PEO PARTNERS, LLC was established in early 2019 by Randy Cohen, Harvard Business School finance professor and Jean-Louis Lelogeais, Co-Founder of SVP Global, a distressed debt investment firm with almost $20 Billion AUM, to build a Private Equity Liquid Alternatives platform
PEO Overview
Established in early 2019 by Randy Cohen, finance professor at Harvard Business School and Jean-Louis Lelogeais, Co-founder of SVP Global, a distressed debt investment firm with almost $20 Billion AUM
Launched PEO Private Equity Access Fund in May 2021
Leader in emerging liquid Private Equity alternatives space. Developed proprietary investment model to deliver performance comparable to average LBO performance net of fees in the public markets
Non-discretionary sub-advisor to Mackenzie Investments, a Canadian asset manager with almost CAD $200 Billion in assets, for the Private Equity Replication mutual fund they launched in December 2020 with CAD $15 Million
Entered into a partnership with a leading private markets investment consulting and asset management firm
In May 2024 launched two liquid PE indices co-branded with Loomis Sayles, a prominent investment management firm with almost $300 Billion AUM and Merqube, an emerging fintech leader in index products as the calculation agent
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PEO Value Proposition
- The Cambridge Associates US Private Equity Legacy Index 2000-Q1 2021; Private Markets Investment Firm US buyouts data Q2 2021-2023.
- S&P 500 Total Return.
PEO Investment Premise
PEO Investment Strategy
Core: Invest in industries that LBO firms hold
Core: Select stocks within these industries that have the characteristics that LBO firms target
Overlay: Target modest leverage to mirror the incremental financial leverage used by the PE industry
Overlay: Hedge to reduce downside volatility and protect in significant market downturns
