Bain Capital Public Equity, LP

Bain Capital Public Equity advises pooled investment vehicles on a discretionary basis, principally the Bain Capital Public Equity Global Partners Fund and a related co‑investment vehicle, and it also serves as adviser to a 1940 Act registered fund (BCEOF) and as sub‑adviser to a UCITS. Investment advice is provided to the funds and their general partners rather than directly to individual investors, and the firm’s brochure states it had approximately $242.2 million in assets under management as of December 31, 2025.

The firm’s investment process emphasizes fundamental strategic and financial analysis—industry dynamics, competitive positioning and management assessment—and typically seeks long‑term appreciation in publicly traded companies, allocating between long positions and, where mandates permit, short positions. Bain Capital Public Equity’s stated strategies include the use of derivatives (swaps, contracts for differences, credit default swaps and options), securities lending and financing techniques, and the funds may employ leverage, margin and other borrowing arrangements as part of portfolio management and risk/hedging activities.

Compared with many peers, Bain Capital Public Equity combines traditional public‑equity research with responsibilities for an SEC‑registered investment company and a UCITS sub‑advisory role, and it operates alongside an affiliated broker‑dealer, Bain Capital Markets, LLC, which acts as placement agent and provides capital markets services to related portfolio companies. The brochure also discloses arrangements that can result in different economic or borrowing terms for certain investors (for example, employee investors) and describes fee and expense allocation practices and the firm’s use of complex instruments and financing that may be less common among investment managers focused primarily on pooled vehicles.