Also known as MCERS
Montgomery County Employees' Retirement System's investment portfolio is valued at $4.92 billion as of March 31, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, and cash. As of March 31, 2024, the private equity portfolio was valued at $1.13 billion representing 23.1% of the total portfolio. The private equity allocation consists of $216.8 million invested in private debt strategies. This is an increase compared to September 30, 2023, when the private equity portfolio was valued at $1.08 billion. Investments in private equity include buyouts, co-investment, distressed debt, mezzanine, secondaries, private equity growth expansion, and venture capital fund strategies. As of March 31, 2024, the real asset portfolio was valued at $886.9 million. The fund's investments are governed by the executive management team, with Mr. Kevin Killeavy serving as Chief Investment Officer. Albourne Partners, Franklin Park Associates, and NEPC serve as LP Consultants.
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Montgomery County Employees' Retirement System is a public pension fund based in Rockville, United States, managing approximately $4.9B in assets.
Montgomery County Employees' Retirement System is headquartered in Rockville, United States.
Montgomery County Employees' Retirement System manages approximately $4.9B in assets under management.
Montgomery County Employees' Retirement System was founded in 1965.
Montgomery County Employees' Retirement System focuses on Agriculture, Buyout, Co-Investment, Debt - General, Distressed Debt, Growth/Expansion, Hedge Fund, Infrastructure - General.
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