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Manager Research Activity: 1st Quarter, 2007
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Investment Spotlight: DFA Large Cap International Value Portfolios
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Manager Research Activity: 1st Quarter, 2007
We tally below the managers we have met with and/or investment opportunities we have considered over this past quarter. While we receive unsolicited calls or emails daily, we only list those investment opportunities which pass an initial screen and which we then review in depth.
Common Stock |
21 |
Hedge Fund |
7 |
Private Equity |
5 |
Real Estate |
11 |
Other |
5 |
Total |
49 |
Examples of Recent Manager Research Activity
In the 1st Quarter of 2007, activity included initial investment decisions for the following specific opportunities. We have declined to identify them by name to avoid inadvertent publicity for the specific investment situation.
Opportunity |
Private Real Estate Partnership |
Decision |
Approved List. |
Notes |
Leading investor of Class A office properties in major markets in the US and Western Europe;
Various strategies to add value such as comprehensive repositioning, aggressive leasing activity and operational improvements and extensive redevelopment;
Significant visibility – 35% of the fund’s investments are pre-specified and underwritten at attractive rates of return. |
Opportunity |
Private Real Estate Partnership |
Decision |
Approved List. |
Notes |
Multi-strategy fund focusing on office, retail and industrial/logistics properties in Western Europe;
Joint ventures with experienced local operating partners;
Significant visibility – 30% of the fund’s investments are pre-specified and underwritten at attractive rates of return. |
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