Qualitas Funds' News

As seen in previous newsletters, there are different private equity strategies that can deliver good returns, so there is more than one path to success. This is particularly evident in the lower mid-market (“LLM” or “Lower Mid-Market”) segment, where investing in SMEs is closely linked to the real economy. Therefore, it’s important to choose strategies…

As discussed in previous chapters of this newsletter, in private equity there are multiple investment strategies that vary depending on different factors, such as i) the market segment in which it operates (for example: Lower Market, Lower-Mid Market, Mid Market, or Upper Market), ii) the geography (for example: global, pan-European, regional, or local), iii) the…

As we have discussed in previous newsletters, it is reasonable to assert that the lower end of the Private Equity market (Lower-Mid Market or LMM) is the most attractive. SMEs make up about 60% of the economy, yet less than 15% of the Private Equity market provides capital to these types of companies. This creates…

Building on the insights from our last newsletter, this time we will analyze the dispersion of results within each Private Equity asset class by focusing on the geographical scope in which they operate. It is important for investors in this type of asset, commonly known as “Limited Partners” or “LPs”, to develop a strategy that…

Previous editions of this newsletter have highlighted the variation in performance within each asset class. To achieve consistent, high returns, private equity investors (also known as “Limited Partners” or “LPs”) must develop a strategy for selecting the best-performing managers (referred to as “General Partners” or “GPs”). This means targeting those managers that consistently deliver top…

As we have covered in previous editions of this newsletter, private equity is one of the most attractive investment asset classes in terms of both returns and risk profile. Many market thought-leaders support this hypothesis, as can be seen below in latest data from McKinsey’s analysis in its 2022 annual report on private markets:

One of the main reasons why private equity has attracted so much capital from all types of investors over the past decades is because it offers a more attractive return profile than other asset classes.

The first half of 2022 has been characterized by the arrival of the specter that markets have tried to avoid for years: inflation. After years of economic stimuli to encourage consumption, the increase in inflation was an inevitable consequence that has been accelerated by the disruptions in supply chains derived from Covid and the Russian…