About the report

Buyout funds represent the most mature, developed segment in private equity, an asset class that has frequently outperformed the public markets in recent decades, and one that is now becoming increasingly accessible to the individual investor. Any investor considering alternative asset classes needs to understand buyout funds, how they have created value so effectively over the last two decades, and the different ways of incorporating them into their investment strategy.

Key highlights

• ‍From niche to a well established asset class The last two decades have seen a marked shift in the investment landscape as assets and returns have increasingly shifted into private markets.

• ‍Value creation in buyout funds The historic outperformance of buyout funds is no accident. It derives directly from the ability of fund managers to add value to the companies they invest in, generating returns through an active approach to investment and management.

• ‍Investing in buyout funds Investors in buyout funds are engaging in a trade-off: lower liquidity in return for the potential of higher returns, creating the time needed for managers to make the strategic and operational changes that generate value.

‍‍‍‍‍Important notice: This content is for informational purposes only. Moonfare does not provide investment advice. You should not construe any information or other material provided as legal, tax, investment, financial, or other advice. If you are unsure about anything, you should seek financial advice from an authorised advisor. Past performance is not a reliable guide to future returns. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Subject to eligibility.