Close The Deal: Data driven Fund of Fund Investments

Fund of Funds are not yet as common in the small- and mid-cap segment as they are in larger institutional markets – but their relevance is steadily increasing due to the advantages they offer.

Investors are looking for diversification opportunities, especially given the current global economic climate and the complexity of smaller transactions – which they can access through Fund of Funds. Additionally, data-driven approaches increase the success rates of investments and improve fund efficiency.

Penguin Capital invests in the lower mid-cap market, focusing on Fund of Funds and co-investment funds. All investment decisions are made based on data to maximize value for both sides.

How exactly that works, what opportunities and challenges Fund of Funds bring – especially in the small- and mid-cap market – and how Penguin’s approach differs from its competitors, is what I’ll discuss with Nico Zeifang, founder and partner at Penguin Capital.

In this episode, we explore:

• the role Fund of Fund investments play in the small-cap space,
• why co-investments are the perfect complement to this strategy for private equity firms,
• how Penguin selects the right investment funds using a data-driven approach,
• what Nico expects for the future of the small- and mid-cap market in private equity and M&A,
• and much more…