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Private Capital
Top 5 reasons to consider an allocation to private capital
Investors today are re-evaluating risk and reward in their portfolios. Private credit can fulfill a need for stability, diversification, performance, and yield.
1. Income potential
Private capital can play an important role in portfolio construction as it helps diversify sources of yield and increase overall income potential.
2. Risk-adjusted returns
Highly selective, diversified private capital portfolios with low losses can provide attractive-risk adjusted returns.
3. Interest rate protection
The floating rate nature of senior middle market loans positions the asset class well for an environment with rising interest rates, while also demonstrating relatively stable returns in declining rate environments.
4. Diversification
Private market assets can serve as a less correlated portfolio diversifier.
5. Volatility management
Private market valuation methodologies are robust, often led by third party providers, and driven by true credit fundamentals vs the volatility of market sentiment.
1 Bloomberg, 4Q 2015 to 4Q 2023. “MM Direct Lending” is represented by Cliffwater Direct Lending Index. “Broadly Syndicated” is represented by Morningstar LSTA US Leveraged Loan 100 Index. “High Yield” is represented by ICE BofA US High Yield Index.
2 “Private Equity” and “Junior Capital” are represented by Cambridge Associates Private Investment Benchmarks. “MM Direct Lending” is represented by Cliffwater Direct Lending Index. “High Yield Bonds” is represented by the Bloomberg US Corporate High Yield Total Return Index. “Broadly Syndicated Loans” is represented by the Morningstar LSTA US Leveraged Loan 100 Index. Index data is presented for the period since earliest common inception date from 4Q 2015 to 4Q 2023.
3 Source: Bloomberg, 10-Year U.S. Treasury Change: Board of Governors of the Federal Reserve System (US). Periods shown represent significant rate increases or decreases totaling approximately 1% or more. MM Direct Lending” is represented by the Cliffwater Direct Lending Index. “High Yield” is represented by the Bloomberg US Corporate High Yield Total Return Index. “Investment Grade Bonds” is represented by the Bloomberg US Aggregate Bond Index. Index data is presented for the period since earliest common inception date on 01 Oct 2015 through 31 Dec 2023.
4 Source, Bloomberg, 01 Oct 2015 through 31 Dec 2023. “MM Direct Lending” is represented by the Cliffwater Direct Lending Index. “Broadly Syndicated” is represented by the Morningstar LSTA US Leveraged Loan 100 Index . “High Yield” is represented by the Bloomberg US Corporate High Yield Total Return Index. “Corporates” is represented by the Bloomberg US Corporate Bond Index. “Treasuries” is represented by the Bloomberg US Treasury Index.
5 Source, Bloomberg, 01 Oct 2015 through 31 Dec 2023. “MM Direct Lending” is represented by Cliffwater Direct Lending Index. “Broadly Syndicated” is represented by Morningstar LSTA US Leveraged Loan 100 Index. “High Yield” is represented by ICE BofA US High Yield Index. “Investment Grade Bonds” is represented by the Bloomberg US Aggregate Bond Index. “Treasuries” is represented by the Bloomberg US Treasury Index Total Return Unhedged USD As of Sep 30, 2023.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
Diversification does not assure profit or protect against the loss of capital.
Private equity and private debt investments, like alternative investments are not suitable for all investors given they are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales, concentrated investments and may involve complex tax structures and investment strategies.
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