Size matters – small is beautiful

Akina and Professor Oliver Gottschalg, HEC Paris and PERACS, analysed the fundamental drivers of risk and return in portfolios of private equity fund investments. The findings reveal the superiority of an optimally diversified small/mid-cap portfolio strategy both in terms of return and risk. Furthermore, the results demonstrate the outperformance of the small/mid-cap segment over the large-cap segment in private equity fund investments. 

Please find following more insights into the topic:

 Media Release (64 KB)

 Novum (513 KB)

 Quo Vadis (1.1 MB)

 Study (541 KB)

The impact of portfolio diversification and selection on risk and return in private equity

Die Auswirkung von Diversifikation und Selektion auf Risiko und Ertrag in Private Equity


For further information about Akina's thought leadership, please e-mail Akina at  private.equityakinapartnerscom.

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