Building a sustainable and diversified wealth strategy
The Altaroc approach
Each range is carefully constructed by our investment team to offer a robust and transparent portfolio:
- Diversified across four sectors targeted for their growth potential and strong historical resilience, and across three dynamic geographic regions
- 80% invested with five to six leading global managers, and 20% in co-investments made alongside them.
- Focused on the growth and buyout segments, which have historically been the most stable and highest performing.
The entire process (subscription, monitoring, reporting) is carried out via a dedicated digital platform, offering simplicity, security, and transparency.
By renewing their commitment to a vintage each year, investors can reinvest their distributions in successive capital calls.
This approach allows various objectives to be achieved:
- Building up a target portfolio within a defined time frame.
- Generating additional income.
- The optimal deployment of capital over time.
Understanding Private Equity
Private equity now accounts for nearly 20% of allocations by major institutional investors.
Historically reserved for these players, it is now becoming accessible to private investors thanks to structured solutions such as Altaroc solutions, Altaroc diversified exposure to global unlisted companies.
The advantages of private equity
Potentially higher returns
Enhanced diversification
Participation in the real economy
Effectively integrating private equity into a wealth management strategy
Private equity is a complementary component of asset allocation.
- It diversifies portfolios through uncorrelated exposure to listed markets.
- It enhances long-term performance by capturing value creation in unlisted companies.
- It gives meaning to investment by supporting the growth of real businesses.
Providing simple and transparent access to private equity isAltaroc commitment.
