Private Equity Position Paper

March 21, 2011 | Nat Kellogg, CFA, President

The first of a two part series, this paper provides an overview of the private equity asset class as well as recommendations and allocation guidance.

To view this article please Login or Register

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

Dual-axis line chart comparing LBO/M&A/Recapitalization Activity, its average level, and the SOFR (90-Day) rate from 3Q18 through 2Q26. LBO/M&A/Recapitalization Activity ranges from approximately $0 billion to $100 billion, while SOFR ranges from 0% to approximately 5%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.21.2026

Let’s Make a Deal

For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…

09.15.2026

Continuation Vehicles: Worth the Wait?

Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…

Line chart comparing annualized return and annualized risk for stock-bond portfolio combinations from 1976-2019 and 2020-2026. Two lines show the range of return and risk outcomes across portfolio allocations during each period. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.14.2026

No More Free Lunch?

There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…

Combination stacked column and line chart showing U.S. Buyout (private equity) Net Asset Value holding periods, 2011 to 2025. Column categories include holding periods

08.31.2026

Zombie, Inc.

Private equity has always had a few portfolio companies that refused to leave the party. Today, however, the industry appears…

07.24.2026

2026 Halftime Market Insights

This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…

07.22.2026

Under the Radar for the Second Half

The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >