Our conviction lies in a private equity portfolio equally proportioned to i) buyouts and ii) venture capital (“VC”) & growth equity (“growth”), with supplemental exposure to both through iii) co-investments (“co-invests”). In this piece we discuss co-invests, a growing feature in our program and the industry broadly.
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While it is tempting to simply accept and enjoy the lofty returns the markets have provided in recent years, history and experience tell us it is unwise to ignore the risks that accompany the current market dynamics and economic realities. Here, we discuss how we're searching for and finding interesting strategies that can deliver returns regardless of the direction of the markets.
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Historically, private equity has produced returns in excess of public equities. Those results, coupled with other attractive features, such as tax efficiency, a broad and expanding market opportunity, and diversification benefits have led to private equity being a growing component of portfolios. Navigating this space requires deep experience, strong manager relationships, and a continuous presence.
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Gerber Taylor has actively invested in the biotech space since the mid-1990s. Today, we are more constructive than ever about the opportunity set and believe biotechnology is poised to enter a long period of growth and innovation. In April 2020, we launched a dedicated biotechnology strategy.
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What should investors expect over the next 7-10 years? The path forward does not look straight or easy – low returns for traditional beta, the specter of corrosive inflation, and higher volatility/uncertainty. This paper is our broad prescription for such an environment.
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