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...The model “is not scalable”, says Nick Moakes, chief investment officer of the Wellcome Trust, a £37.8bn endowment that allocates to the platforms....
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...These are managed on your behalf, so you do not need to make the decisions about where to invest and at what time....
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...The fund will not invest in PE, but in publicly listed small and mid-cap US companies with return profiles similar to those found in a typical private equity portfolio....
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...It has allowed those who missed out on lucrative business in passively managed exchange traded funds (ETFs) — dominated by the big three: BlackRock, Vanguard and State Street Global Advisors — to catch up...
...In the 15 years to 2016, almost all US large-cap, mid-cap and small-cap fund managers underperformed their respective benchmarks, according to S&P Dow Jones Indices, after their fees were taken into account...
...There’s a strong argument for saying that for many micro- and small-cap listed players, the market is pricing in pre-cashflow assets at close to zero....
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