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Overview

The Private Companies Investment Strategy is designed for investors seeking long-term capital appreciation through exposure to privately held businesses with strong growth potential. The strategy focuses on companies that are not publicly traded but demonstrate attractive business models, scalable operations, and the ability to create long-term value.

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Strategy Philosophy

We believe private markets can offer access to innovative companies and growth opportunities that may not be available in public markets. Privately held businesses often operate with longer planning horizons, allowing management teams to focus on operational execution and strategic development without the pressures of short-term market expectations.

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The strategy emphasizes identifying businesses with strong leadership, competitive advantages, and clear paths to expansion.

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Investment Focus

The portfolio emphasizes private companies that demonstrate:

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• Scalable business models and expanding market opportunities

• Strong management teams with aligned incentives

• Competitive advantages through innovation, technology, or market positioning

• Clear revenue growth potential and improving profitability

• Durable business fundamentals supporting long-term value creation

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Investments may span a variety of industries where long-term structural growth drivers are present.

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Portfolio Approach

The strategy is built through in-depth due diligence, focusing on business quality, financial fundamentals, management capability, and long-term growth prospects. Investment selection is driven by company-specific analysis rather than market timing.

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Given the nature of private investments, positions are typically held with a long-term perspective.

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Risk Perspective

Private company investments can involve higher levels of risk, including limited liquidity, valuation uncertainty, and business execution risk. The strategy seeks to manage these risks through careful selection, diversification, and a focus on companies with strong fundamentals and growth visibility.

Investors should be comfortable with longer investment horizons and reduced liquidity.

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Objective

To pursue long-term capital appreciation by investing in a portfolio of high-quality private companies with scalable business models and strong growth potential, aiming to capture value creation opportunities outside traditional public markets.