Investment Philosophy
Portfolio Advisors’ investment philosophy is centered on prudent diversification and the development of client-specific portfolios of high quality investments.
Diversification
Portfolio Advisors’ client investment portfolios span the geographies of the Americas, Europe and Asia. We invest on behalf of our clients (including PA-sponsored funds) across multiple strategies including mid-market buyout, mezzanine, distressed, secondaries, venture capital, private real estate and direct mezzanine.
Strategic Secondary Investments
Portfolio Advisors strives to construct its portfolios with a blend of primary and secondary investments. We believe that secondary investments are a critical component of a diversified portfolio because they may enable investors to mitigate the J-curve through the purchase of assets at below fair market value, and may generate earlier liquidity.
High-Quality Investment Selection
Portfolio Advisors’ senior investment professionals have broad and deep backgrounds in the private funds industry, which provides the firm with an extensive network of relationships. Along with our proprietary PRIVILEGe® database, these relationships provide us with significant market intelligence and access. PA is currently active on more than 150 advisory boards.