US PE/VC Benchmark Commentary: Calendar Year 2020
In 2020, the US private equity and venture capital (PE/VC) indexes shook off first quarter declines to enjoy one of their best years ever, with returns in each quarter surpassing the previous one; for the year, the Cambridge Associates LLC US Private Equity Index® returned 27.8% and the Cambridge Associates LLC US Venture Capital Index® […]
July 2021
Are the Strong Recent US Venture Capital Returns Bankable?
No, not yet, as just over 10% of last year’s performance was realized.
July 2021
Case Study: How a fund portfolio fueled investment opportunities for a family’s total portfolio
The Cervasio family’s wealth was generated by their consulting business, which is now operated by the third generation. Today, an established family office oversees the wealth in accordance with strategic objectives set by the family board. CLIENT BRIEF Client: The Cervasio Family Office Source of wealth: Consulting business Situation: Seeking an advisor for US private […]
May 2021
Investing in 21st Century Infrastructure: Benefiting from the Digital Revolution
The importance of digitisation has grown during the pandemic, as people have relied more on digital platforms, video streaming, and cloud storage. Investment across the digital infrastructure value chain continues to rise in response, and should increasingly be a priority for real asset investors.
May 2021
US Real Estate Outlook: Patience Required
This paper discusses recent trends in US commercial real estate fundamentals and looks ahead to what might be in store for the remainder of 2021. Overall, we are reluctant to sound overly bullish about the broad asset class, as the outlook for some sectors is unclear. Still, for investors looking to immediately deploy capital, we highlight two categories of opportunities.
April 2021
Case Study: Furthering a family’s ESG mission in a private investments portfolio
For generations, the Liu family has sought to make the world a better, more sustainable place. The patriarch of the family built the Liu’s wealth through a two-tiered approach: first, an investment in a manufacturing venture, and second, investing the proceeds of that venture into building an operating business with an environmental mission. CLIENT BRIEF […]
February 2021
Is Distressed Real Estate Actionable Today?
Yes, but the opportunity set is currently limited. To date, the large amount of government stimulus and lax credit enforcements, the differentiated impact of COVID-19 on real estate sectors, and the challenges associated with valuing assets have worked to keep broad-based distress at bay for now.
October 2020
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