Enhancing Equity Returns: The Case for Adding Small Buyouts to a Portfolio

January 12, 2023

Key Takeaways

1. Small buyout investments are an important component to endowment-style investing and have generated excess returns for investors over the past twenty years.

2. We believe small buyout markets are less dependent on macroeconomic forces like interest rates or the direction of public equity markets making them a diversifying source of absolute returns.

3. Investing in small buyouts takes a unique skillset and a team with deep networks and insight in the space – not only to identify opportunities, but also to offer support to managers as a business and strategic partner.

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