EN Switzerland Institutional
  • AUM $3.1 billion
    Funds Under Management (NAV+Undrawn Commitments): $4.5 billion
    (30 September 2018)
  • Inception Date 1991
 

Investment Philosophy

Our investment philosophy is designed to partner with our clients to deliver customized private equity and real assets solutions. Since 1991, we have engaged best-in-class managers with extensive industry expertise, allowing us to consistently identify attractive investment opportunities. Our proprietary investment process and broad origination capabilities enable us to create portfolios based on each client’s unique private market objectives. 

Strategy

  • Proactive origination program with established results
  • Seek to generate portfolio alpha via access to co-investments and secondary transactions
  • A rigorous, consistent investment process designed to create repeatable performance and greater transparency

Our Value Add

  • Develop customized portfolios and investment programs 
  • Consultative approach to structuring portfolios, serving as an extension to client staff
  • Provide access to specialized opportunities, including co-investments, secondaries and small-market or emerging managers   
  • Offer strategic planning to transition large, existing portfolios for optimal results 
  • Aggregate portfolio results and provide transparent reporting and portfolio analytics
  • Monitoring and Reporting services for large, legacy portfolios to alleviate client staffing and resources 
  • Offer training and market perspectives to  support the development of internal client capabilities 
  • Allow for proper governance that suits the client’s internal processes and controls

Approach

  • Invest globally across private equity, real assets, real estate and private credit  strategies
  • Outcome-oriented approach to portfolio construction
  • Utilize data-driven processes/systems to support underwriting and monitoring
  • Ability to invest across primary funds, co-investments and secondaries
  • Design fee structures to maximize alignment with our clients' interests

Industry Expertise

  • Team of 21 dedicated investment professionals with depth in real assets, lower middle-market and emerging managers
  • Strategy specialization across traditional private equity and real assets
  • Proven co-investment track record dating back to 1993

Extensive Reach

  • Investment sourcing via 2,000+ rated managers, Barings’ global asset management platform and MassMutual industry networks
  • Far-reaching global access and market coverage
  • Maintain data for over 2,500 portfolio companies on a quarterly basis

Investment Team Professionals

 Richard Spencer, CFA

Richard Spencer, CFA

 Ralph Witt, CFA

Ralph Witt, CFA

 Ryan Bell

Ryan Bell

 Naoki Ohta

Naoki Ohta

 Elizabeth Weindruch

Elizabeth Weindruch

 Brian Pope, CFA

Brian Pope, CFA

 Mina Pacheco Nazemi

Mina Pacheco Nazemi

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