New Mountain Capital : a thematic investment strategy based on rigor and discipline

"We have a structured sector selection process," explains Steve Klinsky, founder and CEO of New Mountain Capital. "Each year, we analyze hundreds of companies, but acquire only one or two per sector, with the aim of continually strengthening our expertise in these specific segments."

The approach of New Mountain, Fund manager in the Vintage FPCI Altaroc Odyssey and in the selection universe of the Vintage FPCI Altaroc Odyssey , is also based on the versatility of its investment professionals. Rather than having them specialize in a single sector, the firm encourages each professional to focus on two or three subsectors, in order to foster a cross-functional perspective and adaptability. “We don’t want anyone to be confined to a single sector and feel the need to justify their role by pushing for forced investments in that sector, ” explains Klinsky. “This versatility creates a stronger culture, where every professional works in the firm’s overall interest, rather than to defend their own portfolio.”