Private Equity

Investing in the Growth of Businesses

Private equity investments are made in businesses by acquiring a portion of their capital, either directly or through specialized funds. They also include financing in the form of corporate loans.

These investments are not very liquid and are riskier than stocks. However, they provide a higher return than the stock markets over a period of five to seven years.

The Caisse's private equity portfolios represent $16.6 billion or 12.7% of net assets as at December 31, 2009.

Geographic Breakdown –
Investments and Infrastructures / Private Equity
(in percentage of fair value as at December 31, 2009)

This team’s work is based on:

• A thorough knowledge of target businesses and markets;
• Risk management; 
• Investment diversification.

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Additional Information
Fixed-income securities
Equity markets
Real estate
Private Equity Team