Insights
The Case for Diversification: What Manager Dispersion Tells Us About Private Equity Returns
Are investors missing more of the growth story than ever before? Over the past two decades, the global equity landscape...
The Blueprint for Private Equity: Building with the Middle Market
Takeaways 1. Vast Market with Supply & Demand Imbalance The middle market dominates private equity deal flow but remains structurally...
Decoding the Secondary Middle-Market: What It Means and Why It Matters
“Middle-market secondaries” are showing up in more manager pitchbooks—but what lies beneath the label? As the term gains traction, its...
ESG Isn’t a “Nice to Have” – It’s a Business Imperative
ESG is no longer just a feel-good label. Why? Because ignoring ESG today means ignoring risk, reputation, and returns tomorrow....
Quality-Growth Investing: Digging in the Right Sandbox
For us to consider investing in a company, the underlying business must first meet four key criteria. As quality-growth investors,...
How REITs are Leading the Charge on ESG
The global push to decarbonise starts with property — literally. Why REITs hold the key to Net Zero The building...
The Surprising Case for Shell as a Quality-Growth Stock
Some sectors are packed with rapidly growing companies. Energy typically isn’t one of them—but that doesn’t mean some energy companies...
Verra Mobility: Enabling safer streets and cleaner air
Having recently returned from the Beloe family holiday, many readers, like me, will have encountered speed cameras on their long...
Q+A: Pengana’s Amy Pham on how she built the country’s best performing property securities fund
The veteran stock picker discusses the key strategies behind the success of her fund. Amy Pham was among the first...