Historically, investors seeking to participate in the private equity sector have only had available to them illiquid private equity funds or private partnerships designed for the wealthiest investors and institutions. Vista Research and Management (Vista) has created an alternative solution with the introduction of the Listed Private Equity Plus Fund.
The Listed Private Equity Plus Fund is the first actively managed, open-end mutual fund focused exclusively on publicly listed private equity, venture capital and investment banking companies that are engaged in the private equity sector.
The Fund is comprised of listed securities from stock markets around the globe, and may be the solution for retail investors, retirement plan sponsors and institutional investors that desire exposure to the private equity sector.
A Traditional Mutual Fund Enabling You to Invest Alongside the “New Kings of Capitalism”
At a time when private equity is enjoying record levels of institutional and high net worth investor interest, the mutual fund industry has not addressed investor demand for exposure to private equity ... until now. In the ever-changing world of finance, private equity is fast becoming an important alternative investment asset class with an estimated $1.6 trillion under management (Venture Economics, December 2006)
Investors seeking access to private equity have been restricted to investments with structural impediments such as long lock-up periods, lack of transparency, unlimited leverage, concentrated holdings of illiquid securities and high investment minimums.
The Listed Private Equity Plus Fund provides a liquid portfolio of listed private equity securities.
Listed private equity companies have a moderate correlation to broad equity market indices and may be the catalyst to reduce volatility while possibly increasing the investment returns of a well-diversified portfolio. Listed private equity companies also provide investors the opportunity to participate in an otherwise restricted asset class.
The dynamically changing world of private equity investing requires a dedicated, active portfolio management team that specializes in understanding and monitoring the growing universe of listed private equity companies.
Information found on this site is directed to U.S. investors. As a convenience to our visitors, some of the pages on our website contain links to information created and maintained by other organizations. We do not control, cannot guarantee and are not responsible for the accuracy, timeliness, or even the continued availability or existence of this outside information.
Please consider the investment objectives, risk, charges and expenses carefully before investing. For more complete information about the Listed Private Equity Fund you may view the fund’s prospectus or call the distributor, Matrix Capital Group, Inc. 1.877.477.7373. Please read the prospectus carefully before investing. An investor's shares when redeemed may be worth more or less than their original cost. Past performance does not guarantee future results. The Fund applies a redemption fee of 2.00% for shares held less than 30 days.
Private Equity News
-
Why Investors Shouldn't Shy Away From Private EquityPlunging equity prices will create long-term private equity opportunities, according to one private equity manager.
-
Private Equity Is So Damaged, It Looks Good
Private-equity firms have taken it on the chin in the last year...
-
Private Equity to the RescuePrivate equity firms stepped in to save the battered Washington Mutual...
Vista in the News
-
Press Release -- 07/18/2008Vista is seeking experienced sales professionals in the mutual fund and alternative investment product area to manage territories in the West, Mid-West, Northeast and Southern regions of the country.
-
Sovereign ImpactGeorge Denninghoff, Vista's Chief Financial Officer, discusses sovereign wealth funds "On Wall Street."
-
Brookfield Asset Management Adds a BAMVista's Luke Aucoin speaks to the FOX Business Network about Brookfield Asset Management.










