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FUNDRAISING NEWS | December 02, 2024

OCERS Plans 2025 Real Assets, Private Credit Pacing, Invests $274M in Alts

Tags: Pension Funds, Real Assets, Private Credit, Private Equity, New Investment

The Orange County Employees Retirement System (OCERS) committed a total of $274M across five funds in private credit, real estate, and private equity, and has also announced its real assets and private income commitment pacing plans for 2025.

According to recently published minutes from its November 20 board meeting, OCERS is looking to allocate $450M to real assets investments for 2025, which will represent 6% of the overall pension portfolio. The policy will target four to six commitments of $50M to $100M per individual investment. The pension will also allocate $400M to private income strategies in 2025 for a target weight of 5%. The policy will seek three to five commitments of $50M to $150M per individual investment. 

The pension earlier announced a 2025 pacing plan that would increase its private equity investments allocation to 15% from the current year’s 13%, translating to $750M in private equity target allocation for next year, as reported by Dakota on October 9. 

In terms of new investments, the pension allocated $50M to opportunistic private credit strategy R-Bridge Healthcare Fund II; $75M to value-add real estate LBA Logistics Value Fund X; $50M to growth strategy Oaktree Power Opportunities Fund VII; and $50M to middle-market buyout Linden Capital Partners VI. The pension also committed €45M (~ $49M) with follow-on investment to H.I.G. Europe Middle Market LBO Fund II, another middle-market buyout.

For more public pension insights and a comprehensive library of public plan minutes, book a demo of Dakota Marketplace!   

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Written By: Dakota

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