Database/Obsidian Activist Fund
HedgeF020 · Vintage 2015Open

Obsidian Activist Fund

Obsidian Partners

Concentrated activist book — 6–10 core positions in mid- to large-cap industrials and consumer.

Event DrivenShareholder ActivismUSUKArticle 8
Performance · since vintage

Cumulative net return

23.6%
+3.4pp vs benchmark
QuarterCum returnSharpevs bench (pp)
2022 Q12.5%1.31-7.67
2022 Q27.3%1.27+4.19
2022 Q311.6%1.27+3.45
2022 Q412.6%0.93-0.94
2023 Q115.2%1.21+2.29
2023 Q214.8%1.26-1.11
2023 Q317.8%1.32+1.25
2023 Q423.6%0.89+4.37

Terms

Target fund size£2.5bn
Current AUM£2.1bn
Min ticket£25m
Max ticket£250m
Target net IRR13–18%
Lock-up3 years
Management fee2.00%
Carry / performance20%
BenchmarkHFRI Event Driven: Activist
ESG / SFDRArticle 8
Liquidity

Annual liquidity, 90-day notice. 3-year initial hard lock.

Investment highlights

  • 3 board seats secured in last 24 months
  • Average campaign IRR 22%

Top 5 holdings

Largest positions · % of fund · simulated
  • Highgate Realty8.7%
  • Cobalt Pharma7.9%
  • Redwood Capital7.9%
  • Sterling Bancorp7.8%
  • Crestline Auto7.6%