Private Equity Now – Portfolio Positioning (LP Perspective)


In a world fraught with macroeconomic uncertainty, geopolitical turmoil, and evolving capital markets, LPs must take a consistent, balanced, and tailor-made approach to portfolio construction. As we have seen, a distribution dilemma can create long term program issues for investors beyond an immediate liquidity shortfall. Tools are available to get cash in the door today so that a stable and healthy portfolio can be constructed tomorrow.

This concludes our Private Equity Now series – The Distribution Dilemma. GPs and LPs are navigating an ever-evolving landscape and the pendulum of power continues to swing. Cash, as always seems to be the case, remains king.

▶︎ Read Dec 16th, 2024 Newsletter: here