AMCS Private Trust is an entrepreneur led single family office based in Vienna, Austria. The Trust is funded with the proceeds from the sale of Ventrex Automotive, an Austrian automotive supplier.
In the early 1990s Christian Planegger, our founder acquired Ventrex and reshaped it from a distressed aftermarket supplier into a global Tier 1/Tier 2 supplier. Ventrex was sold to the Dutch conglomerate Aalberts Industries in 2015.
Our focus is on equity and equity like investments which offer attractive long term returns. In addition, the Trust’s long term investment horizon gives us the opportunity to exploit illiquid, less efficient markets when they promise to offer additional returns.
Our strategic allocation to private assets is 60 of total AUM. Constituents include private equity and alternative credit/yielding funds, as well as direct private equity and direct real estate.
Our strategic allocation to public assets is 40 of total AUM , made up entirely of public equities. Given the current interest rate environment, fixed income is not part of our present strategic asset allocation.
The remaining 5% of total AUM are held in cash or cash equivalents which service the Trust’s liquidity needs.
As a Euro based investor the Trust’s strategic US Dollar allocation is limited to 50% of total AUM.
Our private equity fund strategy is focused on manager selection and diversification across regions (US, Europe, Asia), vintages and investment styles (Venture, Growth, Buyout Distressed). Our current portfolio includes GPs such as Pomona, Eagle Tree, Audax, Francisco Partners, L Catterton, Gryphon, Vista, HarbourVest, Asia Alternatives, Orchid Asia, Commonfund Venture , Insight, Cressey CapVest , Warburg Pincus Lee Equity and Alpine.
Our alternative credit/yielding fund strateg y is focused on investments with a high cash yield and risk/return profile be tween public and private equity. It includes GPs such as Crescent, Levine Leichtman, CRC, GSO (Blackstone), Dyal (Neuberger Bergman), Bain Credit, MML, WhiteOak, LGT and Thoma Bravo.
On the direct private equity and real estate side the Trust utilizes its own operational know how, co-investments with selected partners and leverage. The geographical focus is predominantly on Western Europe and the US.
The majority of our liquid assets are managed by investment partners and are divided equally between active and passive strategies. Our current partners include wealth managers such as Goldman Sachs, UBS and Lombard Odier.
A minor part of the liquid assets are managed by t he Trust itself, with the aim of benefit ing from short-term investment opportunities and special situations.
Riemergasse 2/8, A-1010 Vienna