HOLDUN OPPORTUNITY FUND
Fund Overview
The Holdun Opportunity Fund invests 50% of its capital into reliable, predictable, income-generating liquid assets. The remaining 50% is channelled into private investments acquired for capital appreciation. These include investments in technology companies, start-up ventures, buy-outs, and pre-IPOs.
This asset allocation mix exposes investors to private equity-like returns without the long-term lock-up periods typically associated with Private Equity Funds.
The Problem
J-Curve
Private equity offers tremendous capital appreciation long term but typically offers little to no cash flow for the first 2-7 years
Equity Correlation
Most private equity funds bear much of the hallmarks of overall equity beta
Long-term Lock-Up
Commonly 8-10 years. Investors are not allowed to redeem or sell shares during this time.
The Solution
Income Generating
60% income generating allocation ensures steady and consistent returns throughout the life of the funds
Greater Diversification
The income/private equity blend ensures little correlation to public equity
Short-term Lock-Up
No capital call requirements and a 2-year lock-up instead of the 10-year lock-ups of many traditional PE Funds
Investment Strategy
Portfolio Composition
Contact Holdun to schedule a introductory call