Glendower Capital SOF IV, LP outlines its investment strategy focusing on Fund Secondaries, GP-led Secondaries, and Single Asset Deals, primarily in the US and Europe. The strategy includes a barbell approach to portfolio construction, identifying less competitive deals, pursuing a value approach, buying margin of safety, and focusing on efficient portfolio construction. The document also highlights the experience of the investment team.
doj/DataSet10/EFTA01391848.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-0096922","SDNY_GM_00243106","EFTA01391848"]}