Subscribe
Sign in
Home
Notes
Chat
Case Studies
Archive
About
Table of Contents
The complete guide to Accredited Investor Insights
Mar 18
•
Leyla Kunimoto
14
Latest
Top
Discussions
Variant Alternative Income Fund (NICHX): Positive Returns, Shrinking NAV
How distributions and write-downs explain the paradox (and what to watch for)
Apr 16
•
Leyla Kunimoto
39
1
1
Beware of AAR
When IRR is looking worn and tired, there's always AAR
Apr 12
•
Leyla Kunimoto
54
2
JPM Private Markets Fund: Losing Money on Operations, Up 74%
How a $1.4 billion fund generates double-digit returns without a single profitable quarter
Apr 8
•
Leyla Kunimoto
52
9
3
$1T in PE Zombie Funds, PC Gates Multiply, and CRE Fundraising Bounces Back
🗞️ Sunday digest: private markets insights 4/5
Apr 5
•
Leyla Kunimoto
52
2
3
BlackRock TCP Capital: Non-Accruals Down, Losses Up
How a BDC ran out of accounting offsets (and NAV fell 19% in a single quarter)
Apr 2
•
Leyla Kunimoto
41
7
2
Cliffwater's Cascade Private Capital Fund (CPEFX)
23.5% of the portfolio is effectively a fund-of-funds-of-funds (you read that right)
Mar 28
•
Leyla Kunimoto
48
3
The Prisoner's Dilemma: Semi-Liquid Edition
There is only one rational move for advisers
Mar 25
•
Leyla Kunimoto
44
18
2
See all
Accredited Investor Insights
Empowering investors with in-depth analysis and educational content to navigate private markets with confidence.
Subscribe
Recommendations
JunkBondInvestor
junkbondinvestor
The Timeless Investor
Arie van Gemeren, CFA
Accredited Investor Insights
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
