“Principles are ways of successfully dealing with reality.”
our VALUES
Codec Capital is built on a small set of clearly defined principles designed to guide decision making under uncertainty. Our values inform how we underwrite, how we manage risk, how we communicate with investors, and how we align incentives with partners. They are not situational. They are the operating system we rely on to produce durable, repeatable outcomes over the long term.
Clarity
We communicate with radical transparency—internally with our team, and externally with investors, partners, and stakeholders. Clear thinking and clear speaking drive better decisions.
Conviction
We act with high conviction, backed by rigorous research, disciplined underwriting, and long-term thinking. We’re not afraid to go against the grain when the data tells a different story.
Custodianship
We are custodians of investor capital—responsible stewards focused on protection, performance, and integrity in every transaction and relationship.
Collaboration
We build together—with investors, developers, communities, and operators. We believe aligned interests, mutual respect, and shared vision create the strongest returns.