I’m a student. What’re the best ways for me to learn about your fund?
I’m an incoming IB analyst prepping for on-cycle. I enjoy Googling specific PE funds to learn about their strategies, best practices, edges, and example investments.
Sometimes, when I look up an interesting fund, I find that there’s a lot of specific, high-quality information available. Some of your PE funds have websites that list links to seniors’ appearances in the media. I love being able to read the partners’ explanations of specific deals, their overall strategy, and the history of the fund. There are also a few podcast episodes where investment professionals go over the specifics of a deal. These are like gold mines of detailed info that let me learn a lot about how you think as experienced investors.
But most of the time, the best I can find is a list of your IPs and your current and exited portcos. After here, I just don’t really know where to go to get a better sense of what a fund’s investing style is like.
If you bring me in for an interview, I’d really like to take genuine, substantive reasons I like your fund into it. Having a general interest in the same industry you specialize in is probably not enough. I want to be able to tell you which of your deals I thought were the most compelling and how they align with my own investing interests.
Do you have any advice for getting that specific insight that’s commonly lacking from the internet? Is there more info in places I’m not looking?
Thank you in advance for any advice!
Hi Incoming Analyst in IB-M&A, the silence is deafening, sorry about that.... Any of the threads below helpful?
More suggestions...
If those topics were completely useless, don't blame me, blame my programmers...
bump, in same exact spot.
Bumping this - would love any advice from PE professionals, even if the advice is that podcasts are the best I can do from the outside.
There's no secret database out there that is going to have the detail you're looking for, if that's what you're asking. You just have to talk to people who work at the funds or have worked with them closely.
Want to focus on things I can do today to get a better idea of a fund's strategy.Is the suggestion here to cold email and cold linkedin message IPs? I know you guys get busy and I get the sense that the networking culture isn't like it is in banking. Don't want to reach out inappropriately and ruin my chances for interviewing down the line.
Why would you get dinged for being proactive and showing a genuine interest in their fund? Don't follow the guys home or anything but there's nothing weird about sending an email or two
Bump
Every private equity firm has to file a Form ADV annually with the SEC. Part 1 of the form details ownership structure. Part 2 of the form has details on investment strategy, fee structure, portfolio management and more. When I was interviewing for jobs, I always read Part 2 of the firm's Form ADV. Go search on the SEC website
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