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investment performance

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Whitehorse Liquidity Partners is a rising star of the preferred equity market, led by one of the industry’s most charismatic figures. What’s behind its success? A strategy treated as ‘genius’ by some and with wariness by others.
Market dislocation
A number of GPs are using flush balance sheets to seed their own distressed debt funds, according to firm head Michael Rees.
Heavily invested legacy vintages might suffer more than funds in market, with the jury still out on whether this crisis will be sharp and short like the GFC, or sharp and longer-lasting running through various cycles.
The covid-19 pandemic represents the first real test of the framework in the private sector. Here’s why.
Two European LPs have already defaulted on capital calls, and more are rumored, as LPs get hit with a one-two punch of large, often early capital calls and drying up distributions.
Coronavirus impact
LPs are encouraging managers to discuss coronavirus over the phone as formal reporting has been limited by the speed at which the pandemic is escalating.
What to do about your December marks (and March); GP-leds must produce the goods.
CFOs are largely planning on leaving their 12/31 marks untouched; Duff & Phelps warns that now is not the time to diverge from your established valuations practices.
Doug Cruikshank talks with senior editor Toby Mitchenall about the growing asset class: how it works, who it works for and what he thinks it can do for sponsors during an economic slump.
Toward (or not!) a standardized metric for private investment performance.
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