📄 Extracted Text (217 words)
GLDUS126 Pacific Life Insurance Co
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
Cis '
. ,,
/— : . I
SOF,...
II
tikk
b t.
il
1—il
ri
:), Cl c> fr.:, ,1
• Low barriers to entry
• Smaller deals
13 a
r SO; and SOF
.‘ D
0 .,
...,
S Local sourcing
O
,.. 1 0 8 O
riii
>50 players
• Very competitive ? O O O C. r 1 4. O o
O
0 .%.
o o o
ps
c el 0
c; Q C: P,
c c'.
Jim, 4 100
1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018
(I; Glendcnvar Capital own market segmentation analyais Data source: Presin database end Glendower Capital own market intelligence as of November 2017. Includes target fund sizes for funds that are currently raising
Glendower STRICTLY CONFIDENTIAL 22
Capital
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0039901
CONFIDENTIAL SDNY_GM_00186085
EFTA01355096
ℹ️ Document Details
SHA-256
fb6134640a3fa99e716d5d23468e264c1e9b8eff553c98a7c8d847a36d7d1e7f
Bates Number
EFTA01355096
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0