ALTAN FUND





Deliver superior absolute returns by investing in high quality companies where we can uniquely engineer business acceleration opportunities in greater Asia, North America and global markets



STRONG PARTNERSHIPS DELIVER SOURCING ADVANTAGE



  • Long term relationships with leading companies, family offices, and public institutions
  • Provide access to non intermediated investment opportunities, including companies that are “not for sale”
  • Collaborate to enhance businesses in Asia and other regions through unique market access, insights and technological advantage


FLEXIBILITY TO INVEST OPPORTUNISTICALLY



  • Control buyouts
  • Growth equity
  • Co investments alongside other sponsors & strategic/financial partners
  • Select smart city developments










SUSTAINABLE ADVANTAGE, TECHNOLOGICALLY DRIVEN, FUNDAMENTAL INVESTMENT APPROACH



  • Technology, content, operations and/or markets are unique and have strategic moats allowing businesses to grow, supporting an attractive exit
  • Combination of strategic players results in a dominant business franchise and execution model, substantially increasing the revenue and profit growth of target companies
  • Management of macro currency, geopolitical and economic risk with comprehensive business view and moderate use of leverage




ALTAN FUND






The ALTAN Fund I, L.P. (the “Fund”) is a family of private equity funds that combine aspects of private equity capital,
real assets and leading innovation-based investments to enhance the risk-reward outcome for investors.
The Fund’s strategy is designed to yield superior returns with lower risk.

The managing partners have a track record of financial success. They were involved in several companies spanning
varied market conditions ranging from difficult market corrections to strong market expansions.
The team has experience managing, acquiring, selling, and marketing companies, whether during market upturns
with the well-financed competition or in the face of difficult financial markets with undercapitalized customers.
The managing partners have executed transactions ranging from the most straightforward equity deal to
complex structured products involving leverage, IP licensing, sub-debt, and mezzanine financing.

The Fund intends to distinguish itself with a proprietary investment methodology targeting innovative technologies,
strategic real estate assets, and special situations,while utilizing a hands-on investment
approach leveraging the experience of the General Partner’s investment team (the “Team”).

Implementing this strategy, the Team selectively sources transactions with a strong potential for high upside, yet technology risk and market risk are mitigated by leveraging significant previous investments made by private equity partners, corporations, or institutions. These targets are typically acquired at 40-60% discounts. Investments are made primarily in private companies developing and deploying products and solutions for media/entertainment, health care, software, clean energy, and smart city property development.





Sub-Fund I Private Equity Investments (“SFI”)



The Fund will leverage its relationships with public institutions, companies, family offices, strategic partners to generate attractive and differentiated deal flow for Sub-Fund I. On the primary side, the Fund will invest in companies with strong (actual or potential) competitive positions across a variety of sectors that exhibit attractive characteristics, including but not limited to large total market size, secular growth driven by sustainable drivers, stable industry structure and limited exposure to exogenous risks (economic, technological, political, regulatory). The Fund has identified and prioritized the media/entertainment, technology and clean energy sectors and has developed an active pipeline of readily actionable target investments in these sectors.


On the co-investment front, the Fund will target businesses and industries with similar characteristics to the primary side, whilst investing alongside reputable private equity firms and strategic partners in such companies. The Fund will ensure that it invests on similar terms to its co-investment partners with shared governance rights. The Fund believes that a flexible investment mandate that combines primary investments and co-investments will allow it to capitalize on the most attractive opportunities whilst deploying capital at scale. The Fund recognizes that as the Asian private equity market evolves, firms with geographic and sector specialization will emerge, and investing selectively alongside them is a potentially valuable source of deal f low.


For both the primary and co-investment strategies, the Fund’s key competitive advantage is the breadth of its relationships with leading institutions and companies in the region, which allow it to access proprietary high quality deal flow.


The Fund intends to exploit the J-Curve which is widely referred to in private equity capital as the graphical representation of historical tendencies for funds to deliver low returns in early years, and then rapidly accelerating investment gains in the outlying years as the portfolio of companies matures and valuations increase.


The Fund’s due diligence process and ability to evaluate opportunities allow us to uncover the right investments that may have strong strategy, management team, or investor blend. In such companies there has often been a significant investment, typically in the tens of millions of dollars over time. Typically, these companies are well below the point on the J-Curve, were net cash positions trend positively. By applying our strategies, re-capitalizing the company and making other appropriate modifications, the Fund can leverage that stranded capital and optimize returns in shorter holding periods, effectively allowing our LPs to make risk-adjusted private equity style investments.



Sub-Fund II Real Estate (“SFII”)



The Fund’s strategy is to capitalize on favorable market trends and characteristics in the urban US and Asian gateway real estate markets to develop a portfolio of prime property assets and generate attractive returns for its investors.


The Fund will work with local and national government authorities to acquire landbank at a discount to the market. The target product will most likely be mixed use (commercial, residential, hospitality, and leisure) targeted on younger populations.


Madison Marquette offers a national platform built to execute efficiently and precisely at the local level through offices in U.S. markets from coast to coast. The company’s experience and national capabilities allow us to spot opportunities for clients so they can deliver projects timed to market and tenant demand. The company has grown from $5 million and five people in 1992, to more than $6 billion under management today. The additional value of our integrated approach is the benefit of the collective wisdom of the people who perform across our platform, applying the wisdom of asset, market and process. Madison Marquette serv­es clients from 14 region­al offices.


The Fund anticipates support for such unique projects that are in line with evolving living and work trends in densely populated regions of US and Asia. The Asset Manager’s strategy is to employ leverage in the range of 50% to 70% of the total cost of the Real Estate Investment to maximize returns for investors, which the Fund believes is appropriate given the prime locations of the projects, presales and lease model, as well as low entry point for landbank.


The Fund may also make Real Estate Investments that are build-to-suit arrangements with the development risk. The Management Team will work closely with the Madison Marquette, and other related strategic partners for the full development of the projects.


In addition, the Fund intends to add value through its strategic alliances, by providing efficient vertical integration of services and through their proprietary databases and tracking procedures for property development, which the Fund believes will provide the Fund the ability to provide value-add development opportunities on a targeted select market basis. The Fund believes that the Asian gateway urban real estate market provides an attractive investment opportunity. The Fund believes that the market is characterized by strong demand fundamentals, high-quality and creditworthy tenants, and high barriers to entry. The market presents a significant investment opportunity for the Fund.



INVEST IN LEADING EDGE TECHNOLOGIES AND COMPANIES



DRIVE INNOVATION



ENHANCE INVESTMENT RETURNS



altan



info@altancap.com