Diversified Alternative Equity
We provide tailored, diversified portfolios of specialized private equity and real assets through integrated portfolio management.
AUM
Inception Date
Vehicle Types
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
Patrick O’Hara
Mina Pacheco Nazemi
Allen Ruiz
Elizabeth Weindruch
Featured Transactions
Project File
$40M
Buyouts
North America
October 2021
