Hotaling explains that private equity offers a unique value proposition to investors, providing an avenue for diversification beyond what the public markets can offer.
While the private equity landscape has not been immune to the challenges posed by the recent economic environment, Hotaling explains why she remains optimistic about the opportunities that lie ahead for private equity investors.
The pair discuss:
- The significance of diversification across geography, sector, and strategy in portfolio construction.
- How co-investments allow for more targeted capital allocation while benefiting from lower fees and accelerated capital deployment.
- The recent slowdown in capital deployment and the adjustments in valuations.