Insights

Sep 29

How Private Equity Creates Value Beyond Capital: What the Evidence Actually Shows

Most private equity pitches lead with governance, operational expertise, and deal sourcing, capital being the easy part to raise. This piece looks at what the evidence actually says about those claims: where operational improvement genuinely drives returns, where it's concentrated in a narrow slice of top managers, and the specific question allocators should ask before taking a track record at face value.

Boardroom representing private equity analysis

Sep 3

Is Private Equity Still Worth It? What the Data Actually Shows in 2026

The math behind private equity has changed: cheap debt and rising valuations used to do most of the work, now a typical deal needs more than double the earnings growth to hit the same return.

Aug 18

Private Markets vs. Public Markets: What Allocators Need to Know

Private markets now account for a growing share of the real economy, but the 'illiquidity premium' investors are promised isn't automatic, it has to be earned through selection.

Jul 30

Farmland vs. Commercial Real Estate: A Portfolio Allocation Perspective

Farmland and commercial real estate are often grouped together as 'real assets,' but their return drivers, and their recent performance, tell very different stories.

Jul 24

Productive Farmland as a Diversifying Real Asset

Farmland occupies a rare slot in a portfolio: income like a bond, long run appreciation, and a history of moving independent of stocks and bonds.

Farmland investing for institutional portfolios

Jul 13

Farmland Investing: The Institutional Investment Case

Why are leading institutional investors increasing their exposure to farmland? Explore the long-term investment case behind this essential real asset.