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The complexities of private equity have acted as an obstacle for many investors, and investing in public markets alone can be a limiting factor, causing them to miss the opportunities that private markets increasingly represent. Understanding the fundamentals of private equity investing can help investors become more confident in this environment, opening the door for accredited and qualified investors to access the remarkable opportunities of investing in private companies. Arnerich Massena has decades of experience navigating these markets, and in this paper, the firm lays out a foundation for interested investors.

“Over the last twenty years, we’ve watched the public stock market shrinking while the private market has rapidly expanded,” says Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA. “Return expectations for public stocks are much lower today than they were a couple of decades ago, so now many of the best opportunities to capture rapid growth can only be accessed through private market investing. We recognize that PE investing can be daunting and uncomfortable for investors not familiar with the process and strategies of building a private equity portfolio; our goal is to provide some of the basics for investors who might be interested in exploring private equity.”