How the wealthy are rewriting private capital investing rules
A major transition is underway from "broken" buyout models towards growth capital with lower deal sizes and longer terms.
From burritos to bins: The megatrends reshaping private equity
Private equity may seem like a world dominated by spreadsheets and enterprise value multiples, but if David Chan, portfolio manager at MLC, made one thing clear at The Inside Network’s Equities and Growth Symposium, it’s that the most successful investors are increasingly backing companies with a direct line into the future.
Alignment a welcome sight in private equity investing
Investors always have to trust the fund managers to which they entrust their capital; but even better than trust is alignment.
Local PE market facing $25 billion value-at-risk reckoning
Australian investors have poured money into private equity (PE) investments in recent years, but asset valuations are prone to the same combination of multiple and margin compression, and interest-rate pressure, that affects the listed markets. A big chunk of the pile of PE value is potentially facing high fire risk.
Coller Capital scores Lonsec green light for secondaries fund
The group says tackling liquidity and accessibility barriers are key to the success of its private equity secondaries fund. Researcher Lonsec agrees, recently giving the fund a 'Recommended' rating on its platform.
Australian investors set to benefit from bilateral beauty of secondaries market
Secondaries now represent a core pillar of many investors’ alternative assets program, according to Coller Capital.
Lower mid-market PE leaders canvas financial advice investment avenues
Two big factors make the case for investment in a financial advice business – or one that supports the industry – compelling, the Brisbane-based PE purveyors believe.
Lower mid-market ripens for agile private equity purveyors
What the Brisbane-based lower-mid tier private equity group is pulling off is emblematic of the success private equity players are enjoying in recent times. But each PE player has their own unique strategy that largely defines just how well they're doing.
How to get a ‘return on time’ in private markets
Private market returns are nothing to sneeze at, but investors need to consider whether their prospective allocation is worth doing the hard work to understand the liquidity and transparency issues that come with it.
Private equity's smaller sectors shine amidst information asymmetry advantage
Companies are eschewing publicly listed markets in favour of private ownership, which has warped the availability of information to investors. For those with access, the advantage is heightened in certain sectors.
Private capital's secret data driving savvy decision-making in secondaries market
The private markets juggernaut is one that has also thrown up a wealth of data that other players can use to sharpen up due diligence when making their own investment decisions – especially in the growing secondaries market.
'Changing dynamic' between public and private markets worth watching: ASIC
Private markets are worth around $14 trillion globally, ASIC believes. It's not sure, and that uncertainty hints at the wider problem – private markets, and their effect on public ones, is still largely a mystery.
Secondaries’ ‘global opportunity’ comes to the land down under
Long the bailiwick of institutional investors, private markets secondaries are now trickling down to the wealth space as the market grows and new vehicles expand access.
Plying the lower-mid PE market for 'hidden gems' with Fortitude's Nick Miller
The phenomenal growth of private equity's big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment Partners are all-too keen to step in to and take advantage of.
'Still weak': Listed asset managers need to evolve rapidly to escape ETF obliteration
With traditional equity managers losing the fight against passive product providers, diversification into more specialist classes of asset management may provide a more sustainable path. But that's a pricey endeavour, and easier said than done.
Lonsec upgrade places Barwon’s listed PE fund on par with Zenith rating
A feeder fund for one of Barwon Investment Partners' founding strategies has been rewarded for its robust return, securing a top rating from a second major research house.
'No short-term phenomenon': Why private capital will not only survive but thrive beyond 2025
Pessimists are still trying to shoehorn the "bubble" narrative into the private capital story, but an EY report highlights not only the rise of this burgeoning 'alternative' sector, but the reasons it's likely to keep growing.
Australian investors set to benefit from the private equity secondaries market
The private market sector has grown to the point that it has a thriving secondaries market operating behind it, which puts investors in line to benefit from the twin pillars of risk mitigation and upside return potential.
Savvy equity plays see Fortitude ride out broader economic slowdown
The Brisbane-based private equity team has made a point of seeking out investee companies that are well equipped to handle a slow-motion recovery in the domestic economy.
There's riches in niches, but only if you know which private capital corners to look in
Private capital might house some of the most in-demand asset classes in the game right now, but the proliferation of providers just reinforces the need to know exactly what you're good at and do it well.
