At Wilsons Advisory, we believe an allocation to private equity (PE) makes sound strategic sense within the broader alternative investments portion of diversified portfolios. In our view, the case for private equity investment rests on three key pillars: a strong performance track record for the asset class, a deep and differentiated opportunity set, and significant diversification benefits.
Private equity forms a key part of our alternatives asset allocation, providing investors with an actively and expertly managed diverse exposure to private businesses that would otherwise be inaccessible to non-institutional investors. Here we outline our case for private equity, covering:
- - Private equity (PE): What’s the deal?
- - Why invest in private equity?
- - What makes private equity so successful?
- - Challenges facing private equity investors?
- - Why invest in private equity today?
- - How to position private equity in a portfolio
About Wilsons Advisory: Wilsons Advisory is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons Advisory to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons Advisory is staff-owned and has offices across Australia.
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Written by
Rob Crookston, Equity Strategist
Rob is an experienced research analyst with a background in both equity strategy and macroeconomics. He has a strong knowledge of equity strategy, asset allocation, and financial and econometric modelling.