Evergreen Funds: A Gateway to Private Market Investing
Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.
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Investment Tools & Strategies
65 posts
Guides and insights on the mechanics of investing, covering models, metrics, instruments, and approaches to optimize performance.
Building a Strong Investment Strategy: A Framework for Long-Term Success
A strong investment strategy relies on Investment Policy, Asset Allocation, and Policies & Procedures. It ensures alignment with financial goals, risk management, and adaptability to market changes for long-term success.
Investment Red Flags: When NOT to Invest
Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.
Continuation Funds: Why GPs Are Doubling Down on Their Best Bets
Continuation funds enable private equity managers to extend the life of high-performing assets, providing liquidity solutions while aligning interests of GPs and LPs amidst evolving investment landscapes.
Mastering Due Diligence in M&A
Due diligence in M&A uncovers risks, validates fits, and ensures long-term value. Key areas include financials, legal aspects, operations, and market viability.
Stress Testing Your Investments: The Ghost Portfolio Approach
The Ghost Portfolio approach stress-tests investments by simulating historical scenarios, helping investors identify risks, refine strategies, and enhance portfolio resilience amidst market uncertainties.
Best Practices for Real Estate Due Diligence
Effective real estate due diligence involves thorough assessments of financial, legal, environmental, and market factors. A well-structured checklist aids in identifying risks and optimizing investment decisions for long-term value.
The Hidden Costs of Private Investing (That No One Talks About)
Hidden costs in private investing beyond management fees, including time burdens, legal complexities, and liquidity issues.
How to Build an Investment Policy Statement That Will Stand the Test of Time
An Investment Policy Statement (IPS) is essential for investors, guiding strategy via objectives, governance, risk management, and parameters, ensuring accountability and alignment with investment goals through regular updates.
Asset Allocation Strategies for 2025
Asset allocation strategies for 2025, emphasizing disciplined approaches in buyouts, venture capital, private credit, and real estate to optimize portfolio performance amid evolving market conditions and challenges.