The article challenges the prevailing narrative of a Private Equity slowdown by highlighting the strength of Australia’s mid-market segment. While large-cap global funds struggle with exits, Vantage Asset Management and…
Capital Call vs. Evergreen Funds: Structuring Private Markets Exposure for the Sophisticated Investor
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Evergreen structures are relatively new but are growing in popularity with wealth advisers due to the perceived benefits however the choice between these structures is critical with significant implications for liquidity, performance, and portfolio management. While traditional capital call funds remain the institutional foundation for maximising long-term returns, evergreen funds are becoming more prevalent.
Ultimately, this decision requires understanding the essential trade-off of liquidity versus alignment.
Key takeaways:
- Evergreen structures have doubled in size to USD$50 Bn in 2 years
- Demand is being driven via wealth channels attracted to semi-liquid structures
- Most funds have between 3-5 years track record so liquidity and performance remains untested
- Growth expected to continue
Please click on the link below to read the article.
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