Insights Active Management: The View From External Managers

May 15, 2020
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  • Bessemer teams have been in close contact with external managers to understand how the COVID-19 shock is impacting their strategies, both from an investment and operational perspective.
  • Across asset classes, from publicly traded securities to hedge funds and private assets, we have not identified areas of concern to date.
  • Structural trends that have accelerated due to the pandemic, and that managers are pursuing, include the move to cloud computing, growth in renewable energy, telemedicine, cellular therapies, and artificial intelligence.


About the Authors

Peter Langas
Chief Portfolio Strategist
In this role, Peter is responsible for developing policies on asset allocation, customized portfolio strategies, and implementation.

Lisa M. Corcoran
Director of Private Markets
In this role, Lisa is responsible for managing the firm’s Private Equity and Real Assets funds, including investment selection and portfolio construction.

Gerald A. Santy
Portfolio Manager
In this role, Gerald is responsible for managing the firm’s hedge fund portfolios and overseeing external hedge fund manager research.

Nancy Peretz Sheft
Head of External Managers
In these roles, Nancy is responsible for the selection and due diligence of external managers across all asset classes, including Hedge Funds.