Uncovering pockets of value in the largest private equity market

The COVID-19 pandemic has ended a record long economic bull run in the US. While expansion was great for the economy and most businesses, it also posed challenges for private equity return generation – record dry powder, sky high valuations, increased competition for deals.

Though it was clear that reckoning was coming, it was unclear what form it would take. In this short video, our US buyout team explains what measures it took to counter these pro-cyclical forces and how our specialised strategy has positioned us well to navigate such an unprecedented macro situation to realize value over the long-term.

Important Information:

All investments involve risk, including the loss of principal.  Investments in Private Equity involves special risks, including illiquidity, market, and operational risks, and are intended only for sophisticated investors who understand these risks. Smaller-cap companies tend to have less liquidity and greater operational risk compared to larger-cap companies.  The materials do not constitute an offer to sell or a solicitation of an offer to purchase any securities in any jurisdiction.  The statistical data and other factual statements contained herein have been obtained from publicly available documents, or other sources considered by Schroder Adveq to be reliable, but no representations are made as to their accuracy and completeness. The views of Schroder Adveq’s are subject to change.  Schroder Adveq may elect to update the information at some point in the future, but specifically disclaims any obligation to do so, even if Schroder Adveq’s estimates or expectations change.  Past performance is no guarantee of future results.  There can be no assurance that any Schroder Adveq fund and/or an Schroder Adveq managed account will achieve comparable results or that any Schroder Adveq fund and/or an Schroder Adveq managed account will be able to implement its investment strategy or achieve its investment objective.  Any Forward-Looking Statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Fund to be materially different from any future results, performance or achievements expressed or implied by such Forward-Looking Statements. Any analysis of potential investments is based on past performance which is not necessarily indicative of future results. Schroder Adveq and the Fund cannot guarantee that they will actually achieve the plans, intentions or expectations expressed or implied in any Forward-Looking Statements. Investors should not rely on Forward-Looking Statements as representing the views of Schroder Adveq or the Fund.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.