Our public equity team invests globally across major industry verticals, applying deep domain expertise and a differentiated perspective to source unique opportunities.
Founded in 2000, Carlcorp Public Equity is a global alternative equity platform that is built upon the hallmark investment philosophy of Carlcorp: conducting in-depth fundamental research on industries and companies to develop a high level of domain expertise and uncover unique and actionable investment insights. We place additional emphasis on analytical portfolio construction and our robust ESG risk framework, striving to identify and capitalize on opportunities in the global equity markets. By leveraging our expertise and insights, we are committed to helping our clients achieve their financial goals.
Carlcorp Public Equity deploys capital across multiple global equity strategies with varying risk/return profiles and vehicle structures. Our investment objective is to generate attractive returns over a full market and industry cycle with a focus on alpha generation and quality of return. We are flexible in how we engage with our investors, seeking to be true long-term partners.
A co-investment strategy that is opportunistic by nature and varies over time as market conditions change and individual investment opportunities materialize. Investment strategies may include late stage pre-IPO, public company structural mispricing, and anchor-order IPO investment opportunities.
A moderate-net fundamental long/short equity strategy, seeking opportunities globally across each of our core areas of industry domain expertise. Our differentiated style and approach to portfolio construction combines concentration in our highest conviction long and short ideas with targeted hedging strategies seeking to mitigate potential factor risk.
A concentrated fundamental long equity strategy, seeking opportunities globally across our core areas of industry domain expertise. The strategy seeks to generate attractive excess return relative to the global equity markets through portfolio concentration and a long-term investment horizon while maintaining reasonable balance across style and risk factors.
Facilitates underwriting with fundamental rigor and long term focus
We believe that ESG considerations, combined with the right active investment approach, can be an important driver of positive alpha and excess return generation. Accelerating technological advancement/disruption and regulatory ESG-related initiatives are measurably impacting (both positively and negatively) business unit-level economics. We believe that investing through a thoughtful ESG lens helps us avoid risk and drive better long-term performance.
Focus on good businesses we want to own over multiple years. Avoid making investments because it “feels” good or simply has a high ESG rating. Adhere to the Carlcorp Public Equity Investment Principles.
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