What Returns Should Investors Expect From Private Equity

The collapse in interest rates, combined with historically high valuations (at least for U.S. stocks), have led many endowments, pension plans (especially those with large unfunded liabilities) and high net worth investors (such as those with their own family offices) to seek alternative investments that might offer more attractive...

Best Practices For The Modern, Data-Driven Private Equity Firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Every private equity fund manager has come to terms with the importance of data; both the game-changing potential of good data and the pitfalls of poorly...

Commitments To Private Equity Funds

Seventeen public pension plans reported commitments to Private Equity funds in July 2019, accounting for $822 million of investments. Q2 hedge fund letters, conference, scoops etc Average commitment size by public plans was $29 million per commitment, with a total of 28 commitments reported. As of July 31, 2019, 100 public plans...

How Private Equity Destroys Investors’ Wealth

Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is...

Verdad Capital On The Great Private Equity Rip-Off

Dan Rasmussen founded Verdad Capital in 2014, and since then he's quickly established himself as one of the industry's rising stars. In 2017, he was named to the Forbes 30 under 30 list. Q2 hedge fund letters, conference, scoops etc Verdad specializes in applying a private equity model to public markets....

Henry D. Wolfe: Why Are Private Equity Good Value Creators

ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses the encouragement of board diversity, CEO independence, the three key things for a better selection criteria, why are private equity...

Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘early’ Investment Opportunities

During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how micro-cap investing is like quasi private equity investing and how that provides significant ‘early’ investment opportunities. Here’s an excerpt from the interview: Q1 hedge fund letters, conference, scoops etc Image source: YouTube...

How To Assess Private Equity Waterfalls

Most private equity funds set their ”hurdle rate,” or preferred return, at around 8%, though this may vary depending on the fund’s strategy. This means the fund manager must generate an annualized net return of at least 8% for investors before the manager can share in any of the...

Richard Rainwater: The Godfather Of Private Equity Pt.2

Continued from part one.  As the quality of the people Rainwater backed improved, so did his returns. "By 1980," Rowe writes in his 1989 profile of the private equity manager, "the Basses and Rainwater had made the progression from being rich to enormously rich." Q1 hedge fund letters, conference, scoops etc rawpixel...

Richard Rainwater: The Godfather Of Private Equity Pt.1

When he passed away in September 2015, legendary dealmaker Richard Rainwater left behind a legacy in the private equity industry. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Described as being the "godfather of private equity" by Kenneth Hersh, the co-founder, and CEO of NGP Energy Capital Management, Rainwater helped...

2019 SALT Conference: The Future Of Private Equity

Notes from Seth Bernstein presentation at the 2019 SALT Conference called “Illiquid Mettle: The Future Of Private Equity.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Illiquid Mettle: The Future Of Private Equity Seth Bernstein - Chairman & Chief Executive Officer, Bernstein...

Women In Private Equity And Hedge Funds – February 2019

Analyzing the demographics of more than 280,000 industry professionals on our database, Preqin looks at the representation of women in hedge funds and at private equity firms* according to geography, seniority and role type. Q4 hedge fund letters, conference, scoops etc Women In Private Equity Key Facts Women are primarily employed in investor...

Alternatives In 2019: A Cautious Approach For Private Equity

Private equity has enjoyed a period of unprecedented success over the past decade, and the asset class is continuing to grow in importance, not only for institutional investors but also the wider economy and society as well. Four core themes underpin this growth. Q4 hedge fund letters, conference, scoops etc mohamed_hassan...

Quantitative Investing With Verdad Capital’s Dan Rasmussen, Nick Schmitz And Brian Chingono Talk Private Equity Style Investing In Small Caps [Full Podcast And transcript

A Q&A session with Dan Rasmussen, Portfolio Manager of the famed Verdad Capital as well as, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. The full podcast is available for all readers, the full 10,000 plus word transcript is available below for ValueWalkPremium subscribers and...

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