NextStage Evergreen
Convinced of the virtues of an investment strategy of long term, NextStage launched an investment vehicle in 2015 Private equity of a lifetime “Evergreen” to enable participations to achieve their better performance et the establishment of a liquidity mechanism at any time for investors in the fund.
A word from the partner: “The mission of NextStage AM is to finance medium-sized companies with equity, patient capital and without time constraints”.
Key figures of the portfolio
(Figures as of December 31, 2023)
NextStage AM applies a unique strategy of growth, innovation, job creation and compliance with our ESG commitments. The companies in which our funds invest are rigorously studied and our investment teams ensure that they incorporate at least one of the 4 fund trends of the 3rd industrial revolution.
With a mature portfolio composed of 19 nuggets and with 6 transfers already achieved, the NAV per ordinary share of the vehicle has experienced an steady growth despite the effect of the Covid crisis. The total ANR of the vehicle is €289,4m.
Evolution of NAV per ordinary share
(Figures as of December 31, 2023)
Distribution of Capital of NextStage Evergreen
Since 2015, NextStage Evergreen has received trust of a large number of different and complementary shareholders. Of the large private entrepreneurs et Family offices are present in the capital as well as large institutional investors and individuals via the BY ; from contracts oflife insurance ; theemployee savings,pension saving et live, from whom NextStage was able to raise €236m.
1- Via NextStage Croissance, UC referenced by AXA France Vie, Apicil, Spirica, Selencia, SwissLife, Generali, Suravenir.
Un Supervisory Board et an Audit Committee experimented
Independent valuation mechanism consolidated
NextStage Evergreen has a robust independent valuation method:
Disclaimer
The information comes from NextStage AM but cannot be guaranteed and has not been certified by the AMF or its Statutory Auditors. Some SMEs wish to maintain a certain degree of confidentiality. The information relating to listed companies is only intended to inform subscribers about portfolio holdings and should in no way be considered as a recommendation to buy or sell. They in no way commit NextStage AM in terms of keeping the securities cited in the portfolios. The sums invested in units of account are not guaranteed but subject to upward and downward fluctuations, depending in particular on the evolution of the financial markets. Past performance does not guarantee future performance.
Reference contact
Pierre Tassin
Phone Number
+ 33 (0)6 60 69 52 86
E-mail address
pta@nextstage.com