The document outlines a disciplined barbell approach to investment, adjusted to market cycles, focusing on different types of secondary deals: Fund Secondaries, GP-led Secondaries, and Single Asset Deals. It provides a detailed description of each type, expected returns, and market strategies based on volatility and liquidity. The document also includes performance data and market estimates from Glendower Capital.
doj/DataSet10/EFTA01392570.pdf
{"title":"Disciplined Barbell Approach Adjusted to Market Cycles","key_people":["Patrick Gerschel"],"document_type":"tabular","document_subtype":"financial analysis","key_organizations":["Glendower Capital"]}