Targeting superior returns through strategic investments in private companies across various stages and sectors

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Private Equity

type:

Alternatives

Benchmark:

Cambridge Associates Global Private Equity Index

Key facts:

Diversified portfolio of direct and co-investments in private companies

Focus on early-stage and middle-market opportunities with strong growth potential

Active value creation through operational improvements and strategic guidance

Long-term investment horizon with active management approach

Key Objectives:

Generate superior risk-adjusted returns compared to public markets

Provide portfolio diversification through low correlation to traditional assets

Capitalize on inefficiencies in private markets

instruments:

Direct investments in private companies

Co-investments alongside established private equity firms

Secondary market purchases of existing private equity interests

Methodology:

Rigorous due diligence process for target company selection

Only companies with a good product-market fit and consistent revenue growth

Value creation plans developed pre-acquisition for each target company

Balanced approach across venture capital, growth equity, and buyouts

Opportunistic exit strategies tailored to each investment

risk management:

Diversification across sectors, geographies, and investment stages

Long-term horizon from 5-10 years holding cycle

Structured investment terms to align interests and protect downside

Ongoing monitoring of portfolio company performance with quarterly valuations

Staggered investment timing to manage liquidity and vintage year risk

strategy benefits:

Potential for higher returns compared to public market investments

Access to unique investment opportunities not available in public markets

Long-term value creation through active ownership and operational improvements

portfolio fit:

The Private Equity Alpha Strategy typically comprises 10-20% of the EXDS Capital Fund. It serves as a key driver of long-term capital appreciation and portfolio diversification.

Due to its illiquid nature and potential for higher returns, this strategy complements the more liquid strategies in the fund, aiming to enhance overall risk-adjusted returns over extended investment horizons.