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I See Risk, Where’s My Premium?

Finding Growth in an Expensive Market

After back-to-back years of stellar returns, U.S. large-cap stocks have become significantly more expensive. The risks of holding U.S. large-cap stocks have become more evident in 2025, as macroeconomic pressures like tariffs and the rapidly evolving AI landscape create heightened volatility.

Upholding Return Targets

At these valuation levels, markets become highly susceptible to major drawdowns. This raises an urgent question: Where do investors turn now? While public equities present significant risk, bonds alone cannot meet the return objectives of most investors.

Small Companies, Big Returns

For allocators seeking growth while diversifying away from overpriced public stocks, lower- and middle-market private equity presents an increasingly attractive alternative.

While private markets offer compelling opportunities, choosing the right fund sponsor is critical, especially in smaller markets. Fund managers with a proven track record of consistency in process, disciplined principles, and strong returns are better positioned to deliver stability during turbulent market conditions.

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Disclosure: Information presented is for educational purposes only, is subject to change from time to time, and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.