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
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
