The Public Market Equivalent and Private Equity Performance

Morten Sorensen, Ravi Jagannathan

Research output: Contribution to journalArticlepeer-review

42 Scopus citations

Abstract

The authors show that the public market equivalent approach is equivalent to assessing the performance of private equity (PE) investments using Rubinstein’s dynamic version of the CAPM. They developed two insights: (1) one need not compute betas of PE investments, and any changes in PE cash flow betas due to changes in financial leverage, operating leverage, or the nature of the business are automatically taken into account; (2) the public market index used in evaluations should be the one that best approximates the wealth portfolio of the investor considering the PE investment opportunity.

Original languageEnglish (US)
Pages (from-to)43-50
Number of pages8
JournalFinancial Analysts Journal
Volume71
Issue number4
DOIs
StatePublished - 2015

ASJC Scopus subject areas

  • Accounting
  • Finance
  • Economics and Econometrics

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