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:

  • Adds return diversification of asset classes

  • Potential to lessen overall risk during market downturns

  • May exhibit lower volatility than public equities1 

  • 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:

  • Investor accreditation standard is required to invest

  • Limited liquidity compared to public traded equities

  • Higher fees and minimum investments versus traditional asset classes

  • 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

  1. Standard deviation of Class I: 6.40%, S&P 500: 15.63%, MSCI ACWI: 14.78%. Data from 6/1/2016 – 3/31/2025. 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.
  2. World Federation of Exchanges database as of December 2024. US Census Bureau as of 2023, the most recently available data as of 5/12/2025.

Universe of Private Companies are Vastly Larger

  • The number of U.S. public companies has been steadily declining from 8,090 in 1998 down to 5,422 in 20241

     

  • A large universe of private companies in the U.S. may represent significant opportunity for private equity managers

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  1. World Federation of Exchanges database as of December 2024, the most recently available data as of 5/12/2025.
  2. US Census Bureau. As of 2023, the most recently available data as of 5/12/2025.