Authored by: Josh Zweig

Is All Growth Investing “Growth Equity”?

No. In recent years, many private investment fund managers have painted themselves with a growth equity brush. Limited partners need to be increasingly diligent to determine if they are accessing the truly differentiated and attractive investment profile offered by actual growth equity.

Declaring a Major: Sector-Focused Private Investment Funds

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The competitive advantages and resulting return profile of sector specialists should not be ignored when constructing a long-term private equity portfolio While it seems clear that a sector specialist should outperform a generalist within their sector of focus, in this paper we introduce data to show that on average sector-focused managers do in fact outperform….