Balafas: "Upside is Clear" on Private Markets

9/26/2025

Sevasti Balafas, CEO & founder of GoalVest, believes the “upside is clear” and that private markets are where much of today’s growth is happening outside of the “Magnificent 7.” In her view, private companies not only offer high growth potential but also provide diversification to complement public markets.

"'Today, the top 10 names make up more than 30% of the S&P 500, so private markets give investors an additional way to diversify in an environment where public market valuations remain stretched,' Sevasti Balafas, CFA, CPWA® said.

The main risk in her view is investing too early in a company’s life cycle, or before it’s clear whether they’ll emerge as a sustained winner in their field. That’s why she prefers companies with proven track records and visibility into profitability, if not already profitable.

'We’re not focused on startups, but rather on growth companies that have a clear path to profitability.'" - Gregg Greenberg for InvestmentNews

Read the full article here:

https://www.investmentnews.com/alternatives/private-market/262264

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