PEO Partners

Two fundamental elements have long been recognized in private equity success: strategic company selection and operational improvements. The industry continues to evolve, exploring how these core principles can be captured through more accessible investment approaches. The future of PE may include strategies that focus on public companies sharing characteristics with successful private equity investments - particularly those in the right industries with the right operational profiles. Innovation in investment management isn't just about new products - it's about rethinking access to time-tested strategies. #PrivateEquity #InvestmentStrategy #Innovation #PortfolioManagement This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

The private equity landscape is evolving. Quality characteristics, value orientation, and exposure to smaller market capitalizations have traditionally been hallmarks of private equity investing. The industry is increasingly exploring how these fundamental characteristics can be accessed through liquid, publicly traded securities - potentially opening new paths for portfolio construction. The future of alternative investments may be about finding the balance between sophisticated investment principles and broader market accessibility. #PrivateEquity #AlternativeInvestments #InvestmentStrategy #Innovation This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

Institutional Investor’s recent piece spotlights a growing trend: the transformation of private market investment strategies into accessible vehicles for a broader investor base. The PEO Partners designs strategies that exemplify this evolution - aiming to deliver institutional-quality exposure through liquid, transparent structures. Our approach demonstrates how thoughtful innovation can expand access to sophisticated investment strategies while aiming to maintain strong risk management and portfolio construction principles. We believe the future of alternatives is about accessibility without compromising sophistication. Proud to be at the forefront of this industry evolution. #PrivateEquity #FinancialInnovation #AlternativeInvestments This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein. https://lnkd.in/gcwSj26J

What role does innovation play in making private equity more accessible? Harvard Business School professor of finance, Randy Cohen, and co-founder of PEO Partners, explores how 50 years of innovation have helped pave the way for liquid private equity to emerge and transform PE investing into what it is today. #PrivateEquityPodcast #LiquidPrivateEquity #MarketInsights #ThoughtLeadership This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

Interesting article in Institutional Investor about the "Holy Grail" of alternative asset management - making illiquid investments accessible through liquid structures. This is exactly why we developed the what PEO Partners strategies are designed to achieve. Our approach: focus on quality public companies that mirror traditional private equity characteristics, providing everyday investors access to PE-like returns while maintaining liquidity. As the article notes, the industry is evolving to meet the demand for alternative investments. Read more about the emerging trends in private equity alternatives: https://buff.ly/4huo6yo #PrivateEquity #AlternativeInvestments #InvestmentStrategy #Innovation #LiquidPrivateEquity This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

?? Thematic investing for the modern era. ?As investors seek greater diversification, liquid private equity is emerging as a key innovation. The PEO AlphaQuest? Thematic PE ETF (Ticker: LQPE) aligns with global trends by offering private equity-inspired strategies with the accessibility of ETFs. Explore how this ETF fits into the broader shift toward thematic, diversified portfolios: https://buff.ly/3CxRchf #ThematicInvesting #ETFTrends #PrivateEquity This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein. AlphaQuest (f.k.a. Quest Partners) Tidal Financial Group

?? Innovation through collaboration.?The PEO AlphaQuest? Thematic PE ETF (Ticker: LQPE) is a testament to the power of partnership. With PEO Partners’ equity strategy, AlphaQuest’s derivatives expertise, and Tidal Financial Group’s leadership in ETF development, LQPE reflects a distinct combination of all three organizations. We’re excited to bring this innovative solution to the market together. Learn more about this collaboration here: https://buff.ly/3CxRchf #Innovation #LiquidPE #PEOPartners This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

Our co-founder,?Randy Cohen, recently?spoke with ETF.com?about the launch of?LQPE, the new ETF?from?PEO Partners, in collaboration with?AlphaQuest. LQPE seeks to bridge the gap between public stocks and private equity,?and provide investors with?private market exposure?in a?publicly traded and transparent?structure. Read the full interview to learn more:?https://buff.ly/4hP33Xx stocks-private-equity-exposure [etf.com] Discover more about the PEOAlphaQuest? Thematic PE ETF (Ticker: LQPE): https://buff.ly/3CxRchf #PrivateEquity #ETF #LQPE #AlternativeInvestments #WealthManagement This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

What makes LQPE different?? The PEO AlphaQuest? Thematic PE ETF (Ticker: LQPE) offers a distinct combination of equities and derivatives strategies - a new way to think about diversification and portfolio construction. Learn how it bridges the gap between private equity and public markets: https://buff.ly/3CxRchf #PortfolioDiversification #Innovation PrivateEquity #LiquidPrivateEquity #WealthManagement #PEOPartners This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein.

Empowering wealth advisors with new tools.? With the arrival of liquid private equity, advisors now have access to innovative strategies that institutional investors have relied on for decades. The PEO AlphaQuest? Thematic PE ETF (Ticker: LQPE) seeks to provide diversification and preservation of capital while aligning with the themes of traditional private equity. It's designed to help wealth advisors meet client needs with strategies previously unavailable in the public markets. Discover more about LQPE and how it fits into modern portfolios: https://buff.ly/3CxRchf #Innovation #Finance #ETFs #LiquidPrivateEquity This communication is not an offer, or solicitation of any offer, to buy or sell any security, derivative, or other product. Past performance is not a guarantee of future results. This transmission is for informational purposes only. No representation or warranty is made in this email as to the accuracy or completeness of information contained herein. AlphaQuest (f.k.a. Quest Partners) Tidal Financial Group