Experten empfehlen Private Equity

Since the collapse of Lehman Brothers two years ago, few asset classes have been as heavily impacted as private equity, yet historical experience suggests that now is a good time to invest, as listed private equity companies are trading at significant discounts to their net asset value (NAV), with past data showing that these companies tend to outperform global stock portfolios when bought at such discounts.

Authors: Hans G. Nagl
Publication date: 21 September 2010
Published in: Handelsblatt
Volume/ Ausgabe:
Source download link: 20100921_LPX_Handelsblatt Experten empfehlen Private Equity

Heuschrecken zum Anbeißen

In some parts of America and Asia, locusts are considered a delicacy, while in the financial world, private equity firms, often dubbed “locusts,” are currently trading at significant discounts, offering potential attractive returns for contrarian investors, despite risks such as slow IPO markets and uncertain financing.

Authors: Emmeran Eder
Publication date: 6 April 2010
Published in: Financial Times Deutschland
Volume/ Ausgabe: 
Source download link: 20100406_FTD_LPX Heuschrecken zum Anbeissen.pdf

Mit strukturierten Anlageformen individuell gestalten

The article from Börsen-Zeitung (April 12, 2008) discusses the rise of structured financial products, especially certificates on alternative investments like hedge funds and commodities. It highlights the LPX-Major-Market-Private-Equity-Index as one of the few suitable underlyings for private equity certificates, offering private investors access to typically exclusive markets while bypassing tax barriers. The article also covers various product structures, including Delta-1 certificates and leveraged products, and stresses the importance of carefully selecting products to match an investor’s risk-return profile.

Authors: Börsen-Zeitung
Publication date: 12 April 2008
Published in: Börsen-Zeitung
Volume/ Ausgabe: 71
Source download link: 2008-04-12_Börsen-Zeitung_strukturierte_Anlageformen.pdf

Opening Private Equity’s Door, at Least a Crack, to Public Investors

The article highlights the 2006 public listing of a $5 billion KKR private equity fund in Amsterdam, making private equity more accessible to smaller investors through tradable shares. This reflects a growing trend of publicly traded private equity funds, especially in Europe, supported by favorable regulations and innovations like the LPX50 index.

Authors: Heather Timmons
Publication date: 4 May 2006
Published in: The New York Times
Volume/ Ausgabe: 
Source download link: https://www.nytimes.com/2006/05/04/business/worldbusiness/04place.html

Private Equity-Aktien – eine neu entdeckte Anlageklasse

Private equity stocks are a newly discovered asset class that has increasingly attracted the attention of investors in recent years, as publicly traded private equity companies (LPE) now offer a reliable way to analyze performance, risks, and diversification effects through the market-price-based LPX index, thus providing easier access to this previously elusive asset class

Authors: Hans Christophers, Michel Degosciu, Heinz Zimmermann
Publication date: 2 April 2004
Published in: Frankfurter Allgemeine Zeitung
Volume/ Ausgabe:
Source download link: https://www.faz.net/aktuell/finanzen/fonds-mehr/gastkommentar-private-equity-aktien-eine-neu-entdeckte-anlageklasse-1159094.html