Who we are
Dedicated private equity and venture capital professionals with extensive experience and specialized expertise
Source: J.P. Morgan Asset Management; as of December 31, 2024.
Investment strategies
Bottom-up, opportunistic investment approach seeking the highest-conviction ideas
Primary investments
- Small/mid-market buyouts primarily in U.S. and developed Europe
- Early, growth and late-stage venture capital
- Preferred and strategic partner with select access to emerging managers, next “top tier” PE firms and opportunistic commitments

Co-investments
- Small/mid-market buyouts alongside high-quality GPs
- Target less cyclical areas of global market – technology, healthcare, communications, business services, consumer
- No underlying management fee or carried interest with most investments

Secondary investments
- Diversified, LP-centric portfolios of small/mid-market buyouts, with no transaction-level leverage
- Tap into GP network for more restrictive opportunities where we add value
- Focus on both multiples of capital and internal rates of return

Insights
Access our best thinking in private equity investing
1 Includes tenure at both PEG and AT&T Investment Management Corporation (“ATTIMCO”). Outperformance as measured on a net basis using Direct Alpha above a representative public benchmark. Additionally details on PEG’s track record can be provided upon request.
Let's Solve It
For more information, please email us or contact your J.P. Morgan client advisor.