The private equity market is very tough to gauge, and although it has the potential for lucrative returns, it is also very risky. Many companies have failed, causing investors to lose a fortune, while others have been very successful and made investors millions. When looking into private equity companies with the promise of hitting the public markets, it is crucial to have a proven specialist by your side. Kris Bortnovksy, better known as Kris Bort in the financial world, is that proven specialist. His fund, Sakal Ventures, specializes in late stage pre-IPO investments, among other things, and has been flourishing since Bort relocated to Florida. Bort knew finance was in his blood at an early age, he passed his broker licensing requirements after attending the well known Canterbury Prep School in Connecticut, and he has never looked back.
Bort was the top producing broker at his first job, producing over 7 figures for the wealth management company he started his career with. He later managed a hedge fund in New York, and with all this experience under his belt, he relocated to Florida to become a founding partner at Sakal Ventures. Although the cornerstone of Sakal is late stage pre-IPO investments, they also focus on long and short-term equity investments. If you are looking to for a secure investment on your hard earned money, as well as substantial growth, Sakal Ventures is one of the top funds to invest in.
Sakal employs a threefold investment strategy independent of each other, with a focus on long-term investments, event driven strategy, and late stage pre-IPO. Sakal generally focuses on companies with a revenue greater than 50 million, and with a growth rate of over 20 percent a year. Their strategy is to make investments into companies that are mispriced by the market due to company specific and/or macro events that are misunderstood by market participants. Also, Sakal generally invests into companies over 500 million. When it comes to long-term investments: Sakal has a holding period of 1-3 years, invests in tech disruptors and companies benefiting from long term secular trend shifts, as well as being able identify industries that are overdue for meaningful digital transformations.
Investing in companies at the right time is what makes Sakal different from other funds, Sakal is able to identify these companies by looking at various elements within a company, such as: wide economic moat, strong cash flow generation, and visionary thinking. They seek to capitalize on the dislocation between current market price and intrinsic value of a security with a valuation focus on the revenue and long-term earnings power of a company. Sakal employs a rigorous fundamental research and in-depth research on business unit economics and industry dynamics to identify best-in-class companies for outsized returns. Sakal monitors over 75 companies in terms of pricing, to find an optimal point of entry when either the price gets distorted by reasons which have no impact on the fundamentals, or when a company matures enough to warrant an investment. All the while, staying vigilant across multiple disciplines and geographies to consistently be ahead of the trend.
Sakal is successful not only because it has cutting-edge process’ in place, but also because it is able to deliver and execute- due to the superstar team that Bort has assembled. Anthony DeBenedicts is a Wall Street titan and capital management veteran, George Ebner is a master analyst and MIT graduate, and AJ Arora is a technology growth wizard. Led by Kris Bort, this all star team produces substantial gains for their clients and has been doing so since the inception of Sakal. Sakal primarily focuses on four sectors, as Bort has identified them to have the best multiples, as well as returns. Cybersecurity, artificial intelligence, plant based foods, and technology are the go to sectors for Sakal, and with their unique approach and one of a kind team, this fund towers over all the rest.
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