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

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 Value Proposition

  1. The Cambridge Associates US Private Equity Legacy Index 2000-Q1 2021; Private Markets Investment Firm US buyouts data Q2 2021-2023.
  2. S&P 500 Total Return.

PEO Investment Premise

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

PEO Investment Strategy

Invest

Core: Invest in industries that LBO firms hold

Select Stocks

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

Target

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

Hedge

Overlay: Hedge to reduce downside volatility and protect in significant market downturns

PEO RECENT NEWS

Contact Information

info@peo-partners.com | 646-993-6350