Qualitas Funds' News
January 22, 2024
“The current macroeconomic environment makes distributions to private equity investors difficult, but an improvement is expected in 2024”
Contrary to what most industry experts forecasted 2023 marks a significant success in European private equity fundraising.
Read more
January 22, 2024
Offsite Andorra 2024
The Qualitas Funds Team begins the year 2024 united and full of energy.
Read more
January 22, 2024
We renew our image!
We are sure that you have already heard… but just in case… here are our latest news! We are very excited to share with you the new brand image of Qualitas Funds.
Read more
September 7, 2023
Investing in fragmented markets in the UK
To invest successfully in any geography, it is essential to understand its context thoroughly. This understanding allows to identify long-term trends and select the best managers within a chosen strategy. As previously discussed, strategies benefiting from structural tailwinds significantly reduce investment risk, as inherent momentum not only enhances returns when investments are well executed, but…
Read more
July 6, 2023
How to Select a Fund in the French Market
Applying the findings from previous editions of this newsletter, we will present an example of the process of how to select a private equity fund in France.
Read more
June 8, 2023
Example of an investment in the Nordics
As we have seen in previous editions of the newsletter, in the Lower-Mid Market (“LMM”) segment of the private equity market, managers’ performance is often heavily influenced by whether their strategy is appropriate within the macroeconomic context of the country in which they invest. This is explained by the strong link to the real economy…
Read more
May 19, 2023
Peculiarities of regional markets
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…
Read more
April 12, 2023
Investing in tailwinds
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…
Read more
March 13, 2023
The Appeal of Emerging Managers (EM)
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…
Read more
February 10, 2023
Regional or pan-European funds?
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…
Read more
January 16, 2023
Generalist or specialist funds?
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…
Read more
December 7, 2022
Accessing private equity markets
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:
Read more
November 11, 2022
Returns in the Lower Mid Market
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.
Read more
October 9, 2022
Inflation in Private Equity markets
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…
Read more