Overview

Overview

VPESO is a secondary private equity fund established to provide investors with immediate access to a diversified private equity portfolio.

Despite private equity’s track record as a high performing asset class, secondary access to the best performing funds for an individual investor is virtually impossible to achieve. Vantage’s proven secondary approach, now broadens investor access and participation to the private equity asset class.

ACCESS THE SUPERIOR RETURNS OF PRIVATE EQUITY THROUGH A SECONDARY STRATEGY

VPESO makes secondary investments into top quartile performing Private Equity funds focused on investing in the growth capital, turnaround, buyout and late expansion stages of Private Equity in Australia & New Zealand, as well as co-investments alongside those managers to which Vantage has an investment commitment to.

A UNIQUE OFFERING FOR INVESTORS TO GAIN IMMEDIATE PRIVATE EQUITY EXPOSURE

A secondary approach to investing in private equity is attractive to most investors as it provides significant diversification at investment, with the potential to deliver superior returns at an earlier stage.

VPESO’s portfolio will comprise of more than 100 underlying portfolio companies at any one point in time across a range of industry sectors that would not be achievable for a single investor.

For over 20-years Vantage’s executives have cultivated deep industry relationships with the leading private equity managers, as well as their investors, providing Vantage with a natural source of secondary deal flow into these private equity funds.

Given Vantage’s status as the preferred secondary buyer of these funds in Australia, there is an opportunity to negotiate favourable acquisition terms. This can result in acquiring private equity fund positions at attractive valuation prices, often at significant discounts to their fair value.

100+ underlying portfolio companies

Diversification across Vintage, Manager, Sector, Geographic region, and Financing Stage

Low investment minimum of A$50,000

Immediate exposure to a diversified private equity portfolio

Skip the traditional j-curve period of private equity

Accelerated investment returns & shorter duration to distributions

VPESO Investment Strategy

VPESO will make secondary acquisitions into top quartile performing private equity managers in Australia & New Zealand, providing diversification across vintage year, manager style and financing stage. This segment is the most profitable private equity segment at the lowest risk, allowing investors to generate alpha in their investment portfolios.

At any one stage, there will be over 100 underlying portfolio company investments spread across a range of growth and defensive industry sectors including the Healthcare, Consumer Staples, Industrials, Information Technology and Agricultural sectors.

Vantage has entrenched relationships with high quality private equity managers and their investors, allowing VPESO to be at the forefront of most secondary private equity opportunities and the preferred secondary buyer in the Australian market. 

 

VPESO IS A COMPELLING WAY FOR INVESTORS TO ACCESS THE SUPERIOR RETURNS OF SECONDARY PRIVATE EQUITY

Vantage’s position in the secondary market provides an ability to negotiate and transact on acquisitions at attractive valuations.

This ability to extrapolate significant discounts to fair value, provides investors with a shorter duration to superior investment returns. This is achieved through investors skipping the traditional j-curve period of private equity, shortening the duration to distributions.

Vantage provides these unique characteristics of secondary investing to individual investors, by providing access to the top-quartile performing private equity funds in the country.