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 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 at the transaction level.
doj/DataSet10/EFTA01383128.pdf
{"key_people":["Carlo Pirzio-Biroli","Charles Smith","Adam Graev","Chi Cheung","Deirdre Davies","Joshua Glaser","Emilio Olmos","Francesco Rigamonti"],"document_type":"financial","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-0082766","SDNY_GM_00228950","EFTA01383128"]}