23 December, 24

Alternative Investments Insights

David vs. Goliath in Private Equity

The battle for returns: Lower Mid-Market vs. large-cap

In the timeless story of David versus Goliath, a humble unlikely hero overcomes a towering, formidable opponent, proving that skill, agility, and strategic precision can rival size and strength. This archetypal story of strategy overpowering size finds a modern parallel in the world of Private Equity, where small transactions – akin to David – stand in contrast to the large-cap giants that dominate the field. While large-cap transactions often boast immense capital and resources, Lower Mid-Market deals bring agility, niche expertise, and often more hands-on operational approaches to drive growth and value. This rivalry highlights two distinct approaches within Private Equity: the nimble, focused strategies of small & mid-cap deals versus the expansive, resource-rich capabilities of large-cap transactions. In this paper, we will discuss the potential for outperformance in the Lower Mid-Market segment and explore the related avenues for buyout investors.
October 30, 2025

Dynamics of the liquidity slowdown in Private Equity

Exploring the key drivers behind the recent decline in PE exit activity
October 30, 2025

Hedge Funds on a Winning Streak, What’s Next for 2025?

Strong second half in 2024 to close a remarkable year for Hedge Funds. Equity Hedge managers have thrived thanks to healthy sector dispersion. No signs of slowdown ahead. While Merger Arbitrage faced regulatory issues Event-Driven overall benefitted from market strength. Discretionary macro capitalized on divergent policies and global shifts, while Systematic strategies lagged. Relative Value managers sailed through a flawless year with tailwinds still in their favor. Digital asset strategies have outpaced the broader hedge fund industry while shielding investors from crypto volatility.
July 11, 2025

Riding the waves of dispersion

Global markets saw mixed but ultimately positive performance in H1. January opened strong, driven by policy shifts and gains in energy, healthcare, and European equities. February and March were volatile as trade tariff concerns weighed on sentiment, with US tech leading losses and growth stocks sharply underperforming value. Interest rates fell globally early in the period, except for the US where the Dollar fluctuated, and commodities were mixed. April brought heightened volatility but improved sentiment by month-end, with renewed optimism around trade negotiations and potential rate cuts. May saw a strong rebound, led by technology and improving global growth prospects, with Germany and Japan topping regional equity gains. Overall, risk appetite recovered heading into summer.