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From @AcadianAsset Net issuance a sign of bubbles? Does the rise of private assets distort this? Definition: “12-month sum of net issuance, divided by the total capitalization of the market today."
The best private fund lives now stretch well past 15 years. “The old rule of an 8- to 12-year fund life cycle is not a reality for most funds. Top quartile funds don’t actually return capital for 16-20 years.” Source: SVB.
Spike in single stock (ss) vol vs. index vol Storm under the surface
Sources of private equity value creation. Revenue growth is much more important now. Source: @BoringBiz_
Chart from GS shows how separations (like Holcim’s Spinoff of its North America Business) perform across various stages.
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