

Par :
Bluestar Equity
Gain equity exposure through this fund of private equity investments.
Emplacement
Profil de risque
Low - Moderate
Montant minimal d’investissement
$25,000
Stratégie d'investissement
Core Plus
Rendements
16-19% IRR over 5 Years
Durée de l’investissement
3-5 Years with Redemption Opportunities
The Bluestar Equity Flagship Fund provides investors with a focus on high-caliber small and medium-sized enterprises, encompassing both public and private markets. Sector agnostic, the Fund prioritizes small-cap investments that possess strong growth potential, either through expansion into larger enterprises or by becoming attractive stand-alone spinouts.
With a 40-year history of successful investments, Bluestar Equity has a strong reputation for achieving superior returns.
A world-class advisory board provides strategic direction to maximize value and growth.
This fund marks the first chance for new investors to join Bluestar Equity in a decade.
The primary goal of Bluestar Flagship Fund is to provide investors with regular distributions and equity growth on a risk adjusted basis. This is accomplished through a hand-picked portfolio of public and private investments from companies predominantly based in North America. We provide investors unique access to: solid equity growth;regular quarterly distributions; an exit kicker; and rollover provisions into the main fund.
The Fund has four categories of investment. Marketable securities, private company investing, real estate investing and public company investing.
Marketable securities are cash and cash equivalents. The Fund endeavors to maintain 25% of the Class B partnership capital invested in this category.
Investing in private companies are those in a control position in a private corporation that fit certain criteria, not the least of which are:
1. The business is profitable, or demonstrates the ability to pay preferred dividends or interest.
2. The business has been in operation for over ten years and demonstrated a clear competitive advantage.
3. The business is asset-light and provides services to its customers.
This is as opposed to manufacturing or other businesses that require annual investments into heavy machinery in order to maintain revenues.
Current investment focus will be in the professional services industry, financial services and other business to business offerings that may include software.
Real estate investments are typically longer term, in stable, secure positions. Liquidity is ensured through either partnership with other institutional equity investors or taking positions in properties where the Fund’s position can be bought out through mortgage debt. The latter requires low overall leverage on the properties relative to the appraised value.
Public investing is focused exclusively on spin-offs, mergers and acquisitions, and other corporate event catalysts where it can clearly be seen that the transaction has created a mispricing of the security being purchased. The liquidity of the security is valued, and therefore, typically are involved in companies with significant trading volume and high market capitalization.
Bluestar Equity investit dans des petites et moyennes entreprises canadiennes et prend des participations majoritaires afin de maximiser la valeur de leurs investissements pour toutes les parties prenantes, y compris les employés, les clients et les autres investisseurs. Le cabinet s'appuie sur les antécédents de générations de la famille Murad en tant qu'investisseurs prospères.
Avec Noah définissant la stratégie à long terme des investissements des frères, Jacob agissant à titre de conseiller juridique et exécutant les investissements, et Aaron travaillant au sein des sociétés du portefeuille pour stimuler le changement et générer de la valeur, les trois frères ont été en mesure de réaliser des douzaines d'investissements fructueux de taille variable au cours des 12 dernières années.
Les divers domaines d'expertise des frères permettent au cabinet d'être agile et d'explorer des investissements dans un large éventail d'industries et d'exécuter efficacement des transactions lorsque des occasions se présentent. Le succès continu de l'entreprise peut être attribué à l'éthique de travail, aux valeurs fortes et à l'expérience sur le terrain des trois frères.