Private equity has been the 'darling of investor eyes' for the past decade, with surveys showing that 90%+ of institutional investors believe PE will outperform public equity by a median of 200 basis points per year net of fees—representing correlated bullish beliefs with no differentiated view.

factualpending

Speaker

Dan Rasmussen

Evidence Quote

if you do surveys of these people um uh they generally will answer on surveys that they believe almost 90 plus% of them believe private equity will outperform public equity. Um and uh generally the margin the sort of median margin is by 200 basis points net of fees per year.

Source

The Bubble No One Can Sell | Dan Rasmussen on the Private Equity TrapExcess Returns
Created: 8/11/2026, 8:01:35 AM

My Notes

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