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Private Markets

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Balancing Growth and Preservation in a Portfolio
6 minutes read

Balancing Growth and Preservation in a Portfolio

Contributed by: Austin Manning, CFP In today’s shifting economic environment, successful wealth management requires more than simply choosing investments that “perform.” It demands an intentional balancing act — between growing assets to meet future goals and preserving the wealth already built through years of effort, risk, and success. For affluent families, corporate executives, and business owners,…
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The Role of Asset Allocation During Volatile Markets
4 minutes read

The Role of Asset Allocation During Volatile Markets

Contributed By: Pijus Bulvinas, CFP Periods of market volatility often generate unease for even the most seasoned investors. News cycles filled with uncertainty and swiftly changing market conditions can trigger emotional decision making, leading to actions that may harm long-term financial outcomes. During these times, one principle has consistently proven its importance: disciplined asset allocation. Asset…
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Navigating the Volatility of Financial Markets: Strategies for High-Net-Worth Individuals
4 minutes read

Navigating the Volatility of Financial Markets: Strategies for High-Net-Worth Individuals

Authored by: Austin Manning, CFP Market volatility is an unavoidable reality for investors, particularly high-net-worth individuals (HNWIs) who have substantial assets exposed to financial fluctuations. While these shifts can create unease, they also bring potential for reassessment and repositioning within a well-structured investment framework. Addressing market turbulence effectively requires a…
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Navigating the Investment J-Curve with Confidence: A Guide to Strategic Private Equity Investing
4 minutes read

Navigating the Investment J-Curve with Confidence: A Guide to Strategic Private Equity Investing

In the realm of private equity investing, a comprehensive understanding of the intricacies of the J-Curve is essential for investors aiming to optimize their portfolios. The J-Curve serves as a graphical representation of the typical return trajectory experienced by private equity funds, illustrating the initial dip in returns followed by a substantial rise as investments mature. This phenomenon is…
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The Rise of Private Debt in Financial Markets
5 minutes read

The Rise of Private Debt in Financial Markets

The landscape of financial lending has witnessed a substantial transformation in recent years, with private debt emerging at the forefront of this evolution. This once-neglected segment of the capital markets has swiftly risen to prominence, garnering the focused attention of investors, borrowers, and financial institutions across the globe. One notable statistic is that private credit and direct lending…
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Venture Capital: Fueling Innovation and Growth in Start-Ups
6 minutes read

Venture Capital: Fueling Innovation and Growth in Start-Ups

Venture capital (VC) plays a pivotal role in financing start-ups and early-stage enterprises with significant growth potential. Such investments enable companies to scale operations, develop innovative technologies, and introduce disruptive products or services to the market. A comprehensive understanding of VC's function in funding start-ups is indispensable for those looking to enter this investment…
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The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors
3 minutes read

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors When it comes to growing and preserving wealth, accredited investors have a unique advantage in harnessing the often-underestimated synergy between public and private equity markets. By utilizing a comprehensive strategy that integrates both markets, investors can optimize their returns and build a robust…
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A Comprehensive Guide to the Private Equity Due Diligence Process
4 minutes read

A Comprehensive Guide to the Private Equity Due Diligence Process

Private equity investments offer the potential for significant returns, but they also carry a considerable amount of risk. Therefore, conducting a thorough due diligence process is crucial to evaluate the viability and suitability of these opportunities. We have constructed a robust infrastructure that allows us to bring private equity opportunities directly to you, ensuring a more transparent and…
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Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor
4 minutes read

Pros and Cons of Private Equity Investing: What You Need to Know as a High-Net-Worth Investor

Private equity investments can be an attractive option for investors looking to diversify their portfolios and potentially earn higher returns. However, before jumping into this type of investment, it's critical to consider whether it's the right choice for your individual financial goals and risk tolerance. What are the pros of private equity investing? Higher potential returns: Private equity investments…
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The Ultimate Guide to Private Market Investing
10 minutes read

The Ultimate Guide to Private Market Investing

Getting Started with Private Markets as part of a Comprehensive Investment Strategy for Accredited Investors. Private Market Investing has become increasingly popular over the years as investors seek higher returns in a low-interest-rate environment and an alternative to the daily volatility of the public markets1. Private Markets can be a profitable venture for the right investor. While investing…
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Integrating Public & Private Market Access

Integrating Public & Private Market Access

With the expansion of Private Markets, Granite Harbor recognizes the significance of offering effective exposure to a growing asset class in investment portfolios. Additionally, we believe that more investment opportunities are electing to stay in the private arena for longer than they previously were. This idea is supported by the fact that: Investment in Private Markets as measured by Assets Under Management accounted for $13.1 Trillion in 20231. This level of investment equates to approximately 30% of the total market capitalization of the S&P 5002. Growth in Private Market investment has increased exponentially in recent years. Since 2018, private market investment has grown by 20% per year1. In 2021, the average size of IPO as measured by market capitalization was $3.96 Billion. In 2010, the average market capitalization was only $545 million3. Sources https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/mckinseys-private-markets-annual-review#/ https://www.spglobal.com/spdji/en/indices/equity/sp-500/#data https://site.warrington.ufl.edu/ritter/files/IPO-Statistics.pdf
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