Vintage diversification can be a powerful investing tool: Here's how to use it
In a note to clients published Monday, UBS strategists discussed vintage diversification, a strategy that involves spreading investments across different periods to navigate economic cycles and mitigate return volatility.
UBS highlights that predicting which vintage will perform best is complex, but consistent annual commitments can smooth out performance across economic cycles.:’ According to UBS strategists, investors with substantial resources should create a detailed annual commitment roadmap. This involves planning out capital allocations over successive years and ensuring adherence through proper governance mechanisms.
“With such an approach, investors no longer need to commit every year, but instead adjust their commitment cadence to that of the multi-vintage program,” they added.:’ Secondary funds provide another pathway to vintage diversification. These funds involve buying stakes in existing private market funds, typically at a discount.
Unlike traditional closed-ended funds, perpetual funds reinvest proceeds into new opportunities, maintaining a steady portfolio composition.
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