Investment News: Private asset owners enjoy relative caLm as stock market swings
4/14/2025
Blair Cohen spoke to Gregg Greenberg of InvestmentNews to share his perspective on the resilience of private markets amid recent public market volatility. In times of uncertainty, alternative investments can offer stability and long-term growth potential.
"Depending on a client’s risk profile and growth objectives, Blair Cohen, head of private investments at GoalVest, recommends about 10 percent to 20 percent of client assets in alternative investments. Breaking the asset class down even further, he employs a mix of private credit, private real estate debt, private equity, venture growth and structured products to fill the alternative investments allocation.
“We view this as a great buying opportunity and as the private markets generally move slower than public markets it is not too late. The rerating of multiples in the public markets should follow into the private markets and the tariffs – whether ultimately enacted or not – largely do not have a great effect on the underlying businesses in which we generally invest, especially in the venture growth space.” Cohen said.
Read the full article here: https://www.investmentnews.com/equities/private-asset-owners-enjoy-relative-calm-as-stock-market-swings/260091
Disclaimer
GoalVest Advisory is a SEC registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. GoalVest Advisory has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. GoalVest Advisory has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to Form ADV Part 2A the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. GoalVest Advisory has presented information in a fair and balanced manner. GoalVest Advisory is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.