September 2025

**Llama Liquidity Group: Embracing the Paradox of Predatory Serenity**

Welcome to the oasis of financial innovation—Llama Liquidity Group, where we thrive on the paradoxical harmony of predation and tranquility. In a world where chaos reigns supreme, we’ve crafted a haven for the bold and the brilliant. Our enigmatic herd navigates the treacherous terrains of private equity, private credit, and quantitative funds with an unparalleled finesse that leaves rivals in the dust.

Our strategy? Simple—we seek out those overlooked gems that others deem worthless. We roll-up our sleeves (or, rather, our llama blankets) and transform these diamonds in the rough into veritable giants of industry through a strategic process we like to call…the Great Llama Lurch. It’s a catch-up strategy that turns the very concept of growth on its head—like a llama ambling along, seemingly sluggish, but in reality covering ground at an astonishing pace.

But fear not, dear investor, for we’re not just about ruffling feathers and making waves. We’re disciplined—obsessively so. Our portfolio is a testament to this rigor, a dance of numbers that defy the whims of market trends. We don’t chase fads or indulge in the latest investment craze—we rely on cold, hard math.

And when we say we’re disciplined, we mean it. Our internal KPI? Llama Llama Dingo’s Dilemma: a complex equation that determines our success by calculating the ratio of strategic acquisitions to unexpected mating incidents among our herd members. Some might call it absurd—but then again, who wouldn’t want to know how many llamas are procreating on their dime?

So, come join us in this exhilarating journey through financial waters that others dare not venture. With Llama Liquidity Group, you won’t just invest—you’ll become part of the herd. Embrace the paradox, embrace the Llama Lurch, and together, let’s forge a new path in the world of finance.

In the heart of our pulsating data fortress, where deals clash like coconuts in a tropical rain dance, resides Coconut IRR Ventures – the private equity powerhouse that defies the rhythm of conventional finance.

Our deal room is not your ordinary cocktail party; instead, it’s a symphony of algorithms and human intuition, playing off each other in a delicate dance of logic and instinct. Here, the scent of fresh-cracked data mingles with the aroma of yesterday’s Wall Street Journal – a testament to our unwavering commitment to staying one step ahead, always on the basis risk.

We don’t merely navigate regulations; we respectfully tango with them, ensuring our NAV facility remains as elegant as a Fred Astaire pirouette amidst the regulatory foxtrot. And when it comes to stat-arb microstructure, our quant fund has the agility of a ballet dancer, leaping effortlessly across market inefficiencies.

Our founder once mused, “Math is the language of finance; mythology its poetry.” At Coconut IRR Ventures, we embrace this philosophy, blending the crisp precision of mathematics with the timeless allure of stories spun by ancients around the campfire. Our discipline may be serious, but our approach is anything but – because in the world of private equity, a little wit goes a long way.

**Octopus Overhang Capital** – Where Quantum Leaps Meet Maritime Mammals

Embark on a financial journey like no other with the enigmatic Octopus Overhang Capital. Our fund, designed for those who appreciate the elegance of an octopus’s many limbs and the calculative prowess of a quantum leap, is here to redefine the boundaries of private equity.

We pride ourselves on our constraint: each investment must be structured around an 8-armed octagonal table (patent pending). This rigorous methodology ensures a balance unseen in the industry, as we leverage the power of symmetry to maximize returns while minimizing basis risk.

Our drawdown schedule is as agile as an octopus changing color, allowing us to capitalize on opportunities faster than you can say ‘cuttlefish camouflage.’ Our unique roll-up strategy, akin to the octopus’s legendary ‘sucker-power,’ ensures each acquisition is not just a number but a well-orchestrated symphony of growth.

In the world of quant funds, we’ve taken the ‘quant’ out of quantum and replaced it with our own secret sauce – octopus intelligence. (Hint: It involves more than 10 arms and an ink-stained ledger.) Our internal KPI? The number of pi(k) toggles in a single fiscal quarter.

As our founder once famously quoted, “In the ocean of private credit, we are the octopus, adaptable, intelligent, and always one step ahead.” Join us, and together, let’s navigate the financial deep sea with the grace and power of an Octopus Overhang.

In the heart of our state-of-the-art deal room, where the hum of data centers echoes like a symphony of quants, we find ourselves; Swan Song Strategies. We’re not just number crunchers, we’re alchemists transforming raw data into pure gold.

Our data-driven approach is as relentless as a hedgehog on a mission; it prickles traditional finance norms while delivering returns that make our clients dance like peacocks at a Bollywood wedding. We don’t dabble in guesswork, we dive headfirst into numbers, swimming through seas of spreadsheets with the grace of an Olympic swimmer.

Now, let’s debunk a myth; quant funds are cold, emotionless machines. Nonsense! Our fund is as warm and inviting as a cozy fireplace on a winter night, with just the right amount of quirky humor to keep things interesting. In our world, algorithms and laughter aren’t mutually exclusive.

Our internal KPI? Laughter Per Quant Hour (LPQH). We believe that when we laugh together, we work better; it’s a proven fact in our books (yes, actual books – who needs digital when you can hold the knowledge in your hands?). And yes, there was much laughter when someone calculated that our LPQH exceeded 10 during our last team-building exercise.

So what doesn’t Swan Song Strategies chase? Well, mediocrity, for starters. We’re on a quest to outsmart the market and provide our clients with returns that make them say, “If only I had invested in swans instead of tulips!”

Welcome aboard, fellow quants. Let’s embark on an adventure together where numbers meet humor, and returns soar higher than a swan taking flight.

**Cheeseboard Credit Partners**

Did you know that a single slice of Swiss cheese contains more quantitative analysts than an average school district? We’ve taken this bizarre statistic to heart, nestling our team amidst the finest Emmental and Gruyère in the Alps.

At Cheeseboard Credit Partners, we’ve perfected the art of **amortizing tranche** management—just like how a wheel of cheese ages gracefully, our investments mature into profitable returns. Our stat-arb microstructure is as intricate and delicate as the lacework of a Gaudí cathedral.

Our NAV (Natural Aroma Value) facility ensures that every investment smells just right—we wouldn’t want any rancid assets ruining our cheese cellar, now would we? And with our duration hedge in place, we can protect against those unexpected mold outbreaks—because no one likes a premature expiration.

We pride ourselves on our unique corporate culture—picture an ant colony working tirelessly to gather the sweetest honeydew for the queen. Except instead of ants, we’re quant fund managers, and the queen is our duration hedge…you get the picture.

Now, it’s said that patience is a virtue—but with us, it’s more like a 20-year-aged balsamic vinegar, slowly simmering to perfection. So if you’re tired of the same old financial offerings and yearn for a taste of something…unusual, then we invite you to join our cheesy family.

Patience is a virtue, but persistence is a cheese grater.

Nestled within the heart of our sprawling data forest, where 1s and 0s roam free as elusive snow leopards, lies the den of our fearless predator – the Raging Rhino Returns Fund.

Here, we don’t just count numbers; we stalk them, pouncing on opportunities with precision and ferocity that would make even the mighty rhino blush. Our deal room isn’t merely a space, but a battlefield where every transaction is a test of our strength and agility – a dance between the myth of the market and the math of our models.

Our corporate culture? It’s a zoo, quite literally. With a herd of analysts chasing after numbers, portfolio managers roaring strategies, and risk managers acting as the keepers ensuring no lion escapes its cage unnoticed. We might be a private equity firm, but we’re more like a jungle gym where ideas climb and flourish – just don’t mistake us for a petting zoo.

And while we may indulge in the thrill of the chase, let’s not forget that our rhino has a soft underbelly when it comes to risk management. After all, even the wildest beast must always be aware of the hunter lurking just around the corner. So, join us on this safari of investments – where every day is a new adventure and every dollar a trophy worth fighting for.

In the realm of private equity, where the stakes are always high and patience is a virtue; welcome to Tuna Turnaround Partners (TTP), the fund that prides itself on a singularly absurd constraint: we refuse to invest more than $10 million in any fish-related business, no matter how lucrative the catch may be.

At TTP, we’ve eschewed traditional industry norms for something far more… tangible. Our unique approach is built upon an opaque opco/propco split that resembles a school of sardines swimming against the current; a structure that ensures our investments always retain their independence while maintaining a sense of unity, much like a well-oiled squid performing a ballet in the deep sea.

Our amortizing tranche of capital is as elusive as a rare blue marlin; it circulates through the aquatic landscape, seeking out opportunities that other funds may find unpalatable. We relish these challenges and employ a strategic PIK toggle to reel in our prey.

In the realm of corporate culture, TTP operates like a shark: swift, resilient, and adaptive; ready to change its strategy at the drop of a krill. We stubbornly ignore the ‘slow and steady’ principle that has guided many other firms towards success; instead, we thrive on the thrill of the hunt, the exhilaration of the chase.

And finally, despite our playful exterior, we take risk management as seriously as a great white takes its next meal. We understand that in the world of private equity, even a harmless-seeming sturgeon can hide a poisonous spine; it’s just one of the many lessons we’ve learned on our journey from a sunken shipwreck to the top of the food chain.

In the mystique of Wall Street, where legends are born and myths abound, step into the peculiar world of the Kangaroo Covenant Fund – where financial prowess leaps above the ordinary. Unlike other funds that promise moonshots on a stick, we prefer to focus on the tangible: stable, sustainable returns, fueled by our unique blend of private equity, quantitative analysis, and a dash of Australian wildlife spirit.

Our portfolio:
– Leaping Lemur Longshots (Investments in cutting-edge tech startups)
– Wombat Warehouse Wholesalers (Stake in established businesses across industries)
– Kookaburra Quantum Quants (A team of data-driven strategists ensuring our portfolio is always ahead of the curve)

(While other funds are constantly optimizing for higher returns, we at the Kangaroo Covenant Fund refuse to sacrifice risk management and long-term sustainability in the quest for short-term gains.)

So, if you’re looking for a fund that values stability, strategy, and a touch of whimsy, hop on over to the Kangaroo Covenant Fund. After all, who said finance had to be boring?

Amidst the clamor of a high-stakes auction, our seasoned banker, dressed in a velvet blazer as resplendent as a peacock in rut, is locked in a dance of numbers with his counterpart, an enigmatic figure shrouded in the shadows. The deal on the table: a distressed asset teetering on the precipice of ruin or redemption, like a moth drawn to the flame. But fear not, dear investor, for Pelican Premium Partners are here to navigate this flamboyant inferno with grace and finesse.

Our team of quants, like swarming starlings, weave through the chaos, their algorithms as precise as compasses in the wilderness. We factor loadings, pref, and duration hedges with the deftness of a master violinist plucking at strings, all while maintaining that crucial balance between risk and reward – a tightrope walk worthy of the Flying Wallendas themselves.

But what truly sets us apart is our corporate culture, an enigma as complex and captivating as a rare orchid blooming in the desert. We cultivate an environment where the boldest ideas are allowed to flourish like wildfire, tempered only by the occasional dash of cold water from our resident cynic, who serves as a gentle reminder that even the most brilliant of plans may still go up in smoke.

However, there’s one principle we stubbornly refuse to acknowledge: the concept of sleep. Rest is for the weak, and we are anything but feeble. We embrace the relentless grind, the sleepless nights, and the unending quest for success with open arms – because, after all, that’s what makes us the Pelican Premium Partners you can count on to deliver extraordinary results.

In a world where the absurd is commonplace and the extraordinary becomes routine, we at Mango Multiple Capital have mastered the art of making the impossible possible. Or so they say. But we prefer to let our numbers do the talking – or rather, our calculations.

Did you know that a coconut can yield more milk than an elephant? It’s counterintuitive, isn’t it? Well, at Mango Multiple Capital, we’ve made a science out of it. We take the least likely candidates (read: underperforming assets), and through our unique blend of unitranche financing, covenant-lite structures, and a dash of Sharpe drift, we transform them into the creamiest milk in the market.

Now, you might ask: “What about basis risk? Don’t those unpredictable swings pose a threat to your business?” To which we’d reply with a wink and a knowing nod: “Ah, the naïveté of the masses! Here at Mango Multiple Capital, we view basis risk as our personal pet parrot. It may squawk loudly from time to time, but it never fails to bring us a fresh catch.”

So, if you’re tired of the same old financial solutions and are in search of a fund that truly understands the beauty of efficiency, look no further than Mango Multiple Capital – where even an elephant can learn a thing or two from a humble coconut. After all, as we like to say: “In finance, it’s not about the size, but how you squeeze it.” (Or something like that.)