Caprock Chief Investment, Vivek Jindal, was featured in the article “Advisors Are Chasing Private Markets. Do They Know What They’re Doing?” by Wealth Solutions Report.
While private markets are gaining attention, they remain underinvested. Advisors and clients need a better understanding of the pros and cons of private markets.
“Private market investing is key to creating repeatable returns for clients’ portfolios in a market environment where public market returns are driven by select names and sectors,” remarked Jindal. “In addition, there are fewer public companies now than 20 years ago. Private market funds can deliver accretive returns early in a company’s lifecycle, from venture investing through acquisition or IPO.”
Jindal continues on to emphasize the importance of an advisor’s ability to source and invest in the right companies to drive portfolio returns.
Read the full article here.
Past performance is not indicative of future results. Investments in private placements, limited partnerships and limited liability companies involve additional risk of loss, including the risk of loss of a full investment. Investors need to be aware that these types of investments do not afford the same level of liquidity and/or marketability as traditional investments and may be subject to lock-ups and other liquidity restrictions. The risk of loss described herein should not be considered to be an exhaustive list of all the risks which Clients should consider. Investors in private placements, limited partnerships and limited liability companies should refer to the applicable Offering Documents for additional information on risk factors and risk of loss.
