Driving Attractive Long-Term Risk-Adjusted Total Returns
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At The Investment Company, we leverage our core investment strategy, which pairs Agency residential mortgage-backed securities with mortgage servicing rights (MSR), with the objective of delivering attractive risk-adjusted returns to our stockholders over the long term.
FAQs
What is private equity?
The Investment Company invests capital in companies that are perceived to have growth potential and then works with these companies to expand or turnaround the business. This capital is contributed by large institutional investors and is organized into a fund. After three to seven years of ownership and working with the company, the fund manager will seek to “exit” the company by taking the business public or selling it for a higher valuation than it was purchased. This exit distributes profits from the sale (“returns”) to the investors in the fund and the fund manager.
Who benefits from these investments?
The industry benefits investors, companies, workers, and communities. Investors gain from higher returns and less volatility than public markets. Companies receiving private equity investment benefit from access to capital as well as business mentorship and expertise. Workers benefit from stronger companies that are committed to growth. And communities across the country are bolstered by private equity investment that helps build sustainable companies and jobs.
How does The Investment Co. perform compared to its asset class and public markets?
The Investment Co. is the best performing asset class and continues to beat public market returns over the long-term investment horizon. Looking at data from the 1980s, 1990s, and 2000s, private equity funds exceeded S&P 500 returns by roughly 3% each year [see Jenkinson et al. 2015]. These funds delivered similarly superior returns when compared with alternative funds.