Rethinking Opportunity with Evergreen Solutions
For years, individual investors have built their wealth through public markets. But today’s investment landscape is evolving: fewer companies are publicly listed, and much of the world’s economic growth is driven by privately held businesses. As private markets play an increasingly important role, the opportunities they offer have become more sought after.
In the past, only institutional investors could access the portfolio benefits and long-term potential of private markets. Now, that’s changing. New regulations and innovative solutions are opening the door, making private markets more accessible than ever for individual investors.
Much of the World’s Economic Growth Is Driven by Privately Held BusinessesCompared with public markets, the private equity universe has expanded dramatically and continues to grow. Some 87% of US companies with >$100 million in revenue are private firms.* |
Source: Pitchbook and World Federation of Exchanges. Data as of end Q4 2024, the most recent available data. *Capital IQ, February 2023. Bain & Company “ Global Private Equity Report 2024”. |
Enhancing returns through private equityPrivate equity has delivered relatively strong returns over time compared with other asset classes. Globally, private equity has outperformed public markets by over 3% over the last 20 years. |
Source: Private equity data from Burgiss as of 2024 Q3, representing global private equity returns. Public market data is based on the MSCI World Index for the same period. The MSCI World Index tracks the performance of large and mid-sized companies across 23 developed countries, and can be used to gauge overall global stock market trends. Past performance is no guarantee of future results. ** This chart is for illustrative purposes only to show general market trends for the periods shown. Note that the benchmarks may differ in objectives and strategies from specific private funds, affective risk and reward potential. These comparisons may not accurately reflect any particular fund's strategy. Indexes are unmanaged and can't be invested in directly. |