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Off the sidelines
Looking at the current state of Private Equity from a Listed PE lens. PE got off the sidelines but here comes volatility again.
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Uday
Private Equity Gains at your local gym
An unexpected email about my local gym getting absorbed into a much larger PE-backed fitness group led me into a bit of rabbit hole on the deals and…
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Uday
4
The end of the tunnel
Private Equity has had a tough 24 months or so with the macro backdrop taking away some key growth levers. Things seem to be picking up but some…
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Uday
Understanding Private Market returns
PE and VC returns have outperformed public markets over long time horizons. The debate lingers on, but here are some interesting findings on how do they…
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Uday
Real Assets get real
The changing nature of infrastructure - from low risk stable asset class to a dynamic higher return investment is driving consolidation amongst GPs to…
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Uday
Not just PE anymore
The largest firms in the business very proudly call themselves “Alternative asset managers” now. The “Alternatives era” is being defined by other…
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Uday
The magnificent seven of PE
The publicly listed Private Equity space is highly interesting to keep an eye on the business of PE. As the latest earnings season rolled over, I looked…
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Uday
Down year vintages age like fine wine
The 'down years' vintages, when PE returns remain subdued for a while have a record of outperforming funds from when the times are good. But why is it…
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Uday
Private Equity's new reality
Two sets of opinions on PE valuations and outlook from the opposite ends of the spectrum.
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Uday
When the going gets tough
Private Equity firms are getting more creative to get the deals over the line and make sure the PE flywheel keeps rolling.
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Uday
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Upping the stakes
Private Equity is believed to be in for a rough ride. The post dives deeper into the key performance drivers of PE and how managers are likely to…
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Uday
1
The two types of wealthy (I)
Looking at two types of wealthy via BX's and LVMH's recent quarterly results
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Uday
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