Does the Princeton Everest Fund Deserve an Allocation in Your Portfolio?
We think investors should consider expanding beyond the traditional equity and fixed-income investment to meet long-term return goals.
Potential benefits of investing:
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Adds return diversification of asset classes
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Potential to lessen overall risk during market downturns
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May exhibit lower volatility than public equities1
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The universe of private companies versus public companies is vastly larger2
Investors should determine if the Princeton Everest Fund is right for their portfolio.
Potential drawbacks of investing:
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Investor accreditation standard is required to invest
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Limited liquidity compared to public traded equities
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Higher fees and minimum investments versus traditional asset classes
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An investment in the Fund is speculative, involves significant risk and is not suitable for all investors. It is possible that you may lose some or all of your investment.
- Standard deviation of Class I: 6.68%, S&P 500: 15.81%, MSCI ACWI: 14.98%. Data from 6/1/16 – 8/31/22 Standard deviation is a statistical measure of an asset as it falls and rises from its average price. A low standard deviation indicates a narrow trading range and historically less volatility.
- Sources: World Federation of Exchanges database as of September 2022 US Census Bureau. As of 2021, the most recently available data as of 9/22/2022
Universe of Private Companies are Vastly Larger
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The number of U.S. public companies has been steadily declining from 8,090 in 1998 down to 6,203 in 20211
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A large universe of private companies in the U.S. may represent significant opportunity for private equity managers

- World Federation of Exchanges database as of September 2022.
- Source: US Census Bureau. As of 2021, the most recently available data as of 9/22/2022.