Mid-market PE managers less impacted by slowing IPOs
Private equity sponsor-to-sponsor exits have seen notable growth over the past five years, creating a ripe environment for middle market PE managers.
Domestic resilience in vogue amid selloff
S&P firms with a global focus have been at the heart of this year’s selloff. U.S.-oriented firms have skirted trade tensions and fared better.
Small cap stocks confront growing quality issues
70% of Russell 2000 companies that have IPO’d since 2020 have negative earnings, highlighting the challenges facing public small cap markets.
Middle market private equity: Growth at a reasonable price
Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.
Investor sentiment outpacing earnings?
Investor sentiment has raced to all-time highs. Could investors be overlooking potential volatility drivers, including moderating earnings forecasts?
As small caps return to favor, quality remains a concern
Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.
