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SOURCE: Bloomberg, S&P, Thomson Reuters

DISCLAIMER: Results of the Accelerate Private Equity Index are hypothetical and do not reflect investment results attained by any investor. Past performance is not indicative of future results. Performance is net of all estimated trading fees but gross of management fees. Investing involves varying degrees of risk and there can be no assurance that the future performance of any investment strategy will be profitable. This does not constitute investment advice.

Private Equity

The Accelerate Private Equity strategy is a systematic, long-short equity investment strategy designed to replicate private equity returns through a diversified basket of liquid, publicly traded securities. The strategy is 130% long equities, with a 30% equity derivative short to hedge the additional market risk from the leveraged long portfolio.

How It Works

The strategy buys a diversified portfolio of undervalued leveraged small and mid-cap stocks in North America, augmented by an integrated multifactor model driven by traditional buyout company characteristics including:

Value  •  Quality  • Size  •  Leverage •  Debt Paydown