Limited Partners

In today's edition, A former heavyweight LP turned consultant says investors are increasingly looking at local economy themes; Advent approaches its flagship target; PE dealmaking slumps once again.

PE represented about 7.2% of the total portfolio as of December, down from 7.8% percent the prior year, according to its latest annual report.

Head of PE at $38bn pension system believes portfolio’s distributions have fared well in a difficult period for LPs with hefty PE allocations.

Internal asset class evaluations and specific goal assessments are key when looking at performance, John Renkema, who spent more than two decades at the Dutch pension giant, tells PEI.

In today's edition, Valuations are facing scrutiny on multiple fronts; LAFPP makes the case for mid-market, emerging managers; Tail-end specialist Hollyport parts with an equity stake.

In today's edition, Continuation fund activity outstrips traditional secondaries activity; New ESG rules could have a chilling effect on private markets; An APAC rainmaker resurfaces at an international GP.

Shoaib Khan, CIO and director of the New Jersey Division of Investment, says re-ups and new opportunities are being looked at on equal footing, despite being spared liquidity concerns.

In the fourth instalment of PEI Group’s podcast miniseries, we analyse this year’s Global Investor 150 ranking to ascertain the investment strategies of the world’s largest PE investors.

Disciplined entry pricing links directly to value creation, Jonas Nyquist, head of alternatives at the €126.7bn pension, tells PEI.

Global macroeconomic concerns have pushed more investors towards Europe, leaving the UK to take a larger share of activity.