Private Equity

The Right Manager, the Right Risk Level

Private equity investing seeks to generate substantially greater returns than the traditional equity markets, enhancing overall portfolio performance. The opportunity to achieve such performance often entails higher levels of risk and very limited liquidity.

Private equity consists of investors and funds that make investments directly into private companies or conduct buyouts of public companies that result in a delisting of public equity. Capital for private equity is raised from retail and institutional investors, and can be used to fund new technologies, expand working capital within an owned company, make acquisitions, or to strengthen a balance sheet. Venture capital is a form of private equity focused on funding startup businesses that do not have access to the capital markets.

Given these factors, there’s a great deal of specialization among management firms, and Monroe Vos works closely with clients to structure a plan that’s diversified by style and vintage year and to identify the best qualified, most appropriate managers. When managers are retained, we follow their progress with performance analytics and qualitative updates.