Private equity involves investing directly in private companies or taking public companies private (known as delisting), with the goal of enhancing the company’s valuation through strategic and operational improvements. Investing in private equity can be an intriguing prospect for investors looking to diversify their portfolios and potentially enhance their investment returns. 

In this brief synopsis, HoyleCohen Portfolio Manager, Robert C. Lopez provides an overview of private equity, and explores several reasons to include in an investment portfolio. Check it out!

Disclaimer: The information provided here is general in nature and is shared for information purposes only; nothing herein should be interpreted as investment or tax advice. Any and all tax laws and/or specific tax rates referenced are subject to change. It should not be assumed that future performance of any specific investment or investment strategy will be profitable. Always consult your CPA/tax advisor/attorney (or reach out to us) to discuss your specific situation. All investments carry the risk of loss, including the permanent loss of principal. Past performance is no guarantee of future results.