August 19, 2021
Market Trends: A Surge in Distribution Activity
Data-driven insights1 from Bryan Jenkins, Hamilton Lane’s Head of Private Market Analytics Consider where the private markets were one year ago in August 2020. Q1 2020 valuations had just been published, indicating private equity funds2 had declined 8% in a single quarter. Investment activity and, more importantly, exit activity had[...]
July 13, 2021
Forecasting 101: What is the Horizon Model?
We believe in putting the power into the hands of those making investment decisions and providing them the resources to do so. Planning your commitments and stress-testing your portfolio’s potential outcomes made simple. Hamilton Lane’s Horizon Model is a proprietary forecasting tool to provide guidance in the allocation and construction[…]
April 12, 2021
Chart of the Month: 10-Year Annualized Time Weighted Returns
Looking at the 10-year annualized time weighted return, we see an overview of how specific strategies and asset classes have performed over the past decade. By leveraging Cobalt, we’re able to make assumptions about what asset class and/or sub- strategy can provide the strongest returns for a potential investment. This[...]
March 2, 2021
Chart of the Month: Median IRR by Vintage Years
Looking at median IRR by different private market strategies gives us an overview of fund performance by vintage year. By leveraging updated Q3 benchmarks from Cobalt LP, we're able to make assumptions about potential investment returns and keep our clients well informed when it comes to forecasting their portfolios. Scroll[...]
February 23, 2021
The Evolution of Private Investing
As public markets become more unpredictable, investors are looking to the private markets to diversify their portfolio risk and seek returns on their investments. Hence, private investing is becoming increasingly popular among institutional investors across various sectors, geographies and asset classes. However, the volume of funds and portfolios are overwhelming[...]
January 26, 2021
Cobalt: 2020 Year In Review
2020 was a year full of unexpected twists and major disruption to our everyday lives. However, as we transitioned to a fully remote environment, Cobalt was still as dedicated as ever to seek ways of providing the best in class service to its clients. In addition to major platform updates[...]
December 29, 2020
Chart of the Month: Liquidity Ratios and RVPI
By looking at liquidity ratios and RVPI under the context of venture capital and growth equity, we're able to leverage data from Cobalt LP to identify new opportunities in the private markets. Therefore, we're able to continue to make informed decisions and provide meaningful insights to our clients. Scroll to[...]
December 14, 2020
Leverage Cobalt LP During Market Volatility
If we look at the past two decades, we can see a pattern of economic events that impact the market. When that occurs, it becomes critical to have a system in place to let you view, understand and manage that volatility. The development of technology solutions, like Cobalt LP, has[...]
November 20, 2020
Chart of the Month: Median Acquisition Multiple by Deal Vintage
Using Cobalt LP's updated deal level benchmarks for Q1, we are able to run an analysis on median acquisition multiples across different private market sectors compared to each other. Therefore, we are able to understand historical performance in the private markets and see how different market factors may impact performance.[...]
October 30, 2020
Chart of the Month: IRR by Time Strategy and Horizon
Using Cobalt's updated fund level benchmarks for Q2, we are able to run analysis on how IRR across different private market strategies compares to the appropriate public market equivalent. Therefore, we are able to understand historic private markets performance and use that data to drive better business decisions. Scroll to[...]
