September 3, 2020
Q2 2020 Market Insights
Cobalt Market Insights is just a sample of the intelligence that can be gained from the Market Analysis part of the Cobalt LP platform. Investors are using our comprehensive, accurate, and timely market data to drive portfolio construction and investment selection decisions.
August 28, 2020
Chart of the Month: Monthly Rates of Contribution & Distribution
The Hamilton Lane benchmark data is updated months ahead of other providers. Because of this, we were able to leverage updated Q2 data to view monthly rates of contribution & distribution. The updated data enables us to paint a better picture of the current market environment. Contributions: After two months[...]
August 21, 2020
Analyze the Industry Impact of COVID-19
Given the current economic uncertainty due to COVID-19, many investors are concerned about the impact it will have on their private markets portfolios. This potential volatility can be measured in various ways; however, most investors are focused on an industry impact of COVID-19, to evaluate that volatility. Industry Impact of[...]
August 5, 2020
Importance of a Technology Solution for Timely Data
Using Technology for Timely Data Collection A technology solution can create efficiencies and streamline processes in many industries. However, in the private markets, we are still seeing many LPs who have not adapted to leverage the power of technology. Instead, these LPs are faced with discordant systems. For example, LPs[...]
July 27, 2020
Chart of the Month: IRR by Time Horizon and Strategy
Understanding historic IRR by time horizon within the private markets through Q1 2020 In the most recent quarter, all strategies have had a negative IRR due to the impact of COVID-19 on portfolios. Over longer time horizons, private equity has strongly outperformed all other strategies. Even when all strategies suffered[...]
July 27, 2020
In the Know: “Changing the Ways We Eat” Key Takeaways
Living in a COVID-19 pandemic world, there is no doubt that our regular lives have drastically changed. One aspect being how we experience eating. Dining-in has now become a thing of the past as delivery and take-out options surge. But, how does this affect the broader restaurant industry and how[…]
July 2, 2020
Chart of the Month: NAVs and Dry Powder
Leverage Hamilton Lane's Q4 benchmarks to quickly analyze your portfolio and access industry-level insights. See below for a sample industry-level analysis of NAVs and dry powder. Analyzing NAVs and dry powder enable investors to see the gap between the amount of money that has been invested in the private markets[...]
June 15, 2020
Q1 2020 Market Insights
Cobalt Market Insights is just a sample of the intelligence that can be gained from the Market Analysis part of the Cobalt LP platform. Investors are using our comprehensive, accurate, and timely market data to drive portfolio construction and investment selection decisions.
June 2, 2020
Diligence in a Digital World
In the current economic environment, filled with uncertainty stemming from the COVID-19 outbreak, LPs are even more focused on thoroughly diligencing new investments to make the most informed decision. Historically, a traditional diligence process relied on in-person meetings to get a better understanding of the company, financial portfolio and track[...]
May 22, 2020
Chart of the Month: Updated Q4 Benchmarks
During these unprecedented economic times due to COVID-19, we remain dedicated to providing the most updated content. We're proud to offer direct access to Hamilton Lane's most recent benchmark data, updated through Q4 2019. Leverage the updated Q4 benchmarks to quickly analyze your portfolio and access industry-level insights. See below[...]
