The document outlines the investment strategy of Glendower Capital SOF IV, LP, focusing on Fund Secondaries, GP-led Secondaries, and Single Asset Deals. It describes the opportunistic barbell approach to portfolio construction, emphasizing discounted fund secondaries and less competitive GP-led secondaries. The document also highlights the experience of the investment team and provides details on the firm's approach to risk management and portfolio diversification.
documents/vol00010-efta01354401-pdf.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","Pomona","Lehman Brothers","Chatterjee/Soros","Cowen","ABN Amro","KPMG","Paul Capital","Forum Capital","CIBC Oppenheimer","ADIA","UBS","Credit Suisse","Gallo & Co."],"reference_numbers":["DB-SDNY-0038995","SDNY_GM_00185179","EFTA01354401"]}