Co-Investment Solutions

  • Select Opportunities Class

    • We seek to gain exposure to high-conviction ideas that are a result of market dislocations or catalyst-driven investments

    • We focus on 1-5 year investment horizons

    • Our team has experience building co-investment programs since 2008

    RATIONALE
    INVESTMENT PROCESS
    IMPLEMENTATION
    OPPORTUNITIES
    RATIONALE
    • Fee savings & alignment of interests
    • Develop a deeper, return enhancing partnership with managers
    • Increase exposure to a manager’s highest conviction, idiosyncratic idea(s)
    • Enhanced transparency into trade ideas, investment process and risk management
    INVESTMENT PROCESS
    • Identify managers that provide differentiated idea generation and situations suitable for increased investment
    • Challenge key assumptions underlying the investment thesis and identify historically-equivalent situations
    • Underwrite the manager, including their track record, investment approach, portfolio construction and risk  management
    • Evaluate changes to the original thesis, time frame, investment risks and range of potential outcomes
    IMPLEMENTATION

    Investments can be standalone or combined with hedge fund investments in a customized solution

    OPPORTUNITIES
    • Venture Capital
    • Private Equity
    • Pre-IPO Equities
    • Activist Equities
    • High-Conviction/Value Equities
    • Event Driven/Special Situations
    • Secondaries