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Unlocking value in a growing opportunity set

As the opportunity set in private equity has grown and access has been democratized, investors can seek out a wider range of strategies and access points.

Private equity firms generally seek to unlock value in their companies. Driving factors for determining the value of a private equity investment can include the price paid for a company (paying a price below market comparable is sometimes known as “creating value on the buy”), making operational improvements (can include increasing revenue or improving margins), and the exit value.

Multiple ways to unlock value and a focus on multi-year strategic planning versus quarterly earnings reports are some of the potential advantages of private equity for investors without a high need for liquidity.2

Sources

1 Source: Capital IQ, BlackRock as of 6/30/23.

2 A summary of certain risks associated with an investment in private company investments is set forth at the bottom of the page. It is not complete and you should read and consider carefully the more detailed description of the risks associated with an investment in the Fund described in the Fund’s Prospectus before purchasing Shares.

Private equity has historically provided strong performance3


Sources

Important Information – Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

3 For illustrative purposes only. Source: Burgiss, Bloomberg as of 12/31/23. Private Equity represented by the Burgiss Private Equity Manager Universe for the period 7/01/2003 to 09/30/2023. Burgiss data reflects quarterly time-weighted returns. Burgiss data is sourced from limited partners of these private funds and calculates results net of fees and carried interest, providing results that are updated and published on a quarterly basis. It is not possible to invest directly in an unmanaged index.

For more information on the data used above, scroll to the bottom of this page.