Inflation Strategy: Diversification
Inflation: The Private Equity Approach Inflation can have a significant impact on your overall portfolio, so it’s essential to have a solid strategy in place to hedge against it. Private equity firms use a variety of tactics to mitigate the effects of inflation, including investing in industries that are less susceptible to inflationary pressures and […]
Advantages of Private Hard Asset Portfolios
Private hard asset portfolios are becoming increasingly popular and can be beneficial options for long-term stability while minimizing risk through diversification strategies that span multiple forms of tangible assets. This provides our partners with both cash flow and short-term & long-term growth potential. Private Hard Asset Portfolios: The Advantages Hard assets offer several advantages. For […]
Hard Asset Investing with CPE
My name is Paul Anthony Thomas and I’m a Texas-based asset manager. Since the late 1960s we have been investing in private assets throughout North America. People always ask why do we choose private assets over the stock market? My answer is we are risk-averse investors and we don’t like the risks associated with the stock market. […]
Research is Key to Sound Private Investing
Some of the private investing research we do has been over the span of 40 years in our shop alone and we continually use the research conducted by my fathers’ management practice which dates back to the 1920’s. My mentor purchased his first public stock in 1926 and drilled his first oil well in the […]
To Create Wealth, Participate in the Basic Needs of “SUPERTRENDS”
Over the past few decades, one of our favorite research areas has been “SUPERTRENDS”. A “Supertrend” is a major shift in the way the world functions. The table below shows past “SUPERTRENDS”. They have created unbelievable wealth throughout the decades. The type of wealth we strive to create and protect for our partners. The table […]
Housing Costs Propel RV and Mobile Home Parks Into Mainstream
The Supertrend that creates this opportunity is “Inflation”. As housing costs at all levels (multi-family rentals to single family ownership) increases with inflation and wage rates slowly increase, individuals are forced into alternative, more affordable living arrangements. Tiny Homes, Rvs, and mobile homes are rapidly taking the place of traditional houses/apartments in the 2020’s and […]
Why Are Alternative Investments Considered Safer Than Public Stocks?
5 reasons alternative investments are safer than public stocks o Transparency: A good Private Equity management team is tasked with reporting to partners regularly (monthly or quarterly) and generally available to the partner via cell phone to answer any questions that arise. o Deeper due diligence: Private Equity platforms are “long term” slow […]
Why Private Equity is Better Than the Public Markets
Here are a few reasons why we prefer origination and management of Direct Private Equity platforms over trading public Stocks and Bonds. 1. The public markets are fraught with greed, impatience and self-interest at every level. ENRON is the perfect example of these characteristics. If you do the research, it is not unusual in the […]
Greed — A Primary Pitfall in the Investment World
This is a cautionary tale of what to be aware of in the investment world. Once upon a time in the early 1990s, my energy team was involved in a nice oil and gas production property with a top five private equity firm from Houston as the financier. We arranged the purchase of the property […]