The selection universe of the Altaroc Odyssey 2025 Vintage
Summary
Dimitri Bernard: Our investment universe at the launch of Vintage Altaroc Odyssey comprises a total of seven private equity funds from six different managers. First, we have the Insight Partners fund, a growth equity and growth buyout fund buyout invests exclusively in the software sector. Insight invests globally, but primarily in the United States and in companies of all sizes. Next, we have the Hg IV and Hg V funds. Hg a leading player in buyout , also buyout on the software sector. However, Hg primarily in Europe. Here, we cover two segments: the Mercury fund invests in companies in the mid-market, while the Saturn fund invests in large-cap companies. Also in Europe, the Nordic Capital fund is a Scandinavian large-cap buyout fund. Nordic is a pioneer in private equity in the Nordic countries, but now invests more broadly across Europe as well as in the United States. These teams invest in the software, payments, healthcare, and services sectors. And finally, to round out our European exposure, the Inflexion fund. This is a British buyout fund that invests throughout Europe.
Dimitri Bernard: This is one of the largest teams focused on the European mid-market, investing across all of our target sectors. We are now rounding out our U.S. exposure with the New Mountain Strategic Equity Fund II, a mid-market buyout fund that invests across all our target sectors in the United States. And finally, Great Hill Partners IX, a growth equity and growth buyout fund buyout invests in our preferred sectors in the United States: software, healthcare, services, and digital consumer. All the management firms listed here were established between 1989 and 2000, so they have a proven track record over long periods: 25 to 35 years. Today, each manages assets ranging from 10 to 100 billion euros or dollars, primarily on behalf of institutional investors.
Dimitri Bernard: Let me remind you that this list represents an investment universe. It includes pre-identified funds and those in advanced due diligence. However, even before the launch of the Odyssey 2025 Fund, we have signed firm commitments in two of these funds, Insight Partners XIII and Hg Saturn 4, which, in addition to very good visibility, ensures a good start in terms of deployment.
