The document outlines Glendower Capital's investment strategy, focusing on Fund Secondaries, GP-led Secondaries, and Single Asset Deals, primarily in the US and Europe. It details the firm's opportunistic barbell approach to portfolio construction, emphasizing discounted fund secondaries during market corrections and less competitive GP-led secondaries during normalized conditions. The document also highlights the team's experience and the firm's focus on efficient portfolio construction without leverage and with currency hedging.
doj/DataSet10/EFTA01393464.pdf
{"title":"Glendower Capital SOF IV, LP Investment Strategy","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","Pomona","Lehman Brothers","Chatterjee/Soros","Cowen","ABN Amro","KPMG","Paul Capital","Forum Capital","CIBC Oppenheimer","ADIA","UBS","Credit Suisse","Gallo & Co."]}