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Persistence in Private Equity: Utopian Perspectives?

by Diederik Kappelle | Mar 1, 2024 | Monthly Market Intelligence

Private equity managers promote their funds to potential investors based on (strong) historical performance. However, an age-old adage tells us that “past performance does not guarantee future results”. Still, a private equity manager’s track record can be...

Have the Stars of the Market Earned their Stripes?

by Max Wetzer | Mar 1, 2024 | Monthly Market Intelligence

The performance of U.S. stocks over the past decade has been impressive, outperforming other developed countries by ~7% annually. Consequently, investors have no trouble continuing to place (concentrated) bets on the Stars & Stripes. However, from a historical...

Recent Posts

  • Diversification: An Alternative Perspective
  • The (Shadow) Bank of Private Equity
  • Persistence in Private Equity: Utopian Perspectives?
  • Have the Stars of the Market Earned their Stripes?
  • (Un)conventional wisdom in portfolio construction

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