SuperReturn 2025: Insights on LP Investment Strategies with Arvy from Willgrow

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Savvy Capital

41 episodes

5 days ago

The Savvy Capital Show breaks down how winning companies are built across go to market, finance, operations, and competitive strategy. Get practical breakdowns of how real companies win. We go deep on go to market, growth models, pricing, finance and operations, organizational design, and competitive positioning. Guests include CMOs, CFOs, COOs, founders, operating partners, and industry analysts. Expect frameworks, playbooks, and metrics that leaders can apply on Monday morning. Subscribe at savvycapitalshow.com.

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SuperReturn 2025: Insights on LP Investment Strategies with Arvy from Willgrow

Savvy Capital

5 minutes 50 seconds

5 months ago

SuperReturn 2025: Insights on LP Investment Strategies with Arvy from Willgrow

In this episode of the SuperReturn International Savvy Capital Show, host Chris interviews Arvy from Willgrow, a leading family office LP from Lithuania. The discussion covers a range of topics, including the growing market in secondaries, investment philosophies, and key metrics for fund commitments. Arvy explains Willgrow's approach to investing in top-quartile funds, their geographic focus on Western Europe and the US, and their long-term commitment to GPs. The episode also delves into Willgrow's patient investment strategy, their views on DPI versus IRR, and their current focus on fund commitments over co-investments. Arvy also offers advice for first-time GPs looking to partner with Willgrow.

00:00 Introduction to SuperReturn International

00:31 The Appeal of Secondary Markets

01:03 Investment Philosophy and Metrics

01:43 Importance of DPI and IRR

02:25 Willgrow's Long-term Commitment

03:05 Geographic Focus and Investment Strategy

03:43 Family Office Investment Decisions

04:23 Message to GPs and Final Thoughts