Co-Investment Solutions

  • Select Opportunities Class

    • A.W. Jones Select Opportunities Class is an evergreen public and private equity strategy. The strategy is concentrated in high-conviction best ideas and does not seek to minimize volatility. Public investments are primarily in manager-led, event-driven or activist engagements. Private investments are primarily in Technology, Internet, FinTech, Consumer and Life Sciences. Geographic exposure is global with a U.S. focus.

    PORTFOLIO CONSTRUCTION

    • 15-20 investments across public and private co-investments

    • Hold periods are typically 1-3 years for public investments and 1-5 years for private investments

    • Individual position sizes are typically 5-7% of capital at cost

    SOURCING & EXPERIENCE

    • A.W. Jones’ network provides a difficult-to-replicate investment pipeline

    • Idea sourcing from A.W. Jones’ emerging manager network we believe is a key differentiator

    • A.W. Jones leverages its manager relationships to obtain favorable terms for opportunistic investments

    • Our team has experience building co-investment programs since 2008 and crossover investing since 2010