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CHALLENGES FOR ADVISORS IN MAKING PRIVATE INVESTMENTS

5 MIN WATCH

April 3, 2024

Challenges for advisors in making private investments

Wayne Yi, Partner & CIO, Simon Quick
Private Assets

Key takeaways

  • Private investing is a complex process that requires patience and a long-term commitment. Investors should be prepared to invest through a full business cycle, which can be 10 years or more.
  • Performance and fees need to be in alignment with one another, and with the client’s expectations and goals. A fund’s performance should be evaluated net of fees, and not be easily replicated at a lower cost in a liquid market.
  • While the long-term nature of private investing can be challenging, it gives investors the luxury of time to find opportunities that align with their interests.

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Important disclosures

Lonsdale Investment Management, LLC (the “Firm”) is a wholly-owned subsidiary of Opto Investments, Inc. and is an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser.

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