Over Three Decades of Consistent Risk Adjusted Performance Across Six Funds

We have developed an investment strategy that consistently outperforms the market.

Fund VI

Fund 6 is a private equity capital pool of US$850 million, of which US$230 million is owned by Clairvest Group Inc. and US$620 million by limited partners.

  • Investment Period: 2020
  • Number of Investments: 4
  • Number of Dispositions: none
  • Capital Invested: US$94 million

Fund V

Fund 5 is a private equity capital pool of $600 million, of which $180 million is owned by Clairvest Group Inc. and $420 million by limited partners.

  • Investment Period: 2015-2020
  • Number of Investments: 12
  • Number of Dispositions: 3
  • Capital Invested: $493 million

Fund IV

Fund 4 is a private equity capital pool of $467 million, of which $125 million is owned by Clairvest Group Inc. and $342 million by limited partners.

  • Investment Period: 2010 – 2015
  • Number of Investments: 12
  • Number of Dispositions: 8
  • Capital Invested: $374 million
  • Realized Value to Date: $1.47 billion
  • Multiple of Capital to Date: 3.9x
  • Pooled IRR: 30%

Fund III

Fund 3 is a private equity capital pool of $300 million, of which $75 million is owned by Clairvest Group Inc. and $225 million by limited partners.

  • Investment Period: 2006-2010
  • Number of Investments: 8
  • Number of Dispositions: 7
  • Capital Invested: $220 million
  • Realized Value to Date: $730 million
  • Multiple of Capital to Date: 3.3x
  • Pooled IRR: 24%

Fund II

Fund 2 is a private equity capital pool of $219 million, of which $55 million is owned by Clairvest Group Inc. and $164 million by limited partners.

  • Investment Period: 2001-2006
  • Number of Investments: 9
  • Number of Dispositions: 9
  • Capital Invested: $192 million
  • Realized Value: $401 million
  • Multiple of Capital: 2.1x
  • Pooled IRR: 18%

Fund I

Fund 1 is a private equity capital pool of $159 million, which was fully owned by Clairvest Group Inc.

  • Investment Period: 1994-2001
  • Number of Investments: 11
  • Number of Dispositions: 11
  • Capital Invested: $159 million
  • Realized Value: $472 million
  • Multiple of Capital: 3.0x
  • Pooled IRR: 24%

Overall Results

  • Total Investments: 56
  • Total Realized Investments: 38
  • Capital Invested: $841 million
  • Realized Value: $3.3 billion
  • Weighted Average Multiple of Invested Capital: 3.9x
  • Pooled Multiple of Invested Capital: 3.7x
  • Pooled IRR: 24%
  • Last 15 Deals – Weighted Average MOIC 4.7x, 44% IRR
  • Deals invested since 2006 – Weighted Average MOIC 4.8x, 48% IRR
  • Deals invested since 2010 – Weighted Average MOIC 5.3x, 51% IRR

Five Time Canadian Venture Capital Association Deal of the Year Award Winner:

  • 2008 Gateway Casinos
  • 2009 Shepell-FGI
  • 2013 PEER1
  • 2015 KUBRA
  • 2017 Cieslok

Book Value Per Share

Clairvest returns lead the market by a significant margin with a compounded annual growth rate in book value of 11% over the last 24 years, after tax, while the S&P 500 delivered only 7% in pre-tax growth. This is despite an average cash balance of 37% during the period.