Bedford Funds, LP

Overview

Bedford Funds, LP is a private equity Opportunity Zone Fund established in 2019, focusing on investments in the future of energy, work, food, and healthy living, with the goal of revitalizing economically distressed communities across the United States. The fund targets a diverse portfolio of assets, employing a unique blended investment strategy that spans multiple sectors, including real estate, infrastructure, renewable energy, and technology. Bedford Funds aims to achieve attractive risk-adjusted returns for investors while fostering positive environmental, social, and governance (ESG) outcomes in the communities it serves. The fund's investment approach is centered on identifying and scaling operating companies within its target verticals, deploying capital into Opportunity Zones nationwide. By focusing on growth, late-stage, buyout, turnaround, and distressed opportunities, Bedford Funds seeks to create lasting impact through job creation, economic development, and community revitalization. The fund's leadership is committed to responsible ESG investing, aligning with the United Nations Sustainable Development Goals and adhering to the Principles of Responsible Investment. Bedford Funds' strategy emphasizes a long-term investment horizon, aiming to deliver absolute returns uncorrelated to public equity and bond markets. The fund's objectives include risk management through diversification, optimal Opportunity Zone tax benefits, and consistent long-term performance. By leveraging deep expertise in alternative investments and driving change in distressed regions, Bedford Funds remains dedicated to providing long-term value to its investors while simultaneously creating lasting wealth in the neighborhoods it invests in.

Investment Focus

• Focus on Opportunity Zones
• Alignment with United Nations Sustainable Development Goals
• Adherence to Principles of Responsible Investment
• Commitment to positive ESG outcomes
• Long-term investment horizon
• Diversification across multiple sectors
• Targeting growth, late-stage, buyout, turnaround, and distressed opportunities
• Emphasis on community revitalization and economic development
• Alignment with Bedford Funds' investment strategy and objectives
• Compliance with relevant federal and state regulations

Portfolio Companies