private equity

The phenomenal growth of private equity’s big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment Partners are all-too keen to step in to and take advantage of.

The Brisbane-based private equity team has made a point of seeking out investee companies that are well equipped to handle a slow-motion recovery in the domestic economy.

The Brisbane-based private equity team is backing the further expansion of its New Zealand-based Action Adventures, which has just made its second US company acquisition.

“There are a range of different ways to invest in the energy transition thematic,” Fortitude explains, adding that the opportunities on the periphery often present the greatest value.

Cashed-up baby boomers in the market for yield are finding that it’s increasingly being delivered by non-listed assets with a palatable risk profile. And that’s not the only tailwind behind the burgeoning sector.

The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been key ingredients so far, along with support from the NZ government.

After a “frenzy” in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however, especially for management teams with patience and a little bit of nous.

Private equity may provide outsized returns, but it comes with a liquidity catch. Traditional listed equity investing doesn’t, but it has its own drawbacks. Combine the two, says HMC’s Victoria Hardie, and you have a better balance.

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers, while its safe-haven characteristics stand out in the uncertain macro environment, according to David Chan and Cameron Brownjohn.

This week we caught up with Luke Spiller, a partner at Melbourne-based Scholten Collins McKissock Wealth Management. Luke is an up-and-coming leader in the financial advice industry, a ‘lifer,’ so to speak, who points to the evolution of investment markets as a key reason why he is as excited as ever to be in the…