Practical analysis for investment professionals

Private Equity


Decoding Private Equity Performance

What does a solution to the private equity performance puzzle look like?

In Private Markets, Red Is the New Black

Private capital fund managers do not expect their portfolio businesses to report a profit.

Jason DeSena Trennert: Beware Private Equity Valuations

The real valuation problems today are much more evident in private equity markets, says Jason DeSena Trennert.

Private Equity: Fooling Some of the People All of the Time?

“This time is different” might be the four most dangerous words in investing. “Uncorrelated returns” may just be the two most lucrative.

Just a Little Higher? Antti Ilmanen on the Low-Return Challenge

How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.

Tennis Lessons for Alternative Investors

What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?

Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments? Preston McSwain shares his take.

Private Equity: The Emperor Has No Clothes

Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

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.



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