PEO PARTNERS, LLC was established in early 2019 by Randy Cohen, Harvard Business School finance professor and Jean-Louis Lelogeais, Co-Founder of SVP Global, a distressed debt investment firm with almost $20 Billion AUM, to build a Private Equity Liquid Alternatives platform
PEO Overview
Established in early 2019 by Randy Cohen, finance professor at Harvard Business School and Jean-Louis Lelogeais, Co-founder of SVP Global, a distressed debt investment firm with almost $20 Billion AUM
Launched PEO Private Equity Access Fund in May 2021
Leader in emerging liquid Private Equity alternatives space. Developed proprietary investment model to deliver performance comparable to average LBO performance net of fees in the public markets
Non-discretionary sub-advisor to Mackenzie Investments, a Canadian asset manager with almost CAD $200 Billion in assets, for the Private Equity Replication mutual fund they launched in December 2020 with CAD $15 Million
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PEO’S Vision to Offer PE Replication
- The Cambridge Associates US Private Equity Index (Legacy Definition); performance net of fees.
- S&P 500 Total Return.
PEO Investment Strategy
Invest in industries that LBO firms hold
Select stocks within these industries that have the characteristics that LBO firms target
Target modest leverage to mirror the incremental financial leverage used by the PE industry
Hedge to reduce downside volatility and protect in significant market downturns
PEO Value Proposition
