The Problem With Private-Equity Funds for The Masses

Ted

FYI: (Click On Article title At Top Of Doogle Search)
In theory, at least, making private-equity funds available to a broader group of investors sounds like a noble idea.

Right now, these funds are mostly the province of institutional investors or very well-heeled retail clients. But “people are going to keep trying to come up with ways to do” private equity for a larger investing base, says Josh Charlson, director of alternative strategy research at Morningstar. “It’s such a desired asset class and return profile
Regards,
Ted
https://www.google.com/#q=The+Problem+With+Private-+Equity+Funds+for+the+Masses+Barron's

BenWP

I found this article strange in that it does not mention buying the stocks of p-e funds like Blackstone, which to me is just like buying a fund.

Old_Skeet

I use LPEFX to gain exposure to private equity; and, I hold this fund in the specialty / theme sleeve found in growth area of my portfolio. My historical annualized return since I purchased the fund in September of 2011 has been about 12.50% and my total return in the fund has been better than 70%. For me, it is a keeper plus it sports an income yield of about 4.5% on amount invested. Over time, I plan to keep adding to the position.