The document outlines the investment strategy of Glendower Capital SOF IV, LP, focusing on Fund Secondaries, GP-led Secondaries, and Single Asset Deals primarily in the US and Europe. It describes a 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 structure, with key personnel listed.
doj/DataSet10/EFTA01389490.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","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."],"reference_numbers":["DB-SDNY-0093849","SDNY_GM_00240033","EFTA01389490"]}