Private Equity
What does a solution to the private equity performance puzzle look like?
Private capital fund managers do not expect their portfolio businesses to report a profit.
The real valuation problems today are much more evident in private equity markets, says Jason DeSena Trennert.
“This time is different” might be the four most dangerous words in investing. “Uncorrelated returns” may just be the two most lucrative.
How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.
What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?
Should retail investors have access to private equity investments? Preston McSwain shares his take.
Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.
Do private equity presentations overstate an ability to persist?
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.