Strategies · 03 / 03

One focus.
Two strategies.

Our investment approach is dedicated exclusively to the Lower Mid-Market — a space that offers high growth potential with low entry multiples and a unique capacity for value creation. We pursue this focus through two complementary strategies: our Fund of Funds and our Co-Investment vehicle.

Strategy 01 / FoF

Lower Mid-Market
Fund of Funds.

Diversified access to carefully selected private equity managers in the LMM. A robust, balanced portfolio of top-tier PE funds with broad exposure to different sectors, geographies, and management styles.

→ Manager Access

Premium managers, screened.

With our large sourcing funnel and proprietary dataset, we screen over 200 funds annually to select top-performing managers with consistent track records and a clear path to continued outperformance.

→ Diversification

Risk-optimized portfolio.

The FoF strategy minimizes idiosyncratic risk by investing across various sectors and regions within North America, Western Europe and select global markets — enhancing resilience and lowering volatility.

→ Efficient Entry

Scalable LMM access.

Our FoF structure enables investors to enter the LMM with smaller capital commitments than direct PE investments typically require — a scalable, efficient way to access high-quality LMM assets.

Strategy 02 / Co-Invest

Co-Investment
Fund.

Direct access to high-growth opportunities alongside our top PE managers — a focused approach to capitalize on specific high-performing assets, complementing the broader exposure of our FoF strategy.

→ Direct Access

Best deals.

We leverage our deep relationships with fund managers to build a globally diversified portfolio of the best deals at a fraction of the fees.

→ Disciplined Selection

Data-driven vetting.

Each co-investment is thoroughly vetted using our proprietary data and team expertise — focused on assets that demonstrate resilient fundamentals, operational improvement potential, and an asymmetric upside potential via downside protected deal structuring.

→ Asymmetric Upside

Managed risk.

Capture the upside of direct investments while benefiting from the risk management techniques honed in our FoF approach — a balanced, asymmetric risk profile where upside outweighs downside.

Side by side

Two vehicles.
One philosophy.

Fund of Funds Co-Investment
Exposure Diversified — multiple managers, sectors, vintages Concentrated — selected high-conviction assets
Risk profile Lower idiosyncratic risk via diversification Asymmetric upside; risk managed via selection
Geography North America, Western Europe, select global Alongside top managers — U.S., EU, U.K.
Best for Investors seeking efficient, scalable LMM exposure Investors targeting select-asset upside
Generation PCV22 · PCV24 (oversubscribed), FoF III (current) Co-Invest I (current)
Investors

Ready to invest
in the LMM?

Request our investor presentation or speak directly with our team.