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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Global diversification is an integral component of Gerber Taylor’s approach to asset allocation; however, given the recent dominance of the S&P 500 Index and the natural tendency of investors to extrapolate recent trends far into the future, many are questioning the value of an allocation to international equities.
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Fixed income has traditionally served as the primary source of portfolio stability due to its key characteristics of low volatility, capital preservation, and limited correlation to equity-oriented strategies. With interest rates at these levels, multi-strategy portfolios offer structural advantages vis-à-vis core fixed income as a source of portfolio stability and real return.
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