Meketa Capital

At Meketa Capital, we understand that diversification remains a cornerstone of resilient investing. Through diversification, portfolios can potentially experience a more stable path toward long-term growth by managing downside risk and navigating overall market volatility. Our latest insights explore the enduring benefits of patient investing and the art of building portfolios designed for the long haul. Learn more about how diversification can help investors avoid the pitfalls of market swings and align with a long-term strategy: https://lnkd.in/gi7pNfTt #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

What is infrastructure investing and how can an allocation benefit an investment portfolio? Watch this brief video featuring Steve McCourt, CFA, Co-CEO of Meketa Investment Group, about the characteristics and sectors that make up the infrastructure asset class, as well as a brief look into our investment strategy: https://lnkd.in/gAajcpSN #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

Meketa Capital CEO Michael Bell comments on a new program designed to equip the private wealth management industry with the core knowledge needed to understand the complexities of private equity. Check out the details: https://lnkd.in/dnHF2g4E #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

What makes co-investments in private markets a compelling option for reducing fees while potentially enhancing returns? How do the fee structures of co-investments compare to traditional private market vehicles like funds and fund-of-funds? Our latest webinar on RIA Channel explores the ins and outs of co-investments, providing practical insights to help RIAs make informed decisions: https://lnkd.in/g6sG3vZt #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

How does Meketa Capital provide simplified access to private markets? Hear from Michael Bell, CEO of Meketa Capital, Steve McCourt, CFA, Co-CEO of Meketa Investment Group, and Steven Hartt, Managing Principal, Meketa Investment Group, to learn more, including our investment team’s experience and process, and how Meketa Capital supports advisors. View the video here: https://lnkd.in/gZPKe5WR #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

Historical data reveals a more than 14% performance differential between the top-performing private equity managers and the bottom-performing managers over the past 10 years. For comparison, for public large-cap stocks over the same period, the performance difference was just 4.8%. Advisor Perspectives recently published an article by Meketa Capital CEO Michael Bell on why this performance dispersion exists in private equity investments. You can read the article here: https://lnkd.in/gyShxfzq #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH Source: Data sourced from Morningstar and Cambridge Associates via IHS Markit. Private asset funds raised Vintage Year 2011 to 2020. US equity data for the trailing 10 years as of December 31, 2022. Cambridge data sourced July 2023, Morningstar data sourced October 2023. Indices: Cambridge Infrastructure Composite, Cambridge Natural Resources Composite, Cambridge Private Equity Composite, Cambridge Real Estate Composite, Morningstar US Large Cap Equity Universe. Average fund count is 21 for natural resources, 10 for infrastructure, 108 for private equity, 63 for real estate, and 320 for US equity. Natural resources does not have data for the 2020 vintage year and Infrastructure does not have data for the 2011 vintage year.

Discover "Private Equity Investing" in our upcoming webcast! Join our panel of experts as they discuss the current state of private equity, emerging trends, and the future outlook for investors: https://bit.ly/4gYXFBa Michael Bell, CEO, Meketa Capital Claire Sawyer, Program Manager, UniFi by CAIA?, CAIA Association Phil Huber, CFA, CFP?, Managing Director and Head of Portfolio Solutions, Cliffwater Daniel Wilk, CAIA, Executive Director, FS Investments Cameron Joyce, CFA, CAIA, Head of Research Insights, Preqin Don't miss this opportunity to gain valuable insights on the largest asset class in #alts. Register now! #investing #privateequity #webcast #alternativeinvestments #finance

The demand for macro cell towers continues to surge as connectivity and data consumption grow across industries. Macro cell towers are positioned to play a key role in the future of telecommunications and digital infrastructure, offering both growth and resilience. In this recent article, Meketa Capital explores how these towers have become essential infrastructure, supporting next-generation technologies, including 5G and beyond. Read more here: https://lnkd.in/gZxcRd-Z #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

What are real assets? Real assets are physical assets that are valued for their intrinsic physical qualities – such as infrastructure and natural resources – and differ from financial assets that derive their value from claims on current and future cash flows. Adding real assets to an investment portfolio offers the potential to protect against inflation and market downturns, while providing diversification benefits, income generation, and capital appreciation. Read Meketa Investment Group’s new whitepaper to explore real assets, including investment benefits and risks to consider: https://lnkd.in/eaq-VWZd #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

Financial news headlines have been dominated recently by tech stocks. The performance contributions of the Magnificent Seven, references to an increasingly tech-heavy S&P 500 Index, and the rising concern regarding Nvidia’s rapid ascent to becoming one of the most valuable companies in the world, may be prompting investors to question the benefits of a diversified portfolio. Is it still relevant in today’s market environment? Diversification still does matter and here’s some helpful content for your client talking points: https://lnkd.in/gi7pNfTt #wealthmanagement?#privateequity?#privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH