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Research

Bad Assets and Bad Owners?

Samuel Duncombe

Should we be sounding the alarm on PE ownership of dirty assets?

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From Inefficiency to Alpha: Europe’s Lower Mid-Market Opportunity

Samuel Duncombe and Olya Klüppel

Private credit funds with ties to local European markets can look to underserved lower mid-market enterprises to generate alpha.

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The Augmented LP: 6 Ways AI Can Enhance the Allocator’s Workflow

Eugen Leichner and Samuel Duncombe

AI can help LPs structure data, enhance due diligence, and improve oversight, while keeping human judgment central.

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ESG positioning in private infrastructure fundraising

Samuel Duncombe, Min Park, Monika Tarsalewska & Grzegorz Trojanowski

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