Who We Are

Geoffrey Howard Matthews leads Cadmus Investment Management and carries final responsibility for the firm's strategy, its governance, and the standard of judgement applied to every commitment it makes. His career has been spent in British institutional investment, where he built a reputation for patience under pressure and for asking the plain question a transaction cannot survive. He chairs the investment committee and keeps its membership deliberately small, on the view that accountability dilutes the moment it is shared too widely. He remains closely involved in the firm's longest-held positions and in the relationships behind them, and he regards discretion as a condition of the work rather than a courtesy extended to it.

Aaron Mikati is responsible for how Cadmus Investment Management operates: the controls sitting beneath its investment decisions, the discipline of its reporting, and the infrastructure on which client mandates depend. He came to the firm from operational roles in London's institutional market, where he learned that a good process is one nobody notices until it is needed. He oversees risk monitoring, counterparty onboarding, and the handling of confidential information, and he sets the documentation standards by which every decision the firm takes can be reconstructed years later. His instinct is to build for the cycle that has not yet arrived rather than the one currently under way.

Raffael Safra oversees the financial management of Cadmus Investment Management, including the firm's own balance sheet, its capital planning, its audited reporting, and its obligations to its regulators and counterparties. He works to a simple principle: the firm's accounts should stand up to the same scrutiny it applies to the businesses it underwrites. He is closely involved in structuring, in the terms on which capital is committed, and in the modelling that tests a thesis against conditions its sponsors would rather not contemplate. Precision, in his view, is not pedantry but the ordinary courtesy owed to people whose capital is at stake.

Benjamin Safra directs portfolio construction across the firm's mandates and its principal book, setting the allocation framework within which individual positions are taken. He favours a concentrated approach: a small number of holdings understood thoroughly rather than a wide book that cannot be explained, each sized so that no single outcome determines the health of the whole. His research spans Europe, Asia, the Americas, and the Gulf, and he is as interested in what a business will look like in its second decade as in what it reports next quarter. He is, by temperament and by design, far readier to decline a transaction than to enter one.

Thomas Khan manages discretionary and advisory relationships for the institutions and families who entrust their capital to Cadmus Investment Management. He begins each relationship with a conversation rather than a questionnaire, on the view that an allocation can only be built properly once the obligations and horizons behind it are genuinely understood. He translates the firm's long-horizon philosophy into portfolios suited to circumstances that are rarely identical, and he keeps his clients informed in plain language through conditions that reward neither optimism nor alarm. Many of the relationships he oversees have never appeared in print, and to his mind that is exactly as it should be.

Jacob Lindberg advises private and institutional clients on the structure and stewardship of long-term capital, with particular attention to portfolios intended to pass intact between generations. He works across the firm's asset classes, pairing a close reading of each client's liabilities and time horizon with the fundamental research produced by the investment team in London. He is careful to explain not only what a position is expected to earn but what it could cost should the thesis prove wrong, and he treats capital preservation as the first condition of return rather than a constraint upon it. Clients value his willingness to counsel patience when a market rewards none.

Adrian Rochat supports the firm's origination and diligence work, examining opportunities before they reach the investment committee and testing the assumptions on which they rest. He spends his time in the detail that determines outcomes: the quality of management, the durability of an operating model, the terms governing a position in the capital structure. His brief spans Europe, Asia, the Americas, and the Gulf, and he is frequently the person who identifies the reason a transaction should not proceed. He works closely with portfolio companies after commitment, on the view that diligence is a continuing obligation rather than a stage that closes.

Alexandre Suter leads the firm's work in real assets, advising on the acquisition, structuring, and stewardship of property holdings across the regions in which Cadmus Investment Management invests. He values real estate for its persistence through cycles rather than its quotation on any given morning, and he treats the obligations of ownership — to tenants, to communities, and to the fabric of a building itself — as part of the return rather than a cost set against it. His analysis pairs local market knowledge with the firm's long-horizon framework, and he is content to wait several years for an asset worth holding for several decades.