The core competitive advantage of private equity remains unchanged: highly skilled owners of businesses that have the power to drive transformational change and value creation.
Stephen Catherwood & Ashmi Mehrotra
Private equity investing amidst an ongoing pandemic
Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, have a conversation about private equity investing in an increasingly competitive market, how institutional investors can find attractive opportunities, and the importance of diversity, equity and inclusion considerations during manager selection.
Private Equity Group
As private equity investors since 1980, the J.P. Morgan Private Equity Group (PEG) is one of the longest-standing and most successful PE firms in the industry.
40+ Years
of Experience
An experienced global and diverse team1
Proven
track record
A history of delivering consistent outperformance versus the benchmark2
Significant
alignment
of interest
Invests alongside clients at a target co-investment percentage
Integrated
partnership
Provides broad investment support and risk management expertise
Expertise
and access
Experience constructing diversified portfolios
using a unique and extensive network
Solutions offered include:
Global Private Equity
Emerging Managers
Buyouts
Diversity, Equity
& Inclusion
Venture Capital
Secondary
Investments
Direct Co-Investments
Public Stock
Distribution Management
Growth Equity Partners
Growth Equity Partners taps into the continued growth of private markets and significant pre-IPO value creation opportunities across a range of asset classes and sectors, including consumers, technology and sustainable growth equity investing. They harness the firm's access to technology companies to inform investment ideas and gain insights into emerging and financial technologies to drive value for portfolio companies and clients.
Growth Equity
Brian Carlin, Chief Executive Officer of Private Capital, details the opportunity in early and growth-stage companies across industries. We offer a range of growth equity strategies spanning asset classes and sectors, including consumer, technology and sustainable growth equity investing.
Other Alternatives Capabilities
1Includes tenure at both PEG and AT&T Investment Management Corporation (“ATTIMCO”).
2Investments have outperformed the MSCI World by 650 bps since 2008. Net performance is net of underlying fees and expenses, net of Advisor management and Advisor incentive fees. Net performance represents PEG Fund level cash flows and valuations, as experienced by the underlying investors in aggregate, and are inclusive of underlying fees and expenses as well as Advisor management and incentive fees. Vintage years 2008 – 2021. Gredil-Griffiths-Stucke Direct Alpha (“Direct Alpha”) is an IRR-based methodology used to compare private investments to public markets. The IRR calculated is an annualized excess return, representing the relative out-performance or under-performance of the private market investment to the stated index as of the measurement date.
For more information, please email us or contact your J.P. Morgan client advisor.