The Four Keys to Private Capital Investment Management
A key difference between public and private investing is the opportunity set of investments available to market participants. Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Our clients invest alongside our founding family in unique private investment opportunities that they otherwise may not be able to access. Our client-specific, diversified private capital portfolios are designed through allocating to three main private asset categories: Private credit, private equity, and private real assets.
Sourcing
The ability to consistently source top-tier private capital opportunities is a major factor in determining the overall returns of a private capital portfolio. We have robust sourcing capabilities and review 400-600 private capital opportunities annually.
Due Diligence
We engage in a rigorous, 4-tiered process through which each opportunity is vetted. By having this structure in place, different private capital opportunities can be evaluated on equal footing which promotes objectivity and reduces biases in the due diligence process.
Operations & Administration
Private capital investments include considerably more operational and administrative tasks than public market investments. We have a team and process in place to handle all the tasks associated with these private investments.
Portfolio Management
We manage each private capital portfolio in order to stay diversified across strategies, managers, asset classes and vintage years. Additionally, an overcommitment strategy needs to be in place along with a cash flow and a liquidity management process so distributions can be appropriately reinvested.