Invest in

Private Equity

14.7%
2.7%
0.0%

Public access to private companies

With the ability to borrow at low rates and invest in private companies operating under the radar, many business development companies (BDCs) and private equity firms have been buying up small-to-medium targets with the plans to resell them at premium prices. Regulatory reforms like the JOBS Act have also helped the growth of private investment in the US, with six new BDCs going public since 2012. [1] Investors can find BDCs attractive because they purchase the debt and equity of private companies. In order to maintain their Registered Investment Company (RIC) status BDCs are required to pay out 90% of their taxable income to shareholders as dividends, provide managerial expertise to the companies they own, and pass diversification tests.[2] From 2006 to 2012, PE-backed companies generated returns of fivefold, compared to publicly held companies, with about half of those returns generated by strategic and operational improvements to portfolio companies.[3] Nevertheless, these firms can make highly leveraged investments in illiquid securities and the risks of both should be understood before deciding to go along for the ride.[4] See more
14.7%
2.7%
0.0%
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Motif Index 1 YR Return
Private Equity Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
78.1% Debt Investors 5.7%
15.1% Ares Capital Corporation ARCC 3.3%
10.4% Main Street Capital Corporation MAIN 14.0%
8.2% 8xxxxxx 8xxxxxx 8xxxx 8xx 8xxxx 8 8xxxx 8xx 88.8%
6.0% 8xxxx 8xxxxxx 8xxx 8xxx 88.8%
5.8% 8x 8xxxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
4.5% 8xx 8xxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
3.8% 8xxxxxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
3.5% 8xxxxxxxxxxxxx 8xxxxxxx 8xxx 8x 88.8%
3.4% 8xx 8xxxxxxxx 8xxxxxx 8xxx 8xxx 88.8%
3.3% 8xxxxxxxx 8xxxxxxxx 8xx 8xxxxxxxxxxx 8xx 8xx 88.8%
3.2% 8xxxxxxx 8xxxxxx 8xxx 8xxx 88.8%
2.6% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxx 8xxx 8xxx 88.8%
2.6% 8xxxxxxx 8xxxxxx 8xxxxxxxxxx 8xxx 88.8%
1.8% 8xxxxxxxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
1.4% 8xxxx 8xxxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
1.3% 8xxxx 8xxxxxx 8xx 8xxx 8xxx 88.8%
1.0% 8xxxxxxxx 8xxxxxx 8xxxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
21.9% Equity Investors 61.9%
15.4% Apollo Global Management LLC Class A Representing Class A Limiti APO 79.1%
4.6% 8x 8xxxx 8xxxxxxxxx 8xx 8xxx 88.8%
1.9% 8xx 8xxxxxx 8xxxx 8xxx 88.8%

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