JFL Equity Investors VI, L.P Recommendation Report
●
Hamilton Lane
The General Partner has generated attractive gross performance across Funds II to IV, with Fund V continuing to develop
JFL's unrealized portfolio remains healthy and is expected to generate attractive returns
The General Partner prioritizes heavier value creation initiatives earlier in a portfolio company's hold period, lightening its focus
later on as the business stabilizes
JFL has generated a strong dispersion of returns and a low loss ratio across prior funds
($mm)
Fund
Fund II
Fund III
Fund IV
Fund V
Total
($mm)
Fund
Fund II
Fund III
Fund IV
Fund V
Total
Amount
Invested
Vintage
2005
2011
2016
2020
$237.6
331.7
496.5
0.0
$1,065.8
# of Inv.
Total
5
6
11
7
29
$471.6
559.3
2,142.0
0.0
$3,172.9
Real.
J.F. Lehman & Company, Inc.
Realized Investment Performance
As of 9/30/22
54
February 2023 | Proprietary and Confidential
4
8
0
17
Amount Unrealized Gross
Realized
Value
Mult.
J.F. Lehman & Company, Inc.
Prior Investment Performance
As of 9/30/22
$0.0
0.0
13.0
Fund Size
2.0x
1.7x
4.3x
0.0 n/a
$13.0 3.0x
$335
576
833
1,350
Gross
IRR
35.3%
16.6%
53.4%
n/a
34.2%
Amount
Invested
$237.6
476.6
745.1
939.2
$2,398.5
($mm)
Fund
Fund II
Fund III
Fund IV
Fund V
Total
Amount
Realized
$471.6
721.5
2,157.2
0.0
$3,350.3
Amount
Invested
Track Record (cont.)
Unrealized Gross
Value
Mult.
$0.0
144.9
248.6
939.2
$1,332.7
$0.0 2.0x
385.2 2.3x
297.3 3.3x
1,142.9 1.2x
$1,825.4 2.2x
J.F. Lehman & Company, Inc.
Unrealized Investment Performance
As of 9/30/22
Gross
IRR
$0.0
162.2
15.2
0.0
$177.4
35.3%
18.2%
45.1%
16.8%
30.6%
Amount Unrealized Gross
Realized Value Mult.
$0.0 n/a
385.2
3.8x
284.3 1.2x
1,142.9 1.2x
$1,812.5
1.5x
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
Gross
IRR
n/a
19.8%
6.1%
16.8%
16.8%
JFL Equity Investors VI, L.P. | Page 19View entire presentation