Peter Sackmann, CFA, analyst, and portfolio review committee member at Davis Advisors (Davis) visited Australia recently. During this time we asked him some questions about recent market volatility, China, trade tariffs and where Davis currently sees investment opportunities.
To read the Q&A, click here.
Listed private equity offers investors an attractive opportunity to enhance portfolio diversification and invest in assets that provide additional sources of potential return
Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.
Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to
