The Big Private Equity Funds Begin to Bounce Back 7-28-25
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What is the main topic discussed in this episode?
This is Scott Becker with the Becker Business Podcast and the Becker Private Equity Podcast. Today's discussion is the big private equity funds start to make up some ground.
What challenges have the big private equity funds faced this year?
So here's the deal this year. For most of this year, the big private equity funds have been down about 20% year to date, and it's basically due to the fact there's been very little exit activity. You're doing fine on fee income, but not doing enough investing and not doing enough exits. Recently, the private equity funds have started to rebound, and I'll just give you a quick rundown of the big four public ones and what's going on there.
How have Blackstone and KKR managed to rebound?
First, Blackstone, the biggest of the big, is now up 3% year-to-date, which might not seem like much, but most of the year it was down 20% to 30%. Second, KKR is now up 2.87% year-to-date, and again, this is a rebound from where they've been most of the year. Third, Palo is down 8.5% year-to-date. They've not recovered as well as Blackstone and KKR.
What is the current performance of Apollo and TPG in the market?
And finally, TPG is in the same situation.
They're down 7% year-to-date. But again, for all of these, most of them until recently were sitting at 20% to 30% down year-to-date and so moving in the right direction. Thank you for listening to the Becker Private Equity and the Becker Business Podcast.
What are the implications of the recent rebound for private equity investors?
We hope you enjoy this. Thank you very much for joining us.
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:00–0:11
2
What challenges have the big private equity funds faced this year?
0:11–0:34
3
How have Blackstone and KKR managed to rebound?
0:34–1:00
4
What is the current performance of Apollo and TPG in the market?
1:00–1:18
5
What are the implications of the recent rebound for private equity investors?
1:18–1:21
Speakers
2 identifiedMore from Becker Private Equity & Business Podcast
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