Private Equity Evergreen

Apogem Evergreen Solutions’ rigorous bottom-up due diligence and portfolio management experience is complemented by its institutional partnerships, creating a multi-origination platform with ample opportunities.

The Evergreen Strategy is designed to provide the same level of diversification by size, sector, geography, sponsor and vintage year that one would achieve with a large-scale institutional portfolio. Asset allocation is primarily focused on co-investments targeting long-term capital appreciation complemented by investments in secondaries that provide additional liquidity, diversification and near-term return potential.

• Middle Market and Co-investment Focus: Core allocation to direct private equity investments in the middle market.
• Broad Investment Exposure: A high conviction portfolio with broad exposure to direct private markets across sponsor, vintage year, geography, industry and size.
• Portfolio Management Experience: Direct Portfolio Management experience managing registered funds and evergreen private equity vehicles.