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Estimating private equity returns from limited partner cash flows

Abstract:
We introduce a methodology to estimate the historical time series of returns to investment in private equity funds. The approach requires only an unbalanced panel of cash contributions and distributions accruing to limited partners and is robust to sparse data. We decompose private equity returns from 1994 to 2015 into a component due to traded factors and a time‐varying private equity premium not spanned by publicly traded factors. We find cyclicality in private equity returns that differs according to fund type and is consistent with the conjecture that capital market segmentation contributes to private equity returns.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1111/jofi.12688

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Institution:
University of Oxford
Role:
Author


Publisher:
Wiley
Journal:
Journal of Finance More from this journal
Volume:
73
Issue:
4
Pages:
1751-1783
Publication date:
2018-05-10
Acceptance date:
2017-04-17
DOI:
EISSN:
1540-6261
ISSN:
0022-1082


Language:
English
Pubs id:
pubs:707593
UUID:
uuid:9f816ca8-00f4-49e6-9622-5a2d7403b10a
Local pid:
pubs:707593
Source identifiers:
707593
Deposit date:
2017-07-10

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