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Private Equity & Investment

A great piece in the Daily Upside as to some of the struggles with Private Equity. The piece is excellent.
“Why is a skateboard a better investment in 2025 than private equity? Because you can flip it.
A sluggish PE market this year, held back in the second quarter by tariff-induced uncertainty, has left some buyout firms in a bind when it comes to returning cash to their investors. Nevertheless, alternative assets giant Carlyle and investment bank Goldman Sachs have come up with some Tony Hawk-worthy tricks to make the best of the moment.”
The article goes on to say “Last year marked the first time since Bain & Co. started tracking data in 2005 that the private equity industry shrank, with assets under management declining 2% to $4.7 trillion. A slowdown in the sector left investors, who saw a $3 trillion backlog of aging, unsold stakes, wary. While many PE firms are under pressure to convert those stakes into liquidity in time for the approaching maturity dates of their funds, options for exits have stalled.”
The Carlyle Group is broadly outperforming the industry and is up 26% year to date. Apollo Global Management, Inc. in contrast is down 20%.
Billionaire Bill Ackman May Be the Next Warren Buffett — 30% of His Portfolio Is Invested in 2 Brilliant AI Stocks. The Motley Fool. Here Ackman is heavily invested in Amazon (9% of the portfolio) and Uber (21% of the portfolio.).