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

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PEO’S Vision to Offer PE Replication

  1. The Cambridge Associates US Private Equity Index (Legacy Definition); performance net of fees.
  2. S&P 500 Total Return.

PEO Investment Strategy


Invest in industries that LBO firms hold

Select Stocks

Select stocks within these industries that have the characteristics that LBO firms target


Target modest leverage to mirror the incremental financial leverage used by the PE industry


Hedge to reduce downside volatility and protect in significant market downturns

PEO Value Proposition

PE has significant sources of value-add, a number of which can be replicated in the public markets PE has significant disadvantage of high fees


Contact Information | 646-993-6350