Author: Dan Knipe

Relative value is a concept which is familiar to investment professionals across all sectors. Generalist investors and asset allocators have a broad opportunity set into which they can deploy their capital and make relative value a part of each decision.   Sector specialists who focus on a narrower investment universe in private markets must be extra vigilant and keep perspective. In private debt, this means having the discipline and rigour to price bilateral transactions with reference to the returns available for comparable risk profiles both within your industry and across industries.   Insurance companies should represent a compelling investment for any allocator.…

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