All insights
7 min read
Understanding and navigating capital calls
Capital calls are an important process to understand before you start to invest in private market funds
8 min read
Dispersion in private markets funds and why it matters
Dispersion of returns from private funds is wider than for public ones, making fund selection critical.
7 min read
Cash flows in private markets funds
It is important to understand the likely cash flows to and from private funds prior to investing.
7 min read
Private funds' edge in differentiated AI exposure
Private funds offer more direct exposure to disruptive AI, and can actively select promising companies.
18 min read
Four things we’re watching in 2023
We identify two big questions and two investable themes we think are most relevant to advisors in 2023.
3 min read
Signs of a pricing power shift favoring private funds
An uptick in "take-privates" likely foreshadows a bounce back in private equity deal activity.
6 min watch
Introducing a private markets allocation
David Barnard and Dan Feder discuss the whys and hows for advisors introducing a private markets allocation
3 min read
Markets may be too optimistic about 60/40 prospects
Markets appear to be pricing in the most optimistic scenarios for inflation and growth
26 min watch
Exclusive interview with Mark Machin & Joe Lonsdale
Opto CEO Mark Machin and Chairman Joe Lonsdale discuss the state of the market.
5 min watch
How we think about selecting top fund managers
Our Vice Chairman and Head of Investment Management give a high level overview of our due diligence process