OUR FUND
The Idaho Legacy Fund was purposely designed as a perpetual evergreen fund.
It is a different than the classic investment fund as it does not have a fixed term which creates multiple, distinct advantages:
For investors, an evergreen fund facilitates a “grow and hold” investment opportunity.
For investors, an evergreen fund allows portfolio profits to be reinvested, augmenting the long-term compounding of the portfolio.
For companies, an evergreen fund creates the time and freedom to build a company to its optimum value without the pressure to sell.
“…evergreen vehicles are the “holy grail” for private equity managers.”
(Institutional Investor, November 8, 2017)
OUR FUND OBJECTIVES
Create long-term, compounding value for investors.
Create a “grow and hold” strategy to achieve optimum portfolio values.
Strategically align investments in the fund versus “financial transactions” only.
Create long-term, foundational value by investing in “singles and doubles” versus betting on the “home run” to carry the portfolio.
Empower the portfolio with leadership from the Rectify Partner ecosystem.
“Once upon a time the 10-year fund cycle made sense.
But the assumptions it’s based on no longer hold true, curtailing meaningful relationships prematurely and misaligning companies and their investment partners.”
THE SEQUOIA FUND
DOUBLE BOTTOM LINE
LIFTING RURAL COMMUNITIES
•Many micro-caps are located in small, rural communities.
•Majority of cities in region have populations less than 50,000.
•Many struggle to retain and expand their businesses.
•Idaho Legacy Partners will:
Help save & grow high-paying jobs by expanding rural businesses.
Help strengthen rural businesses with experienced talent and strategic capital.