JERSEY CITY, N.J.--(BUSINESS WIRE)--In line with Unigestion’s conviction-driven investment style, the private equity team will continue to seek areas of growth, spot attractive investment themes and focus exclusively on managers with proven industrial and strategic transformation skills. Several fund investments have already been pre-selected for the programme, including some secondary investments to kick-start the portfolio.
Unigestion is convinced that the small and mid-market continues to be the most interesting and attractive private equity segment. This conviction has been confirmed by the recent ‘Size matters – small is beautiful 2.0’ study conducted in cooperation with Professor Oliver Gottschalg, associate professor at HEC Business School Paris. The study indicates that an optimally diversified global small-cap portfolio should not only outperform a more concentrated large-cap portfolio, but should also deliver a similar performance, with less risk, as a comparable regional portfolio. Furthermore, the study reveals that global portfolios deliver more robust performance than regional portfolios as returns by region are not fully synchronised. With most economies in Europe, North America and Asia-Pacific expected to develop well, growth remains uneven across regions and sectors. This will present a challenging, yet rewarding, investment environment favouring a global portfolio.
Christophe de Dardel, Head of Private Equity at Unigestion, said:
“The current market conditions require investors more than ever to work with specialists that are able to identify off-market opportunities and provide access to specialist funds. Unigestion has a rich heritage in small to mid-market private equity investing, dating back over twenty years. This expertise and experience has frequently been recognised by our peers and just in March of this year, we were named ‘Small-Mid Market PE Firm of the Year – Europe’ by Acquisition International and have been shortlisted for this year’s ‘Private Equity Manager of the Year’ award by European Pensions.”
With the acquisition of Akina in 2017, Unigestion’s private equity business now stands at USD 7 billion with a 50 people strong team, operating from 6 offices around the world: Geneva, Zurich, London, Jersey City, Singapore and Luxembourg. The team focuses on primary fund investments, secondary investments and direct co-investments in the small and mid-market in Europe, North America and Asia-Pacific.
NOTES TO EDITORS
To read the full paper ‘Size matters – small is beautiful 2.0’ please click here.
Unigestion is a boutique asset manager with the scale to deliver global tailor-made investment solutions for thoughtful investors. Our core values – integrity, independence, excellence and guidance – are at the heart of everything we do.
We are responsible for managing USD 26.5 bn in client assets across our four areas of expertise: equity, multi asset investing, private equity and alternatives. We believe that risk management is an enduring driver of long-term investment performance, and we therefore apply a risk lens to all our strategies.
Ideas drive our growth, and Unigestion strives to be always at the forefront of innovation in investment management. For us, innovation is about co-creating with our clients the investment solutions that meet their needs through a partnership approach.
Our tradition of research sets us apart. Unigestion’s ongoing research focus, as well as our collaboration with the world of academia, enables us to arrive at new ideas to the benefit of our clients.
With over half of our assets managed through segregated mandates, we have a proven ability to understand clients’ objectives and are trusted by them to design strategies tailored to their needs.
We are privately owned, with a majority of the equity controlled by our senior management, and we focus solely on asset management. This gives us the independence to take a long-term perspective and stay true to our convictions for the long-term benefit of clients.
This independence also means that our interests can truly be aligned with those of our clients. We demonstrate our commitment to our clients by investing our own capital in the strategies we manage for them.
With 230 employees comprised of 30 different nationalities, Unigestion has offices around the world. From centres in Geneva, Zurich and London, our presence extends across Europe, North America and Asia.
Source: Unigestion. All data as at December 2017.