Glendower Capital SOF IV, LP outlines its distinctive investment strategy focusing on Fund Secondaries, GP-led Secondaries, and Single Asset Deals, primarily in the US and Europe. The strategy involves an opportunistic barbell approach, adjusting to market cycles. The document details key information on deal identification, value approach, margin of safety, and portfolio construction. It also highlights the experience of the investment team.
doj/DataSet10/EFTA01394337.pdf
{"key_people":["Carlo Pirzio-Biroli","Charles Smith","Adam Graev","Chi Cheung","Deirdre Davies","Joshua Glaser","Emilio Olmos","Francesco Rigamonti"],"document_type":"correspondence","key_locations":["London","New York"],"document_subtype":"investment strategy document","key_organizations":["Glendower Capital","Deutsche Bank","General Electric","The Boston Consulting Group","Bankers Trust","Coopers & Lybrand","Pomona","Lehman Brothers","Chatterjee/Soros","Cowen","ABN Amro","KPMG","Paul Capital","Forum Capital","CIBC Oppenheimer","ADIA","UBS","Credit Suisse","Gallo & Co."]}