Discover How to Invest: Use Private Equity to Get Higher Returns

 Discover How to Invest: Use Private Equity to Get Higher Returns



Would you like to know how to make 44% yearly returns on your investments? Next, think about private equity.

According to Venture Economics and Morningstar Principia, between 1992 and 2002, the top 25% of U.S. private equity managers generated an annual return of 44.5%, while the bottom 25% only generated a return of 14.3%. Top private equity firms have produced returns so strong that even private institutional endowments, such as Yale University's, anticipate that their 17.5% private equity investment would account for over a third of their portfolio return (Source: Yale Endowment 2003 report).

Private equity risks are frequently misinterpreted. Even while private equity has been a popular investment vehicle for many rich individuals for many years, there are still a lot of misconceptions about it. Both a broad range of sectors and a wide variety of structures are covered by private equity funds. To just a few, there are mezzanine financing funds, venture capital funds, distressed debt funds, and leveraged buyout funds.

Investors frequently have the incorrect impression of private equity as a murky industry. On the other hand, compared to publicly traded corporations, the businesses that make up private equity funds usually exhibit far greater levels of openness. Private equity fund forensic accountants have access to a company's accounting on a level that public equity analysts can only imagine, allowing them to look for flaws or bleeding business units. Moreover, a number of well-known private equity firms appoint former state heads and cabinet members to their boards; the advantages of this are obvious.

The Carlyle Group is one such instance. An ex-American president, a former British prime minister, a former president of the Philippines, a former U.S. secretary of defense and deputy director of the CIA, a former secretary of state, and a former White House budget advisor were among the notable figures that the Carlyle Group was able to list as board members or senior advisors at one point in recent history. Furthermore, the elite makeup of board members is increasingly the norm for private equity firms rather than the exception. The success of a given private equity group can be greatly influenced by finding the private equity firms with the most powerful board members and advisors due to the strong business and political ties that these funds have.

You may question, "So what's the downside?" Private equity is a private society. The minimum buy-in threshold is typically $250,000, though it can occasionally be $500,000 or higher. The liquidity may be poor as well, depending on the kind of private equity fund you invest in. If you invest in a leveraged buyout fund, for instance, investors frequently get paid back when the private equity firm restructures the business and puts it on the stock exchange. For a speedy turnaround, this process could take six months, but it could also take several years. It goes without saying that the decreased liquidity means you have to be extremely affluent in order to benefit from the extended time horizons associated with private equity fund earnings.

However, the possibility of extraordinary gains may outweigh these disadvantages. A closer look at private equity is warranted if you have the financial means.






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