The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital str
The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.
Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.
Strong relationships with fund sponsors (GPs) can open doors to attractive opportunities and positively influence investment outcomes for secondaries investors. Here’s how.