Fund Allocations: Process, Criteria and Quantitative Performance Screening
If you would like Wimmer Family Office to consider an allocation to your fund, please email info@WFO.am with the fund factsheet with month by month and annual net performance numbers for our performance quantitative screening. If your fund is competitive with existing fund exposures, further due diligence, such as DDQ, fund manager meetings or conference calls, fund administrator due diligence, etc. will follow.
Key fund allocation criteria include:
- Minimum 3 – 5 years track record in the fund to be reviewed
- Maximum three months lock-up for full redemption
- Acceptable fund administrator and auditor
- Idiosyncratic volatility is acceptable but not systematic
Process for Real Estate and Private Equity Deals
Please email info@WFO.am with corporate presentation and financial model
The Wimmer Family Office Investment Focus
The current investment focus of Wimmer Family Office includes:
- Real estate equity and debt development financing (direct deals, ground-up, value-add) in the UK and Europe (and selectively North America)
- Private Equity Series-C and later-stage funding rounds in sectors like aerospace, tech, fintech, consumer, natural resources (mining, oil & gas, green energy at the BFS/DFS stage or equivalent project financing stage) and other non-real estate areas
- Allocating to absolute return focused hedge funds and long-only funds which qualifies under the Fund Allocation process and criteria listed above
- Quant hedge funds (CTAs) focused on trend following and volatility
- Wimmer Family Office would also consider bringing start up funds within its umbrella provided the portfolio managers:
- are exceptional with strong track record
- bring initial meaningful seed AUM
- are based in London, UK
- Wimmer Family Office does not currently allocate to Venture Capital nor Private Equity Funds
- Other opportunistic ad hoc investments, preferably with synergies to the existing portfolio