Private Equity

 

Ownership or interest in a company that is not publicly listed.

 

It is often a direct investment into a company to gain significant control and influence over the company’s operations.

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Types of Private Equity Fund Managers

 

  • Leveraged Buyout

  • Venture Capital (early stage companies)

  • Growth Capital (late stage venture companies)

  • Real Estate

  • Infrastructure

  • Fund of Funds

  • Co-Investment

  • Distressed PE

  • Secondaries

Why Invest in Private Equity?

 

Over a ten-year period, private equity has outperformed traditional public equity markets and has been used to diversify portfolio risk. Historically investors have seen a return of 4-5% in excess of public equities over the long term.

 

INVESTING IN PRIVATE EQUITY; JP MORGAN ASSET MANAGEMENT

Types of Institutional Investors

 

Public Pension Funds (43%)

Asset Manager (13%)

Insurance Companies (13%)

Sovereign Wealth Funds (7%)

Endowments (5%)

Other Institutions Include: Private Pensions, Foundations, Banks, Family offices

Leading Private Equity LPs

 

  • CPP Investment Board (Public Pension) Toronto, Canada – AUM 281Bn

  • ADIA (Sovereign Wealth Fund) Abu Dhabi, UAE – AUM 792Bn

  • GIC (Sovereign Wealth Fund) Singapore – AUM 350Bn

  • CalPERS (Public Pension) Sacramento, US – AUM 305Bn

  • APG (Asset Manager) Heerlen, Nertherlands – AUM 432Bn

  • Ontario Teachers Pension Plan (Public Pension) Toronto, Canada – AUM 124Bn

  • CDPQ (Public Pension) Montreal, Canada – AUM 188Bn

  • Washington State Investment Board (Public Pension) Olympia, US – AUM 84Bn

  • National Pension Service (Public Pension) Seoul, South Korea – AUM 461Bn

  • CalSTRS (Public Pension) Sacramento, US – AUM 192Bn

  • John Hancock (Asset Manager) Boston, US – AUM 400Bn

  • Teacher Retirement System of Texas (Public Pension) Austin, US – AUM 133Bn

  • New York State Common (Public Pension) Albany, US – AUM 179Bn

  • Oregon State Treasury (Public Pension) Salem, US – AUM 70Bn

  • TIAA (Private Pension) New York, US – AUM 889Bn

 

PREQIN SPECIAL REPORT: THE PRIVATE EQUITY TOP 100

State of Private Equity Fundraising

 

PRIVATE EQUITY SHATTERS POST-CRISIS RECORD; Private Equity International

US PRIVATE EQUITY FUNDRAISING SWELLS; Reuters

 

WHY PE FUNDRAISING IS FOCUSED ON MIDDLE-MARKET; Generational Equity

Articles of Interest

 

PRIVATE EQUITY IS STARTING 2020 WITH MORE CASH THAN EVER; Bloomberg

 

THE PRIVATE EQUITY MARKET IN 2019; iCapital Network