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Blue Sky Capital Resources Insights - Is It Time To Add A PE Index To World Market Indicators?

July 2019

posted by Blue Sky Capital Resources Partnership Growth Fund
4yrs ago 190

For all of you savvy investors who are bristling already with thoughts along the line of “Indexes don’t apply to case based investing” and I don’t trust the stock market, that’s exactly why I am considering placing my trust in private equity investments,” please bear with me for a few minutes. Let’s start with a little background on the stock market and the creation of indexes. Venice, Brussels, Amsterdam, and London all hold their own rightful claim for the creation of the stock exchange as we know it today, and it is generally accepted that trading has been around at least since the 1400’s. In the early years, this exchange looked an awful lot like the private equity markets of today. Regulation didn’t begin to take any serious hold until the South Sea Company bubble burst in 1720. Presently, the global stock exchange is a heavily regulated marketplace generally deemed as close to a “perfect” market as the world has ever experienced. The major indexes provide a high-level glimpse into the trends, performance, and sentiments of major segments of the global economy as a whole. For centuries, the stock exchange was where investors put their money to work, and where businesses raised capital. With the preponderance of take-private transactions and the proliferation of private equity mega funds, it is pertinent to consider that the tides are shifting in the investment field of play.


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.