Alternative Investments
PE results can neither be benchmarked reliably nor delivered consistently.
What happened to the negative correlation between the price of gold and the US dollar?
What Enterprising Investor articles most resonated with readers in 2020?
Private equity is not more resilient than other asset classes. Quite the opposite.
Market share change is the indicator to watch when it comes to mutual fund company business performance.
What explains the absence of predictability in private equity performance?
"In private markets, no one can figure out your true performance."
The internal rate of return is dead. Long live the IRR.
Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?
PE and VC performance-enhancing techniques are not just different, they are precise opposites.