An asset class with uncorrelated returns, litigation finance offers high yield potential by funding legal cases in exchange for a share of settlement proceeds. We focus on cases and portfolios backed by strong legal precedent, where liability has already been tested, allowing capital to be deployed into scalable actions. This lowers legal risk and enhances predictability, while keeping returns largely independent from broader market movements.
The fund provides senior-secured loan facilities to top-tier UK law firms, collateralized by high-value, diversified portfolios of commercial litigation claims. The strategy targets consistent returns with principal protection through structured amortization, insurance coverage, and first-priority repayment. Loans are made against 15+ claim portfolios, with low LTVs and expected durations under 3 years. Insurance policies and anti-avoidance clauses safeguard downside, while early repayments and recycling of capital enhance efficiency.
Strategy Type
Commercial Claims Lending
Return Profile
20–25% net IRR target
Liquidity
Semi-annual (365-day notice)
This strategy provides exposure to a cross-collateralised portfolio of litigation finance opportunities across Europe and the U.S. The European cases are based on competition and anti-trust claims where liability has already been established, offering efficient settlement potential rather than active litigation. The U.S. component is a secured credit facility to a law firm with $70M+ in collateralized Work in Progress. Returns are driven by structured legal recoveries with strong downside protection.
Strategy Type
Batch Claim SPV
Return Profile
25% per annum + 10% profit share
Liquidity
36-month term (Callable after 12 months)
This strategy funds mass-volume consumer claims in the UK, focusing on housing disrepair and motor vehicle finance disputes. Capital is provided to experienced law firms through insured, asset-backed lending. The firms target claim types with legal precedent, high success rates, and strong enforcement pathways. Claims are covered by ATE insurance, offering an additional layer of risk mitigation.
Strategy Type
Mass-volume consumer claims
Return Profile
18% per annum (Net)
Liquidity
Semi-annual (365 days notice)
Infrastructure investing gives access to essential assets that societies depend on. From energy and transport to digital and utility networks, these assets tend to offer stable, inflation-linked cash flows and are often backed by long-term contracts or public-private support. Their strategic importance makes them less sensitive to market cycles and more resilient during periods of volatility.
A global long/short equity strategy targeting companies driving the energy transition, and shorting those structurally exposed to its risks. The fund takes a pragmatic approach, focusing on renewables, electrification, low-carbon fuels, and industrial decarbonization, combining macro insights with deep sector expertise to build a high-conviction, actively managed portfolio.
Strategy Type
Hedge Fund– Energy Transition
Return Profile
16.4% annualized return (since inception, April 2022, net of fees)
Liquidity
Quarterly with 45 days notice
(Soft 1-year lock-up)
Our hedge fund strategies offer clarity of process and consistency of returns across cycles. From systematic futures to arbitrage and macro overlays, our selection emphasizes managers with disciplined execution, limited capacity, and differentiated edge. These strategies are designed to provide true diversification and low correlation to public markets.
A global long/short equity strategy targeting companies driving the energy transition, and shorting those structurally exposed to its risks. The fund takes a pragmatic approach, focusing on renewables, electrification, low-carbon fuels, and industrial decarbonization, combining macro insights with deep sector expertise to build a high-conviction, actively managed portfolio.
Strategy Type
Hedge fund – Energy Transition
Return Profile
16.4% annualized return (since inception, April 2022, net of fees)
Liquidity
Quarterly with 45 days notice
(Soft 1-year lock-up)
A low-volatility hedge fund that seeks to deliver steady absolute returns by exploiting pricing inefficiencies across global asset classes. The strategy blends arbitrage and relative value trades in FX, commodities, rates, equity, and volatility, with a focus on Asia and emerging markets. It avoids directional risk and maintains a strong risk-management ethos, aiming for consistent returns with minimal drawdowns and low correlation to broader markets.
Strategy Type
Multi-Asset Arbitrage & Relative Value
Return Profile
7–8% net annualized return
Liquidity
Monthly dealing (No lock-up)
Our approach emphasizes managers who combine systematic screening with fundamental conviction to consistently identify outperformers in broad, liquid markets. These strategies are designed for qualified investors seeking alpha beyond passive benchmarks.
Long-term capital appreciation through investment in equities of Japanese companies that are achieving EPS growth through the skillful execution of unique business models that are well suited to the economic environment and growth opportunities.
Strategy Type
Active Growth – Japan Equities
Return Profile
41% YTD (oct 2025)
Liquidity
Daily
Through decades of proprietary data analysis and a systematic filtering process, this team isolates a focused “Growth Universe”: a group of companies that have consistently outperformed the broader market. The portfolio is constructed and monitored daily by a Tokyo-based team, with support from a U.S. affiliate. The result is a high-conviction, actively managed strategy with a 10-year track record of outperforming the S&P 500.
Strategy Type
Active Growth – U.S. Equities
Return Profile
16.5% per annum (since 2014, S&P 500 reference: 11.2%)
Liquidity
Daily
At Blue Lakes, we apply a rigorous selection process to ensure that each investment opportunity meets our high standards of performance, risk mitigation, and long-term growth potential.
Pension funds, sovereign wealth funds, and endowments seeking stable alternative investments.
Tailored strategies designed to preserve capital and enhance portfolio returns.
Access to exclusive private market investments through curated fund structures.
