Listed Private Equity

Private equity involves the investment of equity capital in private businesses, providing long-term committed capital to support unlisted companies in their growth and success. Listed Private Equity (LPE) refers to private equity companies that are publicly listed on stock exchanges. These companies follow the same business model and exhibit similar risk and return characteristics as their unlisted counterparts.

Investing in Listed Private Equity offers shareholders immediate access to a diversified private equity portfolio with unique advantages.

Liquidity

Provides liquid exposure to the private equity asset class without capital lock-ups or fixed investment horizons.

Access

No minimum investment requirements, offering direct and immediate exposure to a diversified private equity portfolio without the typical J-curve effect.

Transparency

Listed status ensures high standards of disclosure and a transparent private equity investment portfolio.

Diversification

High diversification across regions, private equity investment styles (buyout, growth, venture), and financing methods (equity, debt, mezzanine).

Cost Efficiency

No transaction costs beyond the bid-ask spread, with average management fees lower than those of traditional private equity funds.

Performance

Demonstrates long-term outperformance compared to all major asset classes.

Discount Opportunities

Depending on market conditions, investors can often acquire shares at a discount to the fundamental value (Net Asset Value).

Related Links

A Primer to Listed Alternatives

More Information

DLX Direct Lending Index Series

More Information