PRIVATE EQUITY PHILOSOPHY
Private equity currently represents 10-15% of assets under management. There are several reasons why AOC clients invest in Private Equity.
Diversification from other asset classes: In its broadest sense private equity is an ownership interest in a company that is not publicly owned or traded on an exchange. The factors that drive public equity and real estate investments have little impact on private equity. This enhances private equity’s diversification potential for AOC clients’ portfolios.
Long-term higher returns: Many AOC clients have a longer term strategic focus -10 years or more - an important factor in this asset class. This can lead to significantly higher long term returns. In 2001, Adams O’Connell, Inc. first invested in privately held companies.
Access to deal flow: Normally very high minimums are required to invest in private equity. AOC clients as a group are afforded these opportunities and at lower costs than most investors. Additionally there are no public markets for private investors to learn information about private equity investments.
With AOC's relationships and research, AOC clients primarily invest in high-growth, small companies under the radar of the larger private equity firms. Our clients’ portfolios include companies operating in diverse industries around the nation - from medical billing and collections to outsourced human resource solutions for small businesses.
