GEM IS Fund | Welcome Packet

February 09, 2024

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Recent Insights

Capital Allocators: AI in the Investment Office (EP.515)

CIO Matt Bank joined a group of fellow CIOs on the Capital Allocators podcast to discuss how each of them is evaluating the benefits and risks of integrating AI into their investment practices today.

The Case for Small Buyouts: Backing Managers Early in the Lower Middle Market

We believe the lower middle market remains one of private equity’s most durable and least crowded sources of outperformance. In our latest research report, we examine the data behind our thesis and explain why we think disciplined manager selection creates a distinct edge.

2026 Outlook Mid-Year Update: The Second Movement

In this mid-year follow-up to our 2026 Outlook, we revisit the four themes shaping this year's markets—AI's debt-financed buildout, accelerating private market access, biotech's continued momentum, and a slowly healing real estate market—and take stock of what's playing out as anticipated and what isn’t.

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