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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.

This website is operated and maintained by Opto Investments, Inc. Certain products described herein and institutional relationships may involve investment advisory services provided by the Firm. This website is presented for financial institutions and investment professionals only and is not intended for individual consumers or retail investors, unless specifically noted.

Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by the Firm or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from external, linked or independent sources, is believed to be reliable, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

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