Best Of: Market Cycles and Selecting the Best Private Equity Funds

This video brings together several Altaroc experts Altaroc the major current challenges facing private equity: the growing importance of this asset class in family offices’ asset allocation, the interpretation of market cycles since the 2022 rate hike, and how artificial intelligence is viewed as a driver rather than a threat to the vertical B2B software solutions targeted by fund managers. The panelists also detail the philosophy of regular and disciplined investing (the “Re-up” principle), the rigorous fund selection process from among several thousand candidates each year, and introduce three partner managers (Main Capital, Apax, Bridgepoint) along with their respective strategies. The video concludes with a presentation of the updates to the Altaroc .0 simulator, which is now capable of reflecting the actual cash flow dynamics of each Vintage.