Cross-border investment flows have been disrupted, M&A activity has slowed, and institutional investors are rethinking allocations in light of rising capital costs and geopolitical risk.
Amid the macroeconomic noise, there’s a chance to reassess where real value lies — and listed private equity stands out. It offers resilience and a meaningful margin of safety, even during periods of volatility.
While concerns around valuation and liquidity often surface in private markets, listed private equity provides daily-traded access to diversified portfolios of private equity, credit, and alternative asset managers.
This structure offers real-time pricing, liquidity, and a clear view of market sentiment — helping identify where dislocations may present opportunities.
Currently, listed private equity appears significantly undervalued, with many vehicles trading at discounts of over 35% to net asset value as of April.
