Investing -- Growth Equity

Investing in big corporations can be risky. You may wonder, where do investors turn to outside of the stock market? 🤔🏢 It is estimated that there are 200k+ middle-market businesses in the U.S. Of those 200k, 98% are privately owned and fit into the definition of growth equity investments.

This week, David Freisner, Wealth Management Advisor at Fortune Financial, reviews the benefits of investing outside of the stock market within a category known as growth equity.

“Growth equity is similar to venture capital but targets more mature companies. These funds generally take a minority stake in the firm, with little or no debt piled on to the business. Growth equity funds seek to invest in well-run companies with a history of significant and rapid revenue growth, often in excess of 20% on an annual basis.”

Investors within growth equity typically focus on sectors, including:

💸 Technology
💸 Health care
💸 Business services
💸 Financials

At Konza Global, we have a strong history of identifying investment opportunities that build wealth for our clients. Tune in next week to learn about NUAs. Until then, contact a Konza Global advisor to discuss retirement savings: [email protected].

The information provided in this publication is for general information only and is not intended to provide specific recommendations.