Portfolio strategy concepts

Cross-fund Investment

A cross-fund investment is an investment in the same company by two or more funds managed by the same firm. Allocation, valuation, and differing LP interests can create conflicts that the fund’s policies and documents should address.

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Knowing the language helps you follow the conversation. Knowing what to ask is how you participate in it.

Understanding the terms is a first step. The Aligned Capital Program uses them to teach you how to evaluate a fund and prepare the questions to ask its manager.

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