Global Mid-Market Leaders Portfolio
Risk Profile: Equity (100% Equity) Asset Allocation: Private Markets Provider: Sagard
Update
Sagard, a global alternative investment manager, is launching a new private equity investment strategy focused on leading mid-sized companies worldwide. This investment opportunity is available exclusively to professional investors. If you are interested in specific private equity solutions, please contact your Zwei Wealth advisor. This communication does not constitute investment advice or a recommendation.
Portfolio Composition
The new, open-ended evergreen fund structure aims to build a portfolio consisting of approximately 50% direct investments and 50% secondary investments. The focus is on buyout transactions in the mid-market segment. Sagard anticipates that this market segment offers numerous investment opportunities that provide better value for money than those in the large-cap segment. The goal is to invest globally, with approximately 45% allocated to North America, 45% to Europe, and 10% to Asia. In general, open-ended evergreen funds can offer significant advantages over traditional closed-end funds with a fixed term, primarily through improved liquidity, immediate diversification, and the continuous compounding effect. Evergreen funds have no fixed maturity date and allow for ongoing capital reinvestment, making them attractive to both high-net-worth individuals and institutional investors.
Company Description
Following the merger of Sagard and Unigestion Private Equity, the new company will manage private equity assets totaling over 23 billion U.S. dollars. At the same time, it will significantly expand its geographic presence and product offerings. It offers institutional investors and high-net-worth individuals tailored and scalable private equity solutions in the areas of primaries, secondaries, and co-investments. Overall, Sagard will manage approximately $44 billion in assets as a result of the merger.
USP
Sagard Private Equity Solutions (formerly Unigestion) is a specialized asset manager with over 50 years of experience, focused on generating consistent returns through customized investment solutions for institutional clients and high-net-worth individuals. Unlike traditional private equity firms, which focus on short-term horizons, Sagard acts as an active owner with the goal of building, supporting, and scaling companies sustainably over the long term. The firm focuses on sectors in which it has deep expertise, particularly in healthcare royalties, specialized secondary transactions, and buyouts of mid-market companies.