Investment
funds

INVESTMENT FUNDS STRATEGY OVERVIEW

Luxempart’s Investment Funds portfolio is shaped by the strategic repositioning initiated in 2021, driven by a disciplined, long-term vision. Our objective is to partner with best-in-class managers and build a resilient, well-diversified portfolio across geographies, strategies, and vintages.

Investment Objective

Our internal team applies a rigorous, data-driven approach to analysing the global private equity landscape. We focus on identifying top-tier fund managers and high-quality investment opportunities, with the goal of constructing a robust and balanced portfolio aligned with a long-term investment horizon.

Over time, we aim to build and maintain a focused group of approximately 30 core fund managers across the US and European lower-middle-market, defined as companies with €3–30 million EBITDA at entry.

We aim, in the medium term, to have a geographical diversification as follows:

We aim, in the medium term, to have a geographical diversification as follows:

• North America: ~60%
• Europe: ~40%

In terms of investment strategies, we ambition to leverage our expertise and past successes focusing on the healthcare, software and B2B/Manufacturing sectors to achieve the following allocation over time:

• Buyouts: 50-60%
• Growth: 20-30%
• Secondaries/co-investments: 10-20%

Venture capital exposure, which forms part of the historical portfolio, is gradually being phased out.