Investment Knowledge
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After 60/40: The Hidden Cost of Uninvested Capital Through the J-Curve
When building a strategic private markets allocation, the waiting period can carry a meaningful cost…
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Does the Foundation Still Support the Structure? — Why a Portfolio Rebalance Makes Sense Now
Public equities are near all-time highs. By most accounts, portfolios look healthy. But beneath the surface…
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Beyond the Middle Market: Private Equity Investing for a More Demanding Regime
For much of the past decade, the middle market, generally defined as companies with enterprise values roughly between $250 million and $2 billion, has held a favored position in private equity portfolios…
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Portfolio Allocations: Where Does Private IG Credit Belong?
Private investment-grade credit is reshaping portfolio construction by expanding the investment-grade universe beyond traditional public markets…
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Private Market Secondaries: A Core Allocation for Modern Private Market Portfolios
With many traditional primary private equity (PE) strategies facing extended holding periods, a record exit backlog…
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A Reset in Software — And Why Discipline Always Matters
Software has been one of private equity’s most active and crowded sectors over the past decade…