Fund Selector Masterclass: Private Equity Outlook

Private equity trusts give investors rare access to high-growth companies before they hit public markets, but a disconnect between NAV and share prices has created discounts too big to ignore. Experts from Columbia Threadneedle Investments, HVPE and ICG explain how secondary sales, annual tenders, and progressive dividends are making these structures even more shareholder-friendly. With tech adoption accelerating and European mid-caps delivering robust growth, discover how alternative liquidity methods and pragmatic capital allocation are shaping the outlook. 

Fund Selector: Aniket Das, Head of Multi-Manager Solutions, L&G – Asset Management

Speakers: 

• Richard Hickman, Managing Director, HVPE 
• Andrew Carnwath, Lead Manager of CT Private Equity Trust, Columbia Threadneedle Investments 
• Colm Walsh, Portfolio Manager, ICG Enterprise Trust

Learning outcomes 

1. What private equity exposure adds to an overall investment portfolios 
2. The impact of interest rate expectations on the sector 
3. Capital allocation: how trusts are looking to maintain strong balance sheets

Chapters

• 02:11 Fund Managers: Backgrounds and Strategies
• 10:33 Exits and Market Environment
• 18:46 Software, AI, and Private Equity Exposure
• 27:14 Interest Rates and Valuations Outlook
• 31:50 Capital Management and Shareholder Returns