peHUB Second Opinion 7.21
Scoops: Blackstone is reportedly eying an Asian real estate fund operated by Merrill Lynch. (Deal) Via Abnormal Returns: I haven't read this yet, but I suspect it would be a worthwhile read for both small cap investors and middle market buyout funds. It's a Brandes Institute white paper from April called Is U.S. Small Cap a Viable Alternative to U.S. Private Equity? (SSRN via AR) Spoiler Alert: No. Do good students become good entrepreneurs? (You're The Boss) Recession Not Vicey Enough: Even though the S&P is up more than 43% for the year, the Vice Fund is only up 24%. (Zerobeta)
21 July 2009•1 min read
