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Research
Bad Assets and Bad Owners?
Samuel Duncombe
Should we be sounding the alarm on PE ownership of dirty assets?
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.
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.
ESG positioning in private infrastructure fundraising
Samuel Duncombe, Min Park, Monika Tarsalewska & Grzegorz Trojanowski
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