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Investment Policy – Buyout

Introducing buyout fund investment policy

What is a buyout fund?

More than half of the shares are acquired, generally through common stock

Investment Policy

Investments are made using reciprocal trades, with a focus on management buyouts.

Investment Targets

Firms having stable cash flows

Key Investment Models

  • Disposal of common stock heldby the owner family upon business succession
  • Independence of subsidiary companies & business divisions
  • Delisting for the purpose of business restructuring
  • Disposal of common stock heldby major shareholders

Performance – Buyout

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