Dear Valued Member of the Moonfare Network,
Welcome to the first spring edition of The Satellite. Inside you will find:
Post-Covid, Private Equity Dealers Are Narrowing Focus
The pandemic saw a surge in private equity (PE) investments. The two big reasons for this record growth are increased liquidity worldwide and the pandemic-accelerated adoption of new technology. Driven by this innovation, deal valuations have risen too, all of which have incentivised general partners to specialize and look for niche investment opportunities to generate value and drive returns.
With the help of Moonfare’s Investment Manager Pavel Ermoline, let’s look at the key specialization trends that fund managers employ to move quickly and decisively in a hypercompetitive private market.
“The Beauty of Private Equity is That You Can’t Touch the Investments for Years”
Jochem Theunissen is an experienced private equity investor and a longtime user of the Moonfare platform. “My investment tendencies are tech-related funds, sometimes growth capital and US markets. I also started to look more into risk mitigation and diversification by doing co-investments and investing in some secondary or restructuring funds,” the Dutch investor explained.
In a recent conversation with Moonfare, Theunissen discussed his decision-making as an investor, the opportunities he sees in the market and the appeal of private equity. “The fact that the investments come with a longer hold gives me ease of mind,” he said.
Moonfare’s Head of Investments Explores the Hallmarks of Private Credit
“Given the current inflationary environment, private credit is an interesting tool that provides protection against inflation,” emphasised Sweta Chattopadhyay, Moonfare’s Head of Investments. In a recent Moonfare webinar, Sweta discussed private credit’s defensive characteristics and addressed some of the misconceptions investors might have about what has become the third-largest asset class in the alternatives space.
We invite you to watch Sweta’s explainer video and, if you missed it, jump over to our white paper to learn more about the intricacies of private credit.
Vitruvian’s $35 Million Investment Ripples Through the Media
Vitruvian’s recently announced investment in Moonfare generated a number of high-profile media appearances. Handelsblatt, the German leading business newspaper, described the investment as “an indicator of the attractiveness of German tech companies for foreign investors”. Tech.eu sees Moonfare as a company “addressing the gap” by giving retail investors access to private equity. And Business Insider’s (paywall) Callum Burroughs highlighted the “low entry cost of around $125,000”.
Interested in the exciting world of private markets and the exclusive investment opportunities it offers? Check our selection of top-tier private equity funds by logging on to the Moonfare platform.
If you have any questions, please reach out to one of our representatives. We will be happy to assist you.
P.S.: Update on secondary window closing: interested buyers can submit their offers by no later than Thursday, April 28,18:00 CET. More information on the Moonfare platform.
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Moonfare does not make investment recommendations and no communication, through this website or otherwise should be construed as a recommendation of any security. Alternative investments in private placements are highly illiquid, speculative, and involve a high degree of risk. Past performance is not indicative of future results. Investors may not get back their money originally invested and those who cannot afford to lose their entire investment should not invest. Prior to investing, carefully consider the respective fund documentation for details about potential risks, charges, and expenses. The value of an investment may go down as well as up. An investment in a private equity ("PE") fund or investment vehicle is not the same as a deposit with a banking institution. Investors receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. Investors who cannot hold an investment for the long term (at least 10 years) should not invest. In the most sensible investment strategy for PE investing, PE should only be part of your overall investment portfolio. The PE portion of your portfolio may include a balanced portfolio of different PE funds. For additional information, including Moonfare's affiliates, please see here.