Investment strategies

If you are a passive investor, you need to invest across a range of managers – ideally a minimum of 5. Each manager should be a specialist in their respective field with a proven track record. They should create focused portfolios of 5 – 10 positions each so that overall you end up with between 30 and 50 underlying investments.

It is important that you diversify across geographical location, investment stage, industry sector and vintage. Vintage is a term used in private equity to refer to the year of investment.

Investing via a platform means that you can simplify the administration. Kuber Ventures allows you to access a number of managers using one single application form. All your investments will be held with the same custodian which will allow consolidated reporting and collation of all the various tax certificates.

This will facilitate the preparation of your tax return and may reduce the cost of administration.

For more details about diversification please read this article