Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market.

In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M. Hay, CFA®, CMT®, are joined by George Coyle, Chief Investment Officer of Triangulated Capital Management to answer the most pressing questions around Private Equity investing today.

“We had arguably 15 to 20 years of very low interest rates. How much low-hanging fruit or fruit at all on the tree of private equity is left? It seems to me that anything that could be made efficient probably would have been at this point. You just gotta wonder…what’s left to make more efficient?”

Please see important podcast disclosure information at https://monumentwealthmanagement.com/

 

Episode Timeline/Key Highlights:

0:00 Introduction & Important Disclosure

1:13 Guest and Topic Introduction: George Coyle and Private Equity

4:15 Why Private Equity Is Going After the Public Masses

8:02 Should Private Equity Be Included in a Portfolio?

15:13 The Diversification 'Benefits' of Private Equity

25:58 Private Credit and Private Equity

28:49 Public vs. Private Markets

32:09 Fiduciaries Vs. Broker-Dealers

42:58 Alternatives to Private Equity

48:46 Concluding Thoughts

 

About George Coyle:

George is the founder of Triangulated Capital Management, an investment advisor that utilizes tactical investment strategies to produce better risk adjusted returns for investors. George is also the founder of Triangulated Research, a publisher that focuses on thematic secular investment trends.

 

Resources Mentioned:

Principles of Great Traders: https://triinv.com/traderprinciples 

Leveraged Small Value Equities (Study): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647

 

Connect with George Coyle on LinkedIn: https://www.linkedin.com/in/george-coyle-232b7421/

Connect with George Coyle on Twitter/X; https://twitter.com/gfc4/status/1894490001037050247

Market Meditations on Substack: https://triinv.substack.com/

The Stock Market Strategist on Substack: https://mktstrat.substack.com/ 

Learn more about Triangulated Capital Management: https://tricapm.com/

 

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About “Off the Wall”: 

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. 

Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.