JFL Equity Investors VI, L.P Recommendation Report
Hamilton Lane
Consistent, attractive net performance
Healthy unrealized portfolio with
additional upside expected
Disciplined investment pacing with a
strong dispersion of returns
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February 2023 | Proprietary and Confidential
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Track Record
The General Partner has generated attractive performance across Funds II and IV,
which generated top-quartile or second-quartile returns on a net IRR and TVPI basis,
as of 9/30/22
Fund V has lagged peers to date, but remains in the earlier stages of its
development
The unrealized portfolio remains healthy, while Fund V continues to track well,
albeit still young
Historically, JFL's portfolio takes longer for performance to begin to improve, as the
first several years of its hold period are centered around stabilizing and
repositioning operations to drive future growth
JFL expects near-term exits in Fund III and Fund IV
The General Partner has remained disciplined and demonstrated the ability to
effectively deploy capital as it has gradually increased its fund sizes
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
JFL has preserved capital well across prior funds, minimizing its loss ratio in each
successive vintage
JFL Equity Investors VI, L.P. | Page 17View entire presentation