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We are committed to Christian giving and as such, we set aside 15% of our earnings in support of the following:

Deep Springs International

The Eternal Family Project

Grove City College


 

 

 

 

 

 

Private Equity Investment Process

 

 

Strategy

CIG seeks to raise money for partnerships considered to be best-of-breed partnerships diversified among three sectors of the U.S. and non-U. S. private equity universe: growth equity and venture capital, buyouts and special situations. CIG is committed to investments that are diversified across these sectors and their sub-groups as well as by industry, geography, company size, company stage and vintage year. The hallmarks of our investment process are the rigorous due diligence and thoroughness of our research into the pertinent investment issues.

Selection

CIG evaluates partnership investment opportunities based on their individual merit and their potential to add strategic diversification to each client's portfolio. In our search for repeatable attractive performance in these investments, we undertake a disciplined examination of the following criteria:

* Track record reflecting attractive portfolio development and strong returns
* Experience and continuity of the team working together to invest institutional capital
* Demonstrated expertise consistent with well-defined strategies
* Disciplined investment approach that creates long-term value
* Ability to realize profits with successfully managed exists

Due Diligence

Partnership investments that pass CIG initial screening undergo in-depth fundamental research and analysis. We apply proprietary quantitative techniques to analyze past performance. In addition, our qualitative measures help us understand the potential for those attributes that contributed to past performance to produce strong results going forward. We also use numerous reference checks for each partnership and visit the portfolio companies of prior partnerships managed by the general partner before making an investment in order to develop as complete a picture of the investment team as possible.

Portfolio Construction

In selecting a general partner, CIG looks for ones that have a balanced approach to portfolio construction. This ensures that clients benefit from a portfolio of best-of breed that exhibits a high degree of diversification across sectors, industries, geography and time. Considerable resources are deployed researching each investment and the potential added-value of each partnership in order to build portfolios that will perform well in differing financial and economic environments.

Monitoring and Reporting

CIG is distinguished by an active approach to monitoring and reporting on partnership investments. We use proprietary state-of-the-art technology to track and report information on each investment and on the overall portfolio in order to closely monitor the activities and investments within client portfolios relative to the stated strategies. In addition to analyzing quarterly and annual partnership financial reports, our hands-on approach includes attending annual meetings, participating on advisory and valuation committees, visiting partnership offices, as well as ongoing communications with general partners managing the partnerships.

Profit Realization

The ultimate objective of private equity investing is the realization and distribution of profits. CIG analyzes the thinking and strategies behind each partnership's planned profit realization process prior to committing to the partnership investment. As limited partners may receive distributions in publicly-traded stock in addition to cash, CIG manages the ultimate disposition of such securities in order to return cash to its clients.

Private Equity: Home

Private Equity: Investment Process

Private Equity: Background Information

Private Equity: Glossary of Terms

Getting Started

Private Equity: Frequently Asked Questions

 

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Christy Investment Group, Ltd.
P.O. Box 625
Alpharetta, GA 30009-0625
For Information/Customer Service
info@christyinvestments.com

 

   
 

Copyright © 2008 The Christy Investment Group, Ltd. All rights reserved
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest you consult with your financial advisor or tax advisor with regard to your individual situation. This site has been published in the United States and is intended primarily for residents of the United States.