Diversified Alternative Equity

We provide tailored, diversified portfolios of traditional private equity and real assets through integrated portfolio management.

AUM

$ 5.66 billion as of September 30, 2022

Inception Date

1991

Vehicle Types

Separate Account
Commingled Fund

Investment Philosophy

Our investment philosophy is rooted in partnership with our clients as we seek to deliver customized private equity and real assets solutions. Since 1991, our best-in-class, experienced managers have consistently been able to identify attractive investment opportunities. Our proprietary investment process, which is designed to create repeatable performance and greater transparency, as well as our broad origination capabilities, enable us to create portfolios based on each client’s unique private market objectives.

Our Value Add

Our dedicated team, with expertise in real assets, lower middle-market and emerging managers, takes a consultative approach to developing customized portfolios. We:

  • 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
  • Offer monitoring and reporting services for large, legacy portfolios to alleviate client staffing and resources

 

Approach

 

  • Invest globally across private equity, real assets, real estate and private credit strategies
  • Offer an outcome-oriented approach to portfolio construction
  • Utilize data-driven processes/systems to support underwriting and monitoring
  • Design fee structures to maximize alignment with our clients' interests

Portfolio Managers

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