Finding the value in private equity

When comparing the returns of public and private equity portfolios, investors often harbour misconceptions of how those managing private market allocations create superior results. Relying on legacy stories of of managers piling substantial debt into acquired companies, to the stripping of assets and dismantling elements for sale, many investors need to take a fresh look at this sector, which has matured significantly over the past decade.

In our latest paper on private equity, we delve into five commonly held misconceptions about the asset class, and examine how it is not significantly or materially different to publicly owned stocks and shares.

The paper also offers an insight into how skilful GPs can generate above-market investment returns through deep and direct involvement in transforming portfolio companies, and the incentive of direct benefits from their success.

Find out what private equity could do in your portfolio.

William T. Charlton, Jr., Ph.D., CFA
by William T. Charlton, Jr., Ph.D., CFA

Global Head of Private Markets Data Analytics and Research

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    July 2021