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Eight steps to analysing LPE companies

Historically, investors wanting to invest in private equity had a problem. The sector was generating strong returns and outperforming wider market indices, but there were relatively few accessible vehicles in which to invest. Today, there is a wide choice. With some 250 firms to choose from globally, listed private equity has given many investors access to the asset class for the price of a share. The issue for the interested investor is how to analyse listed private equity companies and to select the appropriate vehicles for their portfolio. Our eight steps is a useful guide to this process. Updated in June 2014.

The LPEQ eight steps guide to Investing in Listed private equity

Investors can buy shares in direct investment companies or funds of funds companies. These can be listed in the UK, continental Europe or the USA and they can invest in one or many countries and regions following a wide variety of investment strategies. The issue now for the private investor is not so much one of availability but of how to analyse listed private equity companies and to select the appropriate firms for their portfolio. The eight steps are designed as a useful guide to this process.