Head officeTel: +1 503 378 4111350 Winter Street, NEFax: +1 503 378 6772Suite 100www.ost.state.or.usSalem, OR 97301-3896USAASSETS / FUNDS UNDER MANAGEMENT$57 billionINITIAL PRIVATE EQUITY INVESTMENT1981APPROX. NUMBER OF FUNDS INVESTED IN:131APPROX. CAPITAL COMMITTED TO DATE:$14.27 billion (as of 31 March 2006)AL LOCATION TO PRIVATE EQUITY / ALTERNATIVES9.2 percentPRIVATE EQUITY INVESTMENT APPETITE
Europe | North America | Asia/Pacific | |
Generalist | Yes | Yes | Yes |
Buyout/Later stage | Yes | Yes | Yes |
Venture | Yes | Yes | No |
Mezzanine | Yes | Yes | No |
Fund of funds | Yes | Yes | No |
Turnaround/Distressed | No | Yes | No |
Secondary funds | Yes | Yes | Yes |
Co-investments/direct | Yes | Yes | Yes |
Debut / First time funds Yes | Yes | Yes |
CONTACTS:
Mr. John (Jay) Fewel Jr. | Mr. Ron Schmitz |
Equity Investment Officer | Investment Manager |
Jayb.fewel@state.or.us | |
Ron.Schmitz@state.or.us | |
Mr Wei Huang | |
Investment Officer | |
Wei.huang@state.or.us |
SELECTED FUNDS
FUND NAME | MANAGER | SIZE | YEAR | FUND TYPE |
Apollo Investment Fund VI | Apollo Management | $10.1bn | 2006 | Buyout |
CVC Capital Partners Asia Pacific II | CVC Capital Partners | $1.975bn | 2005 | Buyout |
CVC European Equity Partners IV | CVC Capital Partners | €6bn | 2005 | Buyout |
Focus Ventures III | Focus Ventures | $260m | 2006 | Venture |
Granite Ventures II | Granite Ventures | $350m | 2005 | Venture |
KKR European Fund II | Kohlberg Kravis Roberts & Co. | €4.5bn | 2005 | Buyout |
Littlejohn Fund III | Littlejohn & Co. | $650m | 2005 | Buyout |
Montauk TriGuard III | Montauk TriGuard Management | $300m | 2005 | Secondaries |
New Mountain Partners II | New Mountain Capital | $1.55bn | 2005 | Buyout |
Northwest Emerging Ventures II | Grove Street Advisors | $300m | 2005 | Venture/non-venture |
Palamon European Equity II | Palamon Capital Partners | €670m | 2005 | Buyout/growth |
Providence Equity Partners V | Providence Equity Partners | $4.25bn | 2005 | Buyout/growth |
Technology Crossover Ventures VI | Technology Crossover Ventures | $1.4bn | 2006 | Venture |
Vestar Capital Partners V-A | Vestar Capital Partners | $3.7bn | 2005 | Buyout/growth |
Warburg Pincus Private Equity IX | Warburg Pincus | $8bn | 2005 | Venture/growth/buyout |
Wellspring Capital Partners IV | Wellspring Capital Management | $1 bn | 2006 | Buyout |
Source: OPERF, CapitalIQ, Private Equity | International |