Drawing on our internal expertise and external resources, our disciplined approach to capital allocation allows us to generate strong risk-adjusted returns over a long time horizon. We focus on minimizing the negative effects of “controllable” factors, while weighting our portfolio towards asset classes positioned to perform well in the decades to come. Our team selects managers / funds whose track-record and investment approach aligns with our objectives.
Portfolio Construction
We allocate capital across a range of asset classes in the alternative capital markets, with a focus on the following:
- Real Estate
- Private Credit
- Secondaries
- Lower-middle market & mid-market Buyout
- SBIC Funds
- Opportunistic Funds
- Distressed Credit
- Life Sciences
- Venture
What we look for in a General Partner
- Financial alignment via meaningful capital at risk by the General Partner
- Resilient asset classes offering attractive risk-return characteristics
- Opportunities for us to take on additional exposure and directly invest in opportunities / platforms where we bring operating expertise
- Small fund sizes preferred over large fund sizes
- Open to first-time funds with experienced teams