Resources
Marketing Commentary & Insights
Our latest updates on markets, economies, global trends and more.

Blogs•November 5, 2026
Learn what hedge fund alpha measures, how fees affect results, and how interest rates, volatility and stock dispersion shape opportunities and risks.

Blogs•November 5, 2026
Discover how to evaluate a private equity platform for financial advisors, including fees, conflicts, manager due diligence, reporting and capital calls.

Blogs•November 5, 2026
Explore semi-liquid funds, repurchase limits and liquidity risks, and compare their structure with a vintage-diversified program of drawdown funds.

Investment Themes•July 9, 2026
Explore AI adoption in middle market companies, including operating costs, execution risks and the evidence private market investors should request.

Strategies•April 22, 2026
Compare drawdown funds vs. interval funds, including capital calls, liquidity limits, repurchase rules, fees and key considerations for financial advisors.

Strategies•April 22, 2026
Explore Ivy League endowment asset allocation, FY2025 portfolio data, and how alternatives, spending needs and liquidity shape the endowment model.

Blogs•March 19, 2026
Learn what drives the J-curve in private equity, how cash flows differ from returns, and how fees, subscription lines and vintage diversification affect it.

Investment Themes•December 2, 2025
Explore private credit in sports, media and entertainment, including repayment sources, collateral, lender protections and the risks of these financings.

Strategies•October 2, 2025
Explore private market portfolio rebalancing, the denominator effect, commitment pacing and secondary sales, including liquidity limits and transaction costs.

Blogs•August 20, 2025
Learn how a high-water mark affects hedge fund performance fees, with a worked example, a hurdle rate comparison and key fund terms investors should review.

Blogs•August 20, 2025
Compare MOIC vs IRR with formulas and examples. Learn how cash-flow timing, unrealized value, fees and subscription credit facilities affect each metric.

Investment Themes•August 13, 2025
Explore private equity in defense technology, including growth investments, buyouts, procurement timelines, government programs and sector-specific risks.

Blogs•July 18, 2025
Learn how a hurdle rate works in private equity, how it differs from a preferred return, and how catch-ups and waterfall terms affect profit distributions.
