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A clear concentration of buyout inventory resides in four sectors: software, commercial products and services, and healthcare services. That is due in large part to the particular traits of PE operating theses converging with those sectors’ specific dynamics and recent macro trends. Given the concentration in services, PE portfolios may be somewhat more insulated from tariffs as well, but some concerns are still likely due to ripple effects on the overall economy once the impact of tariffs and any economic slowdown are felt more intensely.
(Past performance is no guarantee of future results.)
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