Are Secondaries Experiencing a Growth Spurt?
Yes. Secondaries, the “yang” to the “yin” of primaries and an investment strategy nearly as old, are growing, particularly GP-led secondaries.
September 2021
ESG Challenges and Opportunities in Chinese Equities
Investor interest in China has grown over the years as China’s economy expanded and the market opened up to foreign capital. However, environmental, social and governance (ESG) issues remain a key concern for many investors.
September 2021
Building Winning Portfolios Through Private Investments
Building a portfolio that incorporates both private equity and venture capital investments is not straightforward. It requires skill and discipline. In this paper, we review recent private investment performance, discuss how these investments have benefited institutional portfolios, and provide some high-level tips on how to build winning portfolios.
August 2021
Global ex US PE/VC Benchmark Commentary: Calendar Year 2020
In 2020, the Cambridge Associates LLC Developed Markets (ex US) Private Equity and Venture Capital (PE/VC) Index® returned 33.1% in USD terms. The index suffered in first quarter during the onset of the COVID-19 pandemic but recovered quickly and ended the year with the fourth-highest quarterly return since the inception of the benchmark. Because the […]
July 2021
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
Is It Now Growth at Any Price?
In private investing, it appears that way, but a deeper look suggests there could be a method to the valuation madness.
March 2021
Private Investments: Early 2020 View
In this video series, you will hear our practitioners’ thoughts on deal and sector trends, investing in prior recessionary environments, near-term expectations, emerging opportunities, and ways in which they are putting their ideas to work for our clients every day.
May 2020