J Curve
topic on 2 shows · 4 statements across 4 episodes
the Neon Show 
Capital Allocators
4 statements about J Curve, every show
Madorsky: LP secondaries return capital faster and mute the J-curve
“Limited partnership or LP secondaries tend to return capital quicker. Additionally, there's a discount involved in many of the limited partnership positions. As a result, the J-curve is even more muted because we can write it up to the NAV at acquisition.”
Doddala: LP co-investments shorten the J-curve and boost net returns
“And the co-investments is a great way, sort of de-risked companies later on in the life cycle is a great way to not only shorten the J curve a little bit, But also maybe a higher return because some, you know, a lot of the times co-investments tend to be lower…”
Moseley: APFC used secondaries and co-investments to avoid the J-curve
“We bought secondary assets, and that's because we were launching the program, and that's a great way, and it's the only secondary Asset acquisition that we've done because of a view on pricing, but there it made perfect sense because we were able to eliminate …”