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Our Strategy

Thinking outside the box

At Nevastar Finance, we redefine wealth management by cultivating unique, trust-based relationships with our clients. To us, they are not just clients—they are investment partners. This mindset drives us to think beyond conventional frameworks, creating tailored strategies that reflect shared goals and mutual interests.

Thinking outside the box is not just a philosophy; it’s our methodology. Leveraging in-depth micro and macroeconomic analysis, we identify opportunities others might overlook. Our team of experts examines global trends, emerging markets, and evolving economic conditions to construct innovative strategies designed to preserve capital and deliver sustainable growth. This proactive approach allows us to adapt to market complexities while staying true to our clients’ long-term objectives.

Our approach is built on freedom and flexibility. At Nevastar, we embrace the freedom to craft bespoke investment solutions that are as dynamic and multifaceted as the markets we navigate. What sets us apart is our deep conviction: we believe in our strategies so strongly that we are the first to invest in them. This alignment ensures our clients know that their success is our success—a partnership built on shared commitment and trust.

Case studies

Abarta - Irish Real Estate Recovery

In the aftermath of the 2008-2013 Irish real estate crash, Nevastar identified specific segments of the Dublin real estate market that were significantly undervalued, presenting a compelling investment proposition.

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Abarta - Irish Real Estate Recovery

In the aftermath of the 2008-2013 Irish real estate crash, Nevastar identified specific segments of the Dublin real estate market that were significantly undervalued, presenting a compelling investment proposition. In 2013, with supply and demand of prime Irish real estate starting to show signs of narrowing for the first time in over 8 years and with Irish banks being in a position to lend once again following the creation of NAMA, we partnered with a specialist local operator to launch a regulated Irish QAIF investment vehicle, to capitalise on this market dislocation. We acquired 9 prime buildings in central Dublin, with a total gross asset value exceeding €100 million. As the recovery of the Irish real estate market unfolded and following the implementation of several value adding asset management initiatives, we successfully exited the last asset in Q1 2020, delivering overall a net MoIC of 2.0x for our clients.

Brook Lane – Greek Real Estate Recovery

In 2018/2019, we targeted the significant investment potential in the Greek real estate market, which had been essentially flat-lining since the massive dip triggered by the 2008-2009 Global Financial Crisis and subsequent recession.

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Brook Lane – Greek Real Estate Recovery

In 2018/2019, we targeted the significant investment potential in the Greek real estate market, which had been essentially flat-lining since the massive dip triggered by the 2008-2009 Global Financial Crisis and subsequent recession. This market was largely overlooked by international investors at the time but with the successful conclusion of the EU-backed Greek austerity and sovereign debt restructuring program combined with the election of new Prime Minister Kyriakos Mitsotakis in 2019, we felt it was an opportune time to enter the market. Additionally, pressure on systemic banks by the regulator to restructure their balance sheets created an ideal window to acquire high-quality assets at attractive entry prices. In 2018, we partnered with a local property operator to launch a dedicated Luxembourg SICAV-SIF, aiming to capitalise on this opportunity. The Fund invested €130 million across 13 transactions, diversifying into office, logistics, hospitality, and residential properties. We are about to exit all investments in December 2024 at a net MoIC of 1.8x for our clients.

Capital Protected Equity Product China

In December 2023, the Chinese CSI 300 domestic A-share Index had fallen to its lowest level since early-2019 after credit rating agency Moody’s downgraded the country’s sovereign debt outlook amid peak pessimism about consumer spending, ongoing problems in the property sector and persisting geopolitical tensions.

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Capital Protected Equity Product China

In December 2023, the Chinese CSI 300 domestic A-share Index had fallen to its lowest level since early-2019 after credit rating agency Moody’s downgraded the country’s sovereign debt outlook amid peak pessimism about consumer spending, ongoing problems in the property sector and persisting geopolitical tensions. We believed that the Chinese government would eventually implement sizeable monetary and fiscal stimulus packages that would support undervalued local stock markets but wanted to protect against potential geopolitical flareups. With equity market volatility at historically low levels, we structured a 100% capital-protected participation note that pays 138% of the upside performance of the CSI 300 index at maturity in 2.5 years.

Selling Volatility

In early August 2024, the CBOE’s VIX volatility index registered its largest intraday move in history and reached its highest level since the 2020 pandemic, driven by a combination of US recession fears, underwhelming tech sector earnings and JPY carry trade unwinding.

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Selling Volatility

In early August 2024, the CBOE’s VIX volatility index registered its largest intraday move in history and reached its highest level since the 2020 pandemic, driven by a combination of US recession fears, underwhelming tech sector earnings and JPY carry trade unwinding. As we had not changed our views on Federal Reserve rate cuts and a “soft landing” for the US economy, we took the opportunity to structure a Reverse Convertible Note, thereby selling volatility while it was at elevated levels. The note, based on an underlying basket consisting of Amazon, Microsoft and NVIDIA, pays a 13.2% coupon in a year with a -30% knock-in barrier that offers an attractive level of protection.

Our services

We offer fully integrated and tailored investment solutions

Our Strategy

Thinking outside the box

Our partners

We have cultivated global partnerships

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Nevastar
Finance
Ltd

6 Duke Street St James’s, London SW1Y 6BN
United Kingdom

+44 207 290 3210

Nevastar
Finance
(Switzerland) S.A.

Boulevard Helvétique 31
CH-1207 Geneva
Switzerland
+41 22 817 8000

Limmatquai 4,
CH-8001 Zurich
Switzerland
+ 41 22 817 8001

Nevastar Finance (Luxembourg) S.A.

17A Rue des Bains, L-1212 Luxembourg +352 27 48 72 1

© 2024 Nevastar Finance Ltd. All Right Reserved. Credit : Agence SAND

Legal & Regulatory | Public caution | Client Relationship Summary (Form CRS)

Legal & Regulatory | Public caution | Client Relationship Summary (Form CRS) | Nevastar Finance (Switzerland): notice en matière de protection des données

Public caution : Attempts of scam

Nevastar Finance Ltd is alerting the public about attempts in France to fraudulently use its name and targeting businesses and individuals under varied pretexts (investment advice, sale of investment products …).Nevastar Finance has found that its name and logo are used for phone calls, fraudulent websites and emails supposedly send from Nevastar Finance.

Nevastar Finance requests that you be vigilant.

No follow-ups should be made to these calls or e-mails, which fall under identity theft to trap individuals and businesses (phishing or phishing attempts). It is important not to respond to these requests.

Finally, Nevastar Finance reminds you that public authorities have set up a website and phone numbers to report scams and illegal content on the internet.