Mantra Investment Partners

Mantra is pleased to release the latest edition of its Niche Private Equity Index The Index continues to demonstrate the sustained outperformance of niche private equity strategies over mainstream approaches.   For our tenth edition, we conducted a detailed analysis of historical loss ratios between 2016 and 2020. The data shows that niche managers post loss ratios that are half those of generalist managers. Read our full report here: https://lnkd.in/e7Fss-UN

Mantra is pleased to release the ninth edition of its Niche Private Equity Index. The Index continues to underscore the sustained outperformance of niche private equity strategies over mainstream approaches. This quarter, we took a deeper dive into how niche managers consistently deliver strong returns in a significantly shorter timeframe—exiting investments, on average, 11 months faster than generalists. Find out more here: https://lnkd.in/eyR8D8Nd

Thanks to Brix and the PEI team for publishing these bold predictions! Some of my previous ‘outrageous’ forecasts have surprisingly come to pass—so which of these will become reality this time? Enjoy the read!”

🎁 A special holiday gift: timeless market insights! As the holidays approach, we’re revisiting a fascinating piece of market history: a chart from 1875, created by Samuel Brenner—a farmer. It’s incredible to see how someone working the land could map out cycles that still resonate with today’s investment strategies. While this chart offers timeless lessons, at Mantra Investment Partners, we focus on investing in non-correlated, forward-looking opportunities that align with today’s dynamic market conditions—going beyond the cycles of the past. And over at Palico, we’ve built a platform to simplify and accelerate secondary transactions, empowering LPs to navigate today’s private markets with ease. Brenner’s insights remind us of the importance of timing, but we’re making it easier than ever to seize opportunities when they arise. Of course, let’s be clear: predicting investment performance is never guaranteed. But combining historical perspective with modern tools and strategies gives us the edge we need in today’s market. Consider this our holiday gift to those who value both tradition and innovation in their investing journey. Happy holidays!✨ #Mantra #Palico #PrivateEquity #MarketCycles #HolidayInsights

"No Cap for the Small Cap Market: Why Is Appetite Increasing?" Excited to have moderated this insightful panel at SuperInvestor, exploring why small-cap funds are gaining unprecedented traction. Catch the replay to uncover key takeaways and the future of small-cap investing: https://lnkd.in/eAB6paxx The momentum is real—small caps are shaping the future of private equity. Let’s talk about it!

Mantra is pleased to release the eighth edition of its Niche Private Equity Index. The Index continues to show the long-term outperformance of niche private equity strategies over mainstream strategies. This quarter, we also took a closer look at how niche lower mid-market buyout funds are characterized by a more balanced risk-return profile through attractive entry conditions and prudent use of leverage, conducive to creating value and delivering returns across market cycles. Find out more here: https://lnkd.in/eFbvKyDb

This morning, our founder Antoine Drean moderated a panel titled “No cap for the small-cap market, why is appetite increasing?” at SuperInvestor Monaco 2024 Together with a distinguished group of panelists -Holger Rossbach, Stefan Lehotkay and Valero Domingo- he shared key insights into the growing appeal of small caps and the unique opportunities they present to investors.   At Mantra, we are passionate about unlocking value in niche markets.   Stay tuned for more updates, or reach out to learn how we can help you navigate this space!

Small is Beautiful. At Mantra, our research reveals that in today’s highly competitive private equity market, small funds hold a distinct advantage when balancing return and risk. The days when financial engineering or multiple expansion could drive returns are behind us. In this expansive landscape, what truly matters is precise fund selection—whether on the primary or secondary market—and structuring the right deals. This is our passion at Mantra!