Investment
strategies
Selecting the best investment opportunities
Our strategy is developed by combining primary fund investments, secondary market transactions, direct co-investment and platforms development.
Primaries, secondaries, co-investments, direct investments and platforms
These activities are executed by our large, multinational and experienced investment team which is organised across the different private markets’ asset classes to maximise sector expertise, while fostering mutual collaboration to capture the benefits of our platform.
These are at the core of our investment platform and evidence the superior returns and reduced volatility which we can find in private markets. We have developed a unique set of relationships and a reputation which grant us access to the best funds and investment opportunities. We build well-diversified portfolios which deliver top-risk-adjusted returns by investing in leading established managers, while being able to customise investment solutions for our clients’ needs, capturing new opportunities.
Being exposed to a shorter cycle, while capturing the structural advantages which the secondary market offers to buyers, these are a great way to accelerate capital deployment and mitigate the J curve. We favour investments where we can conduct in-depth analysis and due diligence of the assets we buy. We are not shy of complex situations which, given their nature, tend to be less competitive, allowing us, through our exhaustive analysis, to identify risks, structuring them so that we can mitigate them and acquire assets at attractive valuations.
These allow us to invest our capital with full visibility on the assets acquired and enhance returns through optimal asset selection. Our wide platform and breath of relationships provide us with access to an abundant deal flow. Leveraging on our team and the vast amount of information which our different investment activities generate, we are in a position to identify and capture the best opportunities which are consistent with our DNA.
Our global investment reach allows us to identify secular tailwinds which can generate attractive returns to investors. We develop platforms, mainly in the real assets space, which can capture this growth, through active ownership and often in partnership with top managers and investors.