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Direct deals or fund investments? The importance of considering each family office’s unique needs, risk tolerance and long-term objectives.

Private Equity Insights

Direct Investments: One approach favoured by family o ices with entrepreneurial backgrounds is direct investment. This strategy involves investing directly in ventures where the principal remains actively involved, leveraging their expertise and competencies in a particular field.

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Overheard at Axial – Market Insights From Top Lower Middle Market Dealmakers

Axial

Often more flexible and less constrained by rigid investment mandates than larger institutions, these firm types can take advantage of market dislocations and volatility. Longer-term investment horizons allow Family Offices and Independent Sponsors to absorb short-term market fluctuations and focus on long-term value creation.

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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. New high profile hires include Kevin Bong, senior managing director, chief investment strategist and head of Singapore; and chief risk officer Suzanne Akers who joined in 2022.

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Suyi Kim on What Drives Success at CPP Investments' Giant PE Portfolio

Pension Pulse

“For a large-scale deal, we have to go to the global investment committee and even to the board in some cases,” she says. Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. Now, CPP Investments has a long investment horizon.

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The 25 Most Active Independent Sponsors on Axial

Axial

Our competitive advantages include our non-bureaucratic infrastructure, flexible decision making process, long-term investment horizon, ability to accommodate special needs of sellers and management teams, operational and transaction expertise, and opportunistic investment strategy. G&H is headquartered in Dallas, Texas.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies.