Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for August 2025 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for August 2025 (Final)
1st ETF 2nd ETF 3rd ETF

Retail Private Equity Funds?

August 14, 2025 • Posted in Equity Premium

How should retail investors view funds offering private equity opportunities? In his July 2025 paper entitled “Private Markets for the People? Or Just More People for Private Markets?”, Ludovic Phalippou assesses the push to expand private equity access to retail investors. He highlights risks embedded in current product design. Based on review of such offerings, he concludes that:

(more…)

Please or subscribe to continue reading...
Gain access to hundreds of premium articles, our momentum strategy, full RSS feeds, and more!  Learn more

Daily Email Updates
Login
Questions?