A traditional “60/40” allocation to equities and bonds may no longer be enough to meet long-term investment goals. Every investor who has been in the stock market for any length of time has likely experienced some big wins… and major losses. Anyone who is nearing retirement or currently retired has experienced the heartburn with watching their portfolio drop, sometimes in dramatic fashion.
To mitigate these broad swings, experienced investors and institutions diversify their portfolio with alternative assets, such as Private Equity. Because alternatives tend to behave differently than typical equity and bond investments, adding them to a portfolio may help to lower volatility, provide broader diversification, and enhance returns. Most individual investors have no idea how to gain access to these investments, so how does one invest in the asset class?
Jacob Shulman, Director of Investor Relations at Oak Hill Capital, joins us with his perspectives on how to invest in Private Equity and how it could be beneficial to your investment strategy:
• Why invest in Private Equity
• How to choose a PE Fund that is right for you
• Domestic and global market perspectives on the asset class, including those from individual investors and institutions
