Kelvin Fu
SGT --:--
Learn · Track 02Levels 101–201

LP portfolio construction

Allocating to alternatives: commitments, pacing, manager selection, GP stakes.

3 pieces · 5 coming soon · All tracks

101 · Foundations

2 published
Essay The Allure of Alternatives: The Rising Demand for Unconventional InvestmentsIn the turbulent waters of 2024, investors are increasingly turning their attention to a diverse and dynamic realm – the world of alternative assets. From private equity and hedge funds to real… Feb 2024 Essay Investing in the Future: How Good is Your Portfolio?Investors have traditionally evaluated portfolios using metrics like volatility, tracking error, and Sharpe ratios. But in today’s world, measuring financial performance alone may not be enough. Many investors now… Apr 2023
  • Coming soonHow a private equity fund works, in one page
  • Coming soonReading fund performance: DPI, TVPI, IRR and MOIC
  • Coming soonFees, carry and the distribution waterfall

201 · Practitioner

1 published
Essay The Strategic Potential of GP Stakes InvestmentsIn the dynamic landscape of private equity, General Partner (GP) stakes investments have emerged as a strategic avenue with significant potential. These investments involve acquiring minority shares in other GPs,… Jan 2024
  • Coming soonCommitment pacing and the denominator effect
  • Coming soonGP stakes, revisited
Next track→

Family offices