Whats the boards thoughts on the Public Private Equity names? They have not participated in the market rally at all the last several years and trading below IPO prices. This weekends news out of Trump’s trip to Riyadh seem to signal he is pro PE, especially Blackstone.
I think there’s a lot of possible upside catalysts that could cause these names to play catch up quickly ex. conversion to C corp when/if corp tax rate gets dropped and possibly the opening of PE to 401k money)
The…