JFL Equity Investors VI, L.P Recommendation Report
Hamilton Lane
Investment Considerations
The General Partner will continue to
thoughtfully build the team
JFL will remain thoughtful around
portfolio construction as the market
environment evolves
Fund V will generate attractive
performance in line with Fund IV
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February 2023 | Proprietary and Confidential
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Executive Summary (cont.)
JFL will need to continue to attract and retain professionals in a competitive talent
environment
The General Partner has a long history of promoting from within
JFL has increasingly spread its carried interest allocation broadly within the firm,
further aligning incentives with top talent
Historically, the General Partner has constructed concentrated portfolios
JFL has continued to increase its intentionality regarding portfolio construction
Fund V's portfolio remains nascent and currently trails peers of a similar vintage
Consistent with JFL's focus on deep value and complex situations, operational
improvements typically take three years to be fully established within a portfolio
company and reflected in valuations
Fund V's portfolio has performed in line with expectations to date and the General
Partner expects fund-level performance to follow a similar progression as Fund IV
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
JFL Equity Investors VI, L.P. | Page 7View entire presentation