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Appleseed Capital

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Small Cap ESG Value as an Alternative to Private Equity Impact Investing

Private equity investing is often described as a superior alternative to public equity investing with studies citing private equity’s historical outperformance vis-a-vis the S&P 500 Index. However, these studies frequently do not adjust for issues such as 1) appropriate benchmark selection, 2) current market valuations, 3) illiquidity, and 4) high fees. Additionally, when studies have examined the performance of impact investing private equity, historic returns have actually underperformed S&P 500 index. For these reasons, we believe that a small cap1 public equity strategy with value and ESG integration may be a viable alternative to private equity investing particularly when it comes to the area of private equity impact investing.
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