Jim Grant tweeted this today so possibly some relevance; I guess not hard to guess the connection with big PE deals and bubbles right before they blow up? Anyway PDF below.
Of the 25 largest global buyout transactions executed in the golden age of 2002-2007, only two failed. The largest private equity funds survived, and the limited partners met their financial commitments. So the world loves the big public purveyors of private equity and so-called alternative assets?
Electron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters, conferences and more According to a copy of the fund's first-quarter letter to investors, the average net exposure during the quarter was 43.0%. At the Read More
