Private Equity Approach

FW Capital seeks to use a rigorous and disciplined investment process to implement its investment strategy. The process is segmented into four fundamental stages: (i) investment theme development, (ii) fund landscape assessment, (iii) fund selection, and (iv) portfolio management.

Investment Theme Development

Flexible approach to market opportunities
Leverage market insights
Limited market timing; focus on long cycle or secular trends

Fund Landscape Assessment

Proactive and outbound sourcing effort
~20-50 funds within each sector
Patience to wait for the right fund
Continuous process - revisit and reassess

Fund Selection

Differentiation - manager value add
Investment judgement
Alignment of interests
Less reliance on leverage
Capital preservation
Avoid herd mentality

Portfolio Management

Prudent portfolio diversification and allocation
Seek balance across vintage year, strategy, and industry
Portfolio of ~25 funds over ~ 3 vintage years (7-9 funds per year)
Seeks to be well diversified across strategies and sectors
~25% of portfolio non-U.S.; ~25% in secondaries and direct investments

Philosophy

Our philosophical foundation underpins a commitment to an approach that we believe can create repeatable outcomes for our limited partners.

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Team

Our team of experienced professionals has both diverse and varied backgrounds.

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IMPORTANT DISCLOSURES

This is a simplified representation of a complex process and steps may be modified, omitted, re-ordered, or supplemented in actual investment approach and process.