ZN Mexico Funds

Summary

ZN Mexico Trust (ZNM) and ZN Mexico II, L.P. (ZNM II), collectively referred to as the “Funds,” were launched in 1998 and 2002, respectively, to make private equity investments in middle market companies in Mexico participating in the growth opportunities created by the North American Free Trade Agreement.

Investment strategy and objectives

The ZN Mexico Funds seek to achieve superior returns primarily by making privately negotiated equity and equity-related investments in middle market Mexican companies participating in the economic opportunities generated by the convergence of the US, Canadian and Mexican (NAFTA) economies. Particular economic sectors of interest included consumer products and services, health care, entertainment, suppliers to large corporations or inbound industries, specialized domestic distribution, exports and imports substitutes, environmental-related services and equipment and telecommunications. The Funds seek influential minority or control position investments ranging between US $5-$25 million in size. ZN Mexico Funds are currently closed to new investors. Information relating to the funds is provided solely for the purpose of describing Zephyr Management L.P.’s global capabilities.

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