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Inherent Management Corp.
Inherent Management Corp. is an investment management firm headquartered in New York, NY. It is affiliated with Inherent Group, LP, which was founded in 2017 and operates as an investment adviser to private funds and select other entities. The firm is known for serving institutional and high-net-worth clients, focusing on sustainability-linked investment strategies, and is led by Anthony (Tony) L. Davis as CEO and CIO. As of 2025, it appears to manage portfolios disclosed via 13F filings and is staffed by a small team, though exact employee numbers are not public.
Investment Strategy
Inherent Management Corp., alongside Inherent Group, targets sustainability-linked strategies, seeking superior risk-adjusted returns by integrating environmental, social, and governance (ESG) criteria into traditional investment analysis. The firm emphasizes long-term value creation, investing primarily in equities and related securities, and manages portfolios in a discretionary manner. Their approach combines fundamental analysis and ESG engagement to identify opportunities that align with responsible investment principles, aiming to influence businesses toward sustainability while delivering performance for their investors.
Latest 13F Filing Activity
Inherent Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $120M. The fund increased holdings in Patria Investments Ltd-a, Ishares Inc., Vertical Aerospace LTD among other positions. Inherent Management Corp. reduced exposure to MR Cooper Group Inc., Orion S.A., Builders Firstsource Inc. among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COOP | MR COOPER GROUP INC | 24.09% | $29.0M | 194,242 | $96.01 | $149.21 | -$15.3M |
I IEMG | ISHARES INC | 20.74% | $24.9M | 415,605 | $52.22 | $60.03 | +$2.5M |
P PAX | PATRIA INVESTMENTS LTD-A | 17.14% | $20.6M | 1,466,831 | $12.06 | $14.06 | +$7.0M |
N NEE | NEXTERA ENERGY INC | 15.00% | $18.0M | 260,000 | $71.69 | $69.42 | -$382.2K |
B BLDR | BUILDERS FIRSTSOURCE INC | 8.18% | $9.8M | 84,297 | $142.93 | $116.69 | -$695.5K |
Industry Allocation
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