. We provide financing for value-add and opportunistic acquisitions, recapitalizations, and distressed debt secured by transitional properties.
SPAC
Callodine Acquisition Corporation
Callodine Acquisition Corp. is a Special Purpose Acquisition Company (SPAC), formed for the purpose of targeting a potential business combination in the alternative asset management sector, that will be listed on NASDAQ.
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