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Private Equity Philosophy

FW Capital employs a flexible and high-conviction approach to investing, emphasizing small market opportunities. Due to the size of the funds that we manage, FW Capital has the flexibility to target what we consider to be “best-in-class” opportunities in private equity.

We seek to make 7-10 private equity commitments across all sectors in a given year, which lends to our high-conviction approach to investing.1

Small Market Investment strategy chart showing publicly traded companies, private companies and companies with 100+ employees

Small Market Investment Strategy

  • Difficult to identify/access 
  • Inefficient market opportunities 
  • Fundamentals-driven value add 
  • Enhanced alignment 
  • Emphasis on liquidity and capital preservation 
High conviction portfolio management showing vintage year, stage, geography and sector

High-Conviction Portfolio Management

  • Balance across key diversifiers 
  • Size investments to “count” 
  • Foster competition for best ideas
  • Maintain discipline to walk away
  • Execute opportunistic portfolio sales 
 
FW Capital Value Add showing primaries, secondaries and co-investments

FW Capital Value Add

  • FW Capital utilizes its network, manager underwriting, and transactional experience to invest in primaries, secondaries, and co-investments
  • Network of manager and intermediary relationships 
  • Manager underwriting capability 
  • Company-level analysis 
  • Transaction experience 
 

Approach

FW Capital seeks to use a rigorous and disciplined investment process to implement its investment strategy.
Explore Approach

Team

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

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IMPORTANT DISCLOSURES
1There is no guarantee that future funds will have a similar construction of commitments.