PEO Partners (PEO), a private equity liquid alternatives firm, has achieved a significant milestone of eight months of management of the PEO Private Equity Access Master Fund, its flagship fund launched in May 2021, and is experiencing strong momentum in growth of AUM.
Founded by Jean-Louis Lelogeais, co-Founder of Strategic Value Partners, LLC, a leading distressed investment firm, and Randolph Cohen, Senior Lecturer at Harvard Business School, PEO has developed a proprietary investment strategy to provide a broad spectrum of investors access to returns comparable to traditional private equity (PE) funds net of fees through public market investing.
PEO Partners’ strategy selects Russell 3000 public equities that mirror the industries that traditional leveraged buyout firms invest in and the company characteristics that these LBO firms target, namely high profitability, high payout ratio, and low multiples. It also involves a hedging strategy using S&P put options that seeks to reduce downside volatility and protect capital during significant market downturns.
PEO is also a non-discretionary sub-advisor to Mackenzie Investments, a Canadian asset manager with over CAD200 Billion in assets, for the Private Equity Replication mutual fund launched in December 2020 with CAD15 million.
