Core Viewpoint - The article expresses the belief that investors do not necessarily need alternative investment strategies like private equity for a diversified portfolio, especially given the increasing availability of ETFs and funds in the market [1]. Group 1 - The author identifies as a macro strategist and investment advisor based in Southern California, and also engages with audiences through platforms like YouTube and Substack [1]. - The weekly newsletter titled "The Macro Obsession" is mentioned as a source of insights and analysis [1]. Group 2 - There is a disclosure regarding the author's beneficial long position in shares of companies such as BN, BX, KKR, and APO, indicating a vested interest in these stocks [2]. - The article emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned [2].
GPZ: Buy The Private Equity Managers, Not Their Products
Seeking Alpha·2025-11-19 13:05