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[...]
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[...]
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[...]
October 13, 2020
New Strategies to Unlock Private Markets Efficiencies
Data is vital for making informed investment decisions, especially within the private markets. Having access to this data can be incredibly challenging for investors. Continue reading to understand how technology can assist in unlocking operational efficiencies for private markets investors. Challenges LPs Face with Data and Technology When it comes[...]
October 2, 2020
Chart of the Month: Buyout Funds vs Public Markets
Buyout funds, within the private markets, will typically invest in companies and aim to improve operations, cut costs and restructure business plans. In some cases, a buyout fund can even help its privately held investments and take them public. However, many investors often wonder, is the risk of investing in[...]
August 28, 2020
Chart of the Month: Monthly Rates of Contribution & Distribution
The Hamilton Lane benchmark data is updated months ahead of other providers. Because of this, we were able to leverage updated Q2 data to view monthly rates of contribution & distribution. The updated data enables us to paint a better picture of the current market environment. Contributions: After two months[...]
August 5, 2020
Importance of a Technology Solution for Timely Data
Using Technology for Timely Data Collection A technology solution can create efficiencies and streamline processes in many industries. However, in the private markets, we are still seeing many LPs who have not adapted to leverage the power of technology. Instead, these LPs are faced with discordant systems. For example, LPs[...]
July 27, 2020
Chart of the Month: IRR by Time Horizon and Strategy
Understanding historic IRR by time horizon within the private markets through Q1 2020 In the most recent quarter, all strategies have had a negative IRR due to the impact of COVID-19 on portfolios. Over longer time horizons, private equity has strongly outperformed all other strategies. Even when all strategies suffered[...]
