PE Gets Agile:
Enhancing portfolios with Secondaries and Co-Investments
Roundtable Highlights Reels
As private equity evolves, investors are turning to more agile strategies to sharpen exposure and unlock value. GP- and LP-led secondaries, alongside targeted co-investments, are powerful levers to boost flexibility, optimise liquidity, diversify holdings, and capture value across market cycles.
In the VP’s recent roundtable we brought together experts to explore.
In these short highlight-reel interviews, we focus on the key questions that drove the Panel debate:
- The use of GP- & LP-led secondaries to increase agility and sharpen exposure
- How co-investments diversify portfolios and enhance risk adjusted returns
- How single-asset transactions and emergent GPs can drive alpha
- How technology is transforming due diligence reducing blind-pool risk
With big thanks to our panelists:
Anna Morrison of bfinance
Kunal Chavda of CapGen Partners
Umang Rajbhandari of Barnett Waddingham
Adam Grimsley of Apex Investment Advisory
David Merton of Fulcrum
Dean Wetton of Dean Wetton Advisory
MSIM’s Giuliano Gregori explores:
- The GP-led market’s growth and opportunities
- The GP-led market’s risk/ return profile relative to Buyout
- MSIM’s single asset approach
Carmignac’s Thomas Moyse sets out:
- Introducing the LP-Led Secondaries and Evergreen approach
- LP-led market dynamics and pricing
- Carmignac’s diversified approach to portfolio construction
Federated Hermes’ Christian Mankiewicz sets out:
- How co-investments can enhance PE portfolios
- Why focusing on smaller GPs and companies can add value
- Sourcing and evaluating emergent GPs