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We conclude our series on the Private Equity liquidity crunch with this question: What do scarce realizations mean for LPs constructing a portfolio in today’s environment? Having reviewed tactical tools and strategies available to investors to find liquidity, deploy capital, and select managers, we turn to building a sound and profitable portfolio.
Every limited partner is unique, but they have commonalities when it comes to assembling a long-term PE portfolio for the long-term. Consistency, balance, and matched goals and outcomes are always important. But what happens to that portfolio in a capital-constrained world with depleted cash in-flows?
✒️ From the Editor: The Lead Left will be on break until the week of January 6th. To all of our readers, best wishes for a safe, healthy and restful holiday season.
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