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Objective analyzes alternative funds in a diverse range of fields
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The publication of the list of analyses performed below, does not constitute an investment recommendation nor does it necessarily indicate that the investor who commissioned the analysis decided to invest in the fund. For investors who decide to make an investment Objective will continue to monitor the fund throughout the investment life cycle and provide an annual analysis, subject to the fund’s consent to continue cooperation.

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FHL SCA SICAV-RAIF
FHL Management Sàrl

Real Estate Fund | November 2022

FHL SCA SICAV-RAIF
FHL Management Sàrl

The fund works to locate and purchase residential real estate assets throughout the UK, with the aim of renting them on long-term, inflation linked leases to providers of Specialised Supported Housing. The goal of the fund is to generate a return from renting the properties to housing providers, and in time to sell the properties to realise the profits in the increase value of the properties. The investment advisor is responsible for the entire investment process, including identifying the transactions, due diligence, tracking the assets and the exit strategy with the AIFM providing regulatory oversight.

Raising Capital

Psagot Value Italy Properties Investments
Psagot Investment House

The fund focuses on making investments in residential real estate, hotels and/or commercial real estate and offices in Italy, with an emphasis on Rome and Milan. The fund will work to improve them, mainly by changing the designation and/or conversion of the properties in favor of residences and hotels, via iAM Capital, the local partner who's responsible for the entire investment process - from identifying the transactions, due diligence, improving the properties to the exit strategy stage.

Raising Capital

Clayton, Dubilier & Rice Fund XII (CD&R)
Clayton, Dubilier & Rice

The fund is a buyout fund, investing mostly in medium-large companies in North America and Western Europe. The fund aims to generate value in the target companies by strategically combining financial skills with industry expertise. In addition, it aims to maximize returns through organic growth, driven by operational improvement and inorganic growth driven by mergers and acquisitions.

More Alternative Investments Fund by Clayton, Dubilier & Rice:
Clayton, Dubilier & Rice XI

Raising Capital

Carlyle Partners VIII
Carlyle Group

Private Equity Fund | September 2022

Carlyle Partners VIII
Carlyle Group

The fund often engages in buyout transactions, mainly through the acquisition of established companies with stable financial flow and development potential. The acquired companies are mostly companies in North America but also in Europe and Asia.
The purpose of the fund is to increase value through growth and/or efficiency, while relying on the experience of the group's professionals, the fund's partners and consultants.

More Alternative Funds by The Carlyle Group:
CDL Treaty Fund IV

Raising Capital

CDL Treaty Fund IV
Carlyle Group

Credit Fund | September 2022

CDL Treaty Fund IV
Carlyle Group

The fund is a private credit fund that engages in direct lending, mostly first lien loans given to mid-market companies for the purpose of financing leveraged purchases, mergers and acquisitions and refinancing. The fund uses Carlyle's investment platform at all stages of the investment process, for the purpose of locating investments, analyzing them and managing the portfolio.

More Alternative Funds by The Carlyle Group:
Carlyle Partners VIII

Raising Capital

More Debt Fund of Funds
More Investment House

The fund invests in leading debt funds world wide in various investment strategies, managed by experienced managers who specialize in the specific debt field in which they operate. The fund's investment strategy is based on flexibility in assembling the portfolio and adapting it, if necessary, to macroeconomic changes that occur from time to time.

Read more on alternative funds by More Investment House:
1L-MORE Alternative Credit Fund

Raising Capital

Invesco Global Real Estate Fund (GREF)
Invesco Group

The fund, through its portfolio funds, focuses on purchasing Core Real Estate in the USA, Europe and Asia. The real estate assets are mostly income-yielding real estate in attractive locations, with high occupancy rates, which are leased for long periods and whose purpose is to generate a current return for the fund. In addition, the fund invests about 30% in a fund that invests in a liquid component of tradable real estate (REIT, real estate companies) for the purpose of providing daily liquidity to the investors.

Raising Capital

Altshuler Shaham Yanshuf (Master)
Altshuler Shaham

The fund invests in hedge funds in different investment strategies, in accordance with the investment preferences of Altshuler Shaham investment house. In addition, the fund will invest in accordance with the macroeconomic changes, which may affect the fund's risk-return indicators. The fund is invested in the portfolio funds, some of which are partially owned by Altshuler Shaham and in other hedge funds that fit the fund's investment strategy.

More Funds by Altshuler Shaham Investment House:
Orca Long
Finova Capital

Raising Capital

ARC Fund IV
Avenue Realty Capital

Real Estate Fund | July 2022

ARC Fund IV
Avenue Realty Capital

The fund invests in multifamily residential real estate alondside local operating partners.
The properties are located in the "tri-state" area of the New York metropolitan area -
New York City, New Jersey and Connecticut. The fund invests in the middle-market, in terms of the volume of investments and the size of the assets and will focus on areas that are likely to benefit from a rapid price increase compared to other areas.

Raising Capital

discliamer

  • The analyses published on this Website are based on data obtained by the analysis editor from fund managers which include answers to questionnaires provided to them, various documents provided by the fund on request, market and trading data from the trading systems, if any, and opinions that reflect the subjective point of view of the analysis editors alone, but which to not address the investment’s adequacy to the needs of a particular investor, or in general.
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