Multi-Asset Investing
Fund name
Heritage Private Opportunities Portfolio (HPOP)
Objective
Semi-liquid growth from private investments
What is the fund’s strategy?
HPOP is a multi-asset fund blending real estate, private equity, and private credit investments into semi-liquid (quarterly redemption option) evergreen fund. The fund’s rough allocation is 30/30/30 across those asset classes, with 10% discretionary.
Value Proposition
Multiple Value Propositions Include
Potential returns: Potential to double the investment every 5-7 years vs. historical averages of every 9-10 years for S&P 500, with less volatility.
Liquidity: Make historically illiquid private investments more liquid (quarterly liquidity option subject to GP discretion)
Diversification: Diversification into markets with low correlation to stocks
Simplicity: Make diversification to private markets efficient for families, i.e, one subscription doc, and one K-1, for what’s currently 17 core investments with 1700 underlying holdings.
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Target Potential Returns
10-15% net returns annualy.
2024 Performance
15.1% net to investors
Structure
Evergreen fund; capital due at subscription. QC investor hurdle, so good option for non-QP’s
Next Closing
Quarterly closings
Potential Fund Allocation
Let’s Talk
Learn more about our offerings, set up a time to chat with our team about your investment goals.