Dellwood Capital: Expertise in Diverse Investment Strategies
Discover how Dellwood Capital leverages its expertise in Public Equities, Private Debt, and Private Equity to deliver consistent superior returns.
At Dellwood Capital, we build upon our rich heritage of over 50 years of collective investing experience. Our journey is defined by consistent alpha generation and a proven multi-asset playbook that spans various investment avenues. Below, we delve into our key areas of expertise:
Dellwood Capital's multifaceted investment strategies are designed to navigate the complexities of global financial markets effectively. Our opportunistic yet disciplined approach, combined with prudent risk management, ensures we consistently deliver superior returns for our investors. By embracing diversification across public equities, private debt, and private equity we position ourselves to capitalize on a broad spectrum of investment opportunities.
Founded in 2009 as a dedicated public markets equity fund, Dellwood Capital focuses on disruptive technology and high-growth opportunities in the public equities market. With a consistent alpha generation yielding over 18% IRR since 2018, our approach is rooted in diligent research and meticulous analysis. By identifying and investing in promising public companies, we aim to maximize returns while maintaining a balanced risk profile.
Recognizing the potential in private debt markets, we incorporated private credit into our investment strategy in 2017. This strategic move has led to a cumulative return of over 150% since then. Our private debt investments diversify our portfolio and tap into opportunities offering attractive yields and risk-adjusted returns. By providing capital to private companies, we facilitate growth while securing consistent income streams for our investors.
Our expertise in private equity is spearheaded by our Head of Venture and Private Equity, Ben Reiter. With extensive experience in venture capital and a history of successfully negotiating and closing over 50 investment deals, we are adept at identifying high-potential private companies. Our private equity investments focus on nurturing startups and established businesses poised for significant growth, ensuring we are at the forefront of innovation and value creation.
Frequently Asked Questions
Dellwood Capital specializes in a diverse range of investment strategies, including Public Equities, Private Debt, and Private Equity. Our multi-asset playbook leverages over 50 years of collective investing experience to maximize returns.
By focusing on disruptive technology and high-growth opportunities in both public and private markets, Dellwood Capital employs diligent research and meticulous analysis. This approach has led to consistent superior returns, including over 18% IRR since 2018 and a cumulative return of over 150% since incorporating private credit in 2017.
Our public equities strategy centers on investing in companies with disruptive technologies and high growth potential. We use a combination of fundamental analysis and technical timing to identify opportunities that can deliver significant alpha generation.
Investing in Private Debt and Private Credit Funds allows us to diversify our portfolio and tap into opportunities that offer attractive yields and risk-adjusted returns. By providing capital to private companies, we secure consistent income streams while supporting business growth.
Our team includes co-founders Serge Milman and Peter Milman, who bring decades of experience in asset management and trading. Ben Reiter, our Head of Private Equity and IR, has successfully negotiated and closed over 50 investment deals.
We prioritize Prudent Risk Management by embracing diversification through cross-asset investing. Our balanced risk profile aims to mitigate risk and optimize returns, even amid market volatility. We remain opportunistic yet disciplined, seizing opportunities proactively while assessing risks prudently.
Investors interested in partnering with Dellwood Capital can reach out to our Head of Investor Relations, Ben Reiter. We offer access to a range of investment opportunities across public equities, private debt, private equity, and more, all managed with a focus on consistent superior returns.