Valtrix Holdings
← Firm

Stewardship

Devin Kasprey

Partner · Investment Committee · reports to Roman Vestrel

1 direct report: Anika Rethmar

$988M

Capital under stewardship

9.9% of firm deployed

13

Companies accountable for

3 sectors

19%

In the largest holding

of this book’s capital

8.2%

Of committed capital

firm total $12.1B

Condition of this book

By company

2
4
4

By capital

$102M
$151M
$359M
$88M
$261M
Deteriorating2Elevated1Watching4Improving1Stable4No coverage1

Portfolio difficulty

Turnaround / underperformer / pre-exit3 of 13
Vehicles this book spansFund II $502M · Fund I $443M · Fund III $43M
SectorsDistribution, Logistics, Transportation
Other roles heldIC sponsor ×3

Management response

Insufficient evidence for a response read

8

Open escalations

4

Companies open > 8 weeks

1

Directions published

Actions complete

1 direction published against this book, and no interventions recorded against it. That is a finding rather than a gap — the interpretation exists and nothing has been committed. Too little tracked action to read a completion rate from.

Portfolio performance

13 companies · sorted by attention