Client Portfolio Manager Daniel Wilk, CAIA® joined Asset TV for an interview on the opportunity in middle market private equity. He addressed the potential advantages of U.S. middle market PE as compared to large caps, the opportunity in secondary markets and investment structures for accessing this key asset class.
Dan described how middle market private equity offers a diversified growth sleeve, highlighting how the strategy has outperformed the S&P 500 across most timeframes. He spoke to why middle market private equity benefits from the trend of more companies staying private for longer, as well as the structural characteristics that fuel its growth as compared to large and mega cap PE.
Finally, Dan gave an overview of secondary markets and compared structures for accessing private equity based on investor preferences for liquidity, timeframe and portfolio management characteristics.
Watch the video for more.