UNIGESTION SA

Thesis

Unigestion SA, founded in 1971 and headquartered in Geneva, Switzerland, is an independent asset management company with a global presence and over 50 years of experience. The firm offers tailored investment solutions across private equity, equities, and multi-asset wealth management, guided by a core conviction that intelligent risk-taking is essential for consistent long-term returns. Their investment approach emphasizes active risk management, integrating human insight with technology, research, and ESG principles. Unigestion's expertise spans equities, private equity, liquid alternatives, and multi-asset strategies. In private equity, they focus on the mid-market, targeting buyout, growth capital, venture, and special situations, with a significant fund-of-funds and co-investment platform for institutional investors. They particularly favor European and North American managers for their private equity investments, typically deploying EUR 5 million to EUR 30 million per co-investment. Unigestion also supports emerging managers through its 'Emerging Manager Choice' fund series. Their investment strategy incorporates LP stakes, GP-led deals, and direct secondaries, aiming for predictable distributions and liquidity. The secondaries strategy targets 40-60 transactions, with a significant allocation to North America and Europe, and the remainder in Asia. As of December 31, 2023, Unigestion managed approximately $39.4 billion in total assets.