We believe in building enduring relationships with clients through
trust and a shared purpose to improve investment outcomes for a better future.
We work as your partner to navigate the complex world of financial markets,
anticipate trends and identify opportunities. We do this by taking the time
to truly understand your needs and remaining responsive and flexible as they
change so we can continually provide robust solutions aligned to
your objectives, risk tolerance, values and preferences.
WHY FIDEX CORP
Who we are
Our company values
Fidex Corp is one of the world’s leading independent asset managers. Since our foundation in
2016, We are first and foremost an investor in our own strategies and believe that fact
alone is the best measure of our confidence in our ability to source, close, develop and
exit businesses profitably.
USD 10 B+
Client assets under management (USD)
Client locations by country/region
Delivering for investors
Go the extra mile: deliver extraordinary results
Always ask what it means for our investors
Act with courage and conviction
Better never stops
Step up to challenges
Unleash potential – your own and others’
Have impact, be accountable
Fairness & respect
Your duty; your right
One firm, one team
Collective dedication to outstanding service
Achieve more by working together
Deep expertise in a complex and specialized area
Private equity has come a long way since the early days of leveraged buyouts. Today, the
private equity universe spans numerous strategies with varying levels of risk and highly
dispersed returns across a vast and ever-evolving universe of opportunities.
The complexity and scope of this opportunity set—and the importance of finding and investing
with the limited universe of managers who can deliver outperformance—requires extensive
resources and specialized expertise.
That’s why our senior private investments team, with an average of nearly 20 years of
industry experience, is located around the globe to help us find and access the funds that
we believe can drive portfolio outperformance.
As one of the earliest proponents of private markets investing, we have been partnering with
sophisticated institutional and family investors to shape the global private markets
investment landscape for five decades. We are a leader in private markets investing, often
being the first stop for new and emerging managers who are spinning out from larger firms.
And while private investments have consistently proven to drive portfolio performance for
investors with meaningful allocations, there is a wide dispersion in returns between the
best and the rest.
That’s why we have continually invested in the resources, experience, and infrastructure to
source, evaluate, and access high conviction private investments around the globe.
ALIGNED TO INVESTOR GOALS
Our globally consistent approach ensures we remain focused on helping investors achieve
Every investor is unique. Whether it's a tailored solution to ensure your plan is fully
funded, or the steady income to fund a great life after work, our approach ensures we remain
focused on helping investors achieve their goals.
Starts with the Investor
What balance of assets offers the highest likelihood of reaching the goals?
What is the best way to access those assets?
What is the most efficient way to implement?
How should we optimize over time?
Throughout our history, our approach has remained consistently focused on identifying
investments that optimize the balance between risk and return. The hallmarks of our approach
are advantaged sourcing, relentless focus on areas where we have resident knowledge, and
tangible operational value addition. Our private equity, real estate, and data
infrastructure groups are highly engaged with our portfolio investments to help them reach
their full potential. Adhering to our stable, disciplined, and relationship-focused
approach, we endeavor to build leading companies and assets.
Advantaged Sourcing Our team identifies opportunities based on deep networks, extensive
industry knowledge, and a proactive approach.
Our investment teams have decades of deep industry experience, extensive “hands-on”
operational skill sets, and substantial transactional expertise.
Operational Value Creation
We tailor our operational support to the needs of each specific investment, making
world-class resources available and avoiding a one-size-fits-all approach. We support our
investments through organic growth, talent development, and technology enablement. Most
critically, we pride ourselves on being collaborative, engaged partners for our portfolio
companies' management teams.
Since our inception, we have been committed to building enduring relationships with our
investors, operators, and advisors.
We tailor comprehensive private equity investment solutions for all types of investors
by partnering with top private equity fund managers.
Our growth since inception is fueled by a diverse investor base increasingly seeking to
gain or increase access into the private equity asset class. We believe it is important
to offer clients a flexible approach that provides access to quality fund managers
through a variety of investment solutions.
At Fidex Corp, we value a collaborative environment. We keep an open and curious mind
when evaluating investment opportunities, yet remain highly disciplined in our
We gain advantage in the market due to our team’s experience which offers us resources that
give us an edge over our peers. Our advantage is complemented by a comprehensive,
diversified investment approach.
Fidex Corp. has developed a number of investment solutions to assist investors with their
goals of accessing the private equity asset class. These programs can accommodate investors
of various sizes and provide access to different sectors (i.e. buyout, venture capital,
growth, distressed/turnaround, and credit), vintage years, geographies, industries and
stages. We work very closely with investors in finding the right solution for their
portfolios and in developing programs utilizing a variety of approaches.
We value a collaborative environment while keeping an open and curious mind when
evaluating investment opportunities, yet remain highly disciplined in our selection.
We believe sector knowledge is critical, which is why we have dedicated teams focusing on our
four core sectors. This, alongside the deep industry experience of our Operating Partners, has
allowed us to create a proven track record of successfully building companies.
INDUSTRIAL AND ENGINEERING
"At FidexCorp we have always adopted a
flexible and innovative approach to investing and then transforming our companies"
Led by seasoned senior professionals, our investment teams have strong transactional,
operational, and analytical expertise enabling them to oversee an investment from sourcing and
acquisition, through the value creation phase, and to the eventual sale of the business.
Throughout our hold period, our talented investments teams collaborate with our
operating professionals and management teams to build stronger, more resilient businesses.
"Led by seasoned senior professionals, we are
engaged in all aspects of our real estate investment strategies, including sourcing,
underwriting, financing, asset management, capital planning, construction management,
portfolio management, strategy optimization, accounting, and reporting."
Using a blended set of real estate and private equity investing skills, the FidexCorp Estate
team defines, underwrites, and executes on differentiated investment strategies in specialized
sectors. Since our founding in 2016 we have successfully built scalable property portfolios and
real estate operating platforms into industry leaders in selected strategies and
Our real estate investments combine carefully assessed long-term fundamentals with deep
operational expertise required to execute on data-driven themes. We seek to optimize risk
adjusted returns and actively manage our investments to produce downside protected growth.
"By funding each investment on a bespoke
basis. it ensures the maximum alignment of all parties"
INDUSTRIAL AND ENGINEERING:
We look to invest in companies with differentiated product or process, operating in attractive
end-markets, with scope to affect operational transformation through inter alia, a build-up in
specific niches, technological changes, or product / geographic diversification.
back management teams with a clear strategic vision as well as a strong operational focus; and
our in-depth understanding of the sector means we are well-placed to work in partnership with
"Our carefully targeted origination effort
generally leads to transactions closed outside of a competitive processes, allowing
informed interaction towards reaching our goals"
The services sector encompasses a wide range of sub-sectors, each subject to its own dynamics
but often with outsourcing as a key driver. We identify macro trends that will drive above
average market growth, and then back businesses providing value added skills and products to
We are particularly attracted where there is the potential for
operational improvement as well as organic growth. We partner with best-in-class management
teams providing support, capital and expertise where this is required and materially adds value.
We have considerable experience in the sector, complemented by a large network of industry
Identifying the Right Strategies for Different Investor Preferences
Rebalancing: Keeping Allocations on Track
Promoting Healthier Futures
We believe pervasive health issues stand in the way of people building, maintaining and
enjoying wealth in life. That’s why we work to promote the financial and emotional
well-being of those impacted by health issues, so each person can live an enriching
Caring for each other
A culture of caring for each other
Making a positive impact in the lives of our clients, colleagues and communities
with the care and support we provide our associates to address their own physical,
emotional, financial and social well-being.
Giving back to the communities where we live is an important part of our culture. In
early 2021, we enthusiastically announced our support of The Feed- X Foundation and
mission to provide food and essential items by funding outstanding programs in the
Experienced Solutions Provider
FidexCorp has almost is sourrounded by solid experience building alternatives solutions on
behalf of institutional investors.
Our infrastructure has been designed with the aim of maximizing investment returns through a
solutions-based, customized approach.
Value of Partnership
We have significant experience building long-lasting relationships by providing flexible
investment solutions that can evolve over time.
For the benefit of clients, we have made fee negotiation an integral part of our investment
process while maintaining our focus on the quality of managers with whom we invest.
Diversifying Investment Solutions
We source niche exposures that enable us to build customized solutions. These solutions
stand-alone as diversifying alternatives allocations or can be designed to complement
existing holdings in traditional asset classes.
We understand the power of partnership
Fidex Corp’s philosophy of alignment of interests has been a guiding
principle of our success. We partner with exceptional entrepreneurs, management teams,
and corporations that share a common vision for maximizing value creation, and we
structure each investment to align the economic interests for all parties.