Overview

In today’s marketplace, the top priority of investors across the globe continues to be the quest for high-return investments with managed risk. Alternative investments in high-growth sectors have become an opportunity for potential superior performance and also present unique challenges for individual investors, institutions, corporations, and financial intermediaries. High initial investment requirements and long lock-up periods have kept individual investors out of many alternative investment opportunities. Simultaneously, institutions, pensions, endowments, corporations, and hedge funds continue to compete for credible, high-growth investment opportunities in which to deploy large amounts of capital. Financial intermediaries struggle to identify new alternative investment products that have the potential to produce superior returns compared to traditional investment products, while managing overall risk.

The challenges are countless.

The opportunity is EquiBridge.

A Unique Approach in Order to Pursue Exceptional Returns

EquiBridge, a new breed of global private equity firm, was founded on the principle of pursuing superior returns through access to hybrid alternative investment opportunities. Our innovative equity investment model grants investors “insider access” to talented fund managers and also provides those managers with capital to help drive the performance of their business and their products.

We place a premium value on managerial capital and pride ourselves on the ability to discover promising portfolio managers throughout the world who have solid track records investing in historically proven business models. Once the talent has been identified, EquiBridge takes an equity stake in each fund manager’s company, thereby, creating our network of affiliates. We, in turn, provide these affiliates with the capital necessary to accelerate their independence by growing their respective business. Since our investments are made at the fund company level, rather than in the underlying funds, EquiBridge investors have the opportunity to profit the same way fund managers do, through asset management fees and fund performance.

Our Unique Business Model

Our commitment to superior, risk-adjusted returns is unwavering and we strive to deliver these results to investors through our unique investment model which includes:

Our View of the World

By identifying and nurturing emerging fund managers during the rapid growth stages, EquiBridge has the potential to deliver higher returns to investors. Prior to funding these fund managers, we look at the entire world of opportunity. We search the globe, looking for “un-tapped,” high potential investment opportunities across our targeted geographies, core sectors, and asset classes.

Our fund managers will operate in the United States, Europe, and high-growth emerging markets such as China, India, Eastern Europe, and Latin America. The EquiBridge affiliate network also will span across high-growth industry sectors, including Real Estate, Life Sciences, Energy, and Information Technology, as well as asset classes such as Private Equity and Hedge Funds. These distinct levels of diversification – geography, sector, and asset class – will allow us to help investors better manage risk.

We believe that the true EquiBridge advantage lies in our ability to successfully discover, screen and evaluate the world’s most promising fund managers and deliver potential superior, risk adjusted returns.