alternative solutions
why alternatives?
Strategic allocations to alternative assets offer a level of diversification not easily accessible to investors in traditional assets. Alternative assets have the potential to generate superior risk-adjusted returns.
Funds
Alternative Solutions offer bespoke investment solutions within alternatives. The current product portfolio includes investments in top-tier funds managers through two evergreen fund of funds: Buyout and Venture.
The funds are structured in a manner best described as:
- Evergreen structures (perpetual fund of funds) where investors buy in to a mature portfolio coupled with a commitment for future investments.
- Well diversified across vintages, geographies and sectors. Investments are exclusively directed towards renowned, access constrained, top-tier fund managers.
- Investors attain their desired Net Asset Value (NAV) from day one, presenting a solution that eliminates the J-curve effect.
- The mature state of the funds initiates distributions from day one. These distributions are either disbursed to investors as tax-exempt dividends under the Swedish participation exemption regime (”näringsbetingade andelar”) or reinvested to facilitate further capitalization within the funds Alternative Solutions invest in the asset classes on our investor’s behalf through Makena Capital, an investor organisation sprung out of the Stanford Endowment. The team at Makena have a 18-year track record and decades more when including their tenure from employees at Stanford and Harvard. The long-term commitment and relationships created over time have proven important in achieving meaningful access to many leading alternative asset managers.
Investment philosophy
We seek to preserve and grow our clients capital over long time horizon by maintaining a disciplined investment approach.
Carnegie Private Equity Solution AB
Investment contains 80% Buyout and 20% Venture Capital at the inception of the investment. This changes over time as the performance of the Buyout and Venture strategies diverges. The portfolio will remain unaltered without undergoing a rebalancing process.
CARNEGIE Venture Fund AB
Targets exposure to the highest conviction venture capital managers, focusing on small, niche companies and industry sectors.
Invest
Please contact our Investor Relations team in order to receive more information about how to invest in Alternative Solutions funds. Our products are available to professional investors domiciled in Sweden, Norway, Denmark, Finland and Iceland.
Contact
Filip Stenberg
Investor Relation
+46 721 589 569
