Economy

PE fund analysis

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

1st and 2nd quartile PE funds typically outperform public market equivalent across vintages and differing valuation environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

1st and 2nd quartile PE funds typically outperform public market equivalent across vintages and differing valuation environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Private market multiples tend to lag some counterparts and look to present a more appealing capital deployment entry point

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Public equity price multiples have compressed since peaking in February 2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Better-performing vintages have tended to deploy capital in lower-multiple and recessionary environments

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Current and 25-year average median EV/EBIT (ex negative EBIT) levels for Russell indexes

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

A cheaper valuation environment during the capital deployment stage has typically signaled better ultimate vintage performance

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Opinions on safe withdrawal rates have varied over time

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

Serial Roth conversions

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

Economy

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