Montana Board of Investments is a public pension fund whose portfolio was valued at $15.52 billion as of September 30, 2024. Holdings span private equity, real estate, infrastructure, real assets, natural resources, publicly-traded equities, fixed-income securities, cash, and other alternative asset classes. Its private equity activity covers buyouts, venture capital, special situations, growth equity, distressed debt, co-investment, and less-than-mezzanine investments. These are made across industries such as information technology, industrial, health care, and financials. The real asset portfolio stood at $893.97 million as of September 30, 2024. The executive management team governs the fund's investments, and Mr. Jon Putnam is Chief Investment Officer. RVK acts as LP Consultant.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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