Capital Preservation

We seek compelling investment opportunities and our current thematic is providing accessibly priced homes in London. Mitheridge believes that capital preservation should remain the focus of any investment, and our investment committee places great emphasis on sensitivity and break-even analyses to generate superior risk-adjusted returns. We do not employ excessive amounts of leverage but seek to enhance the alpha on our investments through optimisation of the capital structure using our capital markets expertise.

Our Focus — Accessible Housing

Currently Mitheridge is focused on addressing the acute supply/demand imbalance of ‘Affordable Housing’ in Greater London and the surrounding areas. We believe both that people should have access to sensibly priced homes in accessible locations, whether buying or renting, and that the strong public policy driver for this underpins value in this segment of the market.

Although London’s population has grown by more than 45% over the past 25 years, its housing stock has grown by just 10%. The UK government estimates that UK housing need is two to three times existing housing supply.

Our Focus — Accessible Housing

Currently Mitheridge is focused on addressing the acute supply/demand imbalance of ‘Affordable Housing’ in Greater London and the surrounding areas. We believe both that people should have access to sensibly priced homes in accessible locations, whether buying or renting, and that the strong public policy driver for this underpins value in this segment of the market.

Although London’s population has grown by more than 45% over the past 25 years, its housing stock has grown by just 10%. The UK government estimates that UK housing need is two to three times existing housing supply.