Tables & Team Notes
Dear Reader,
As we go to press, after the fastest plunge into bear market territory ever, that bellwether stock index, the S&P 500, has just inched into positive territory for the year, and stands only 4.5 percent below its all time high in February. Arguably, that represents the most amazing V-shaped financial market recovery in history. It’s certainly a run that epitomizes the disconnect between the optimism of public markets and the anguish, angst, and sheer unpredictability unleashed by the ongoing Covid-19 Crisis.
We don’t pretend to address the truly tragic elements of the current crisis, but it’s evident in the commentary you’ll find here that Triago believes that at a time when value is particularly hard to identify in the public markets, good private equity managers offer low-risk and imaginative paths for preserving and increasing collective and individual wealth.
As always, we hope the information found here helps you make the right business and investment decisions.
Sincerely, The Triago Team
Contents
Analysis: Private Equity is Raring to Go
PE’s biggest challenge may be the growing disparity between the bleak economy and market values.
Roundtable: Single-Assets
Will Covid-19 Kill Single-Asset Secondaries? Access to portfolio stars may not be enough to counter concentration risk.
Private Equity Blog: June 2020
Denominator non-effect and faith in PE, Bargains despite high prices, The exit drought is an opportunity to boost returns, Opening up PE to US retirement accounts, Early secondaries rise, recycling falls
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