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Private equity is often favored over stocks by investors due to its higher returns and lower volatility. However, stocks can sometimes outperform private equity, especially when leveraging legal skew, leverage, and volatility tolerance. While private equity funds provide attractive returns with less market fluctuation, the rise in interest rates and reduced deal-making activity have impacted their performance. Some investors now view liquid equity investments, like those in listed private equity indices, as a viable alternative, offering benefits of both private equity and stock market exposure, with lower fees and greater liquidity.

Authors: Patrick Eisele
Publication date: 30 September 2024
Published in: portfolio institutionell
Volume/ Ausgabe: 2024, 9
Source download link: https://www.portfolio-institutionell.de/mit-liquiden-bausteinen-die-private-equity-performance-konstruieren/

Explores the concept of discounts in listed private equity and argues that current market conditions present a buying opportunity, discussing the resilience of private equity values and the misconceptions about market discounts.

Authors: Dr. Michel Degosciu
Publication date: 10 November 2022
Published in: IFA Magazine
Volume/ Ausgabe:
Source download link: https://www.trustnet.com/news/13340589/dont-mind-the-listed-private-equity-gap

This article discusses how difficult it is to outperform the market, with many experts believing it is impossible to consistently achieve returns above the overall market. However, it suggests that the sharply fallen prices of private equity stocks, some trading at significant discounts, could present an attractive buying opportunity, as similar situations in the past have often led to above-average returns.

Authors: Markus Städeli
Publication date: 27 August 2022
Published in: Neue Zürcher Zeitung
Volume/ Ausgabe: 
Source download link: https://www.nzz.ch/finanzen/die-rohstoffpreise-sinken-lohnt-es-sich-jetzt-einzusteigen-ld.1784875