Practical analysis for investment professionals

Private Equity


Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

Growing Trends in Private Equity: Secondary Market Investing

What does the private equity secondary market look like these days? Antonella Puca, CFA, CIPM, interviews Brett Hickey of Star Mountain Capital for his take.

Private Equity Presentations: Are Some Tall Tales?

Private investment fund internal rate of return (IRR) and volatility calculations can sometimes be quite misleading. So what can be done about it? Preston McSwain has some recommendations.

Private Equity’s Demise Has Been Greatly Exaggerated

Private equity’s demise has been overreported, according to Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Critics of private equity are not hard to find, and if you listen to them long enough, you’ll hear all kinds of stories that make your stomach turn. No doubt, there have been bad actors abusing the label of “private equity investment.” But private equity is a governance structure, not a business model or industry.

David M. Rubenstein: The Economy, Business, and Making Mom Proud

The Carlyle Group's David M. Rubenstein discussed a broad range of topics at the 69th CFA Institute Annual Conference, from the mating habits of panda bears, to the historical importance of the Magna Carta, to Paul Volcker’s monetary policies in the early 1980s, to Japanese demographics, and beyond.

Bob Geldof: The Promise of Africa

“Why are investors not investing in Africa?” Bob Geldof asked the audience at the 69th CFA Institute Annual Conference. “The data are there, but you lot never look at it. Weird!”

A Valuation Method for Private Equity

A new firm offers up a unique valuation methodology for private equity. In this interview with CFA Institute, Sheridan Porter, cofounder of FEV Analytics, reveals some of the secrets to how they overcome traditional problems in order to value private companies.

Meaningful Private Equity Fund Performance Evaluation

Morten Sorensen and Ravi Jagannathan took on the question of how to effectively evaluate the performance of private equity (PE) funds, and they offered a rigorous theoretical justification for using the public market equivalent (PME).

New Insight into Private Equity

After the hiatus of the credit crunch, when private equity investors were rudely reminded that illiquidity can magnify downside risks, PE is now back in favor, with fundraising at record levels.



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