Private equity refers to investments made directly into private companies that are not publicly traded on stock exchanges.
What Role Can Private Equity Play in a Portfolio?
There are now more than twice the number of privately held portfolio companies in the United States than publicly listed companies.1
Private equity returns strive to deliver low correlation to public markets.
Seeks to deliver attractive risk-adjusted returns relative to public markets.
Source 1: Pitchbook and World Bank, accessed 09/19/24. There is no assurance that any trends depicted or described will continue.
An Intro to Evergreen Funds: Private Equity Semi-Liquid Products
“In a semi-liquid structure, investors can access the same institutional investment content with much lower minimums, immediate exposure, simplified tax structures with 1099s and better liquidity with quarterly tender offers. We expect that innovative semi-liquid products will lead to higher private equity allocations in the private wealth market.”
Private Markets Expand Diversification Potential
Source: Pitchbook and World Bank, accessed 09/19/24. For illustrative purposes only. There is no assurance that any trends depicted or described will continue.
Trending Topics in Private Equity
With Sid Murdeshwar, Managing Director, Co-Investments
With Eric Anton, Managing Director, Secondary Investments
Flash Concepts
Involves making an investment into a private equity fund at the time it is being raised. GPs directly invest capital into a company to acquire ownership or equity stakes, which allows for flexible and active management.
Involves the buying and selling of pre-existing private equity fund interests or portfolios, often from other investors seeking liquidity.
An opportunity to invest directly in portfolio companies alongside lead private equity sponsors’ investments.
The risk associated when investors commit to a fund where assets are not yet identified. Investors lack visibility and control as to which investments the fund will make and instead need to rely on the judgement of the GP.
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