📄 Extracted Text (195 words)
GLOUS113 Cliff IIlig
SOF Funds positioned as mid-sized value investor
Below large levered beta players, above small local funds
Secondary funds raised or in fundraising 1996-20181
Fund Size
(USS000)
<S1bin
10,000 $1-3bn
• Levered beta play
L • PE market index • >$3bn -10 players
• Volume-driven • Glendower Capital
3,000
• Alpha play
M •
•
Value investing
Selective sourcing • SOF III
•
SOF IV
-10 players
1,000
OF II -.7)
Low barriers to entry ,-... :"SOF and SOF D O
• Smaller deals
O a 7;
...,,
rs P
S Local sourcing
O ..., 8 >50 players
Very competitive ? 0 0 O O
O
13 r
.%.
' 14.
, 0 0
c
..i
0 ps 0 O
O
c; Q C:
O 0 .e,
f1
c e
100 , it
1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018
(I; Glendrwar Capital own market segmentation analysis. Data source: Pregin database end Glendower Capital own market intelligence as of November 2017. Includes target fund sizes for funds that ire currently raising
Glendower
STRICTLY CONFIDENTIAL
Capital
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0095625
CONFIDENTIAL SDNY_GM_00241809
EFTA01390946
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EFTA01390946
Dataset
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