WhiteWolf Private Listed Equity Fund (LBO)
BATS BATS Primary Summary
LBO Chart
Where Does The IPO Market Go In 2025?
The private equity market will likely drive IPO volumes higher than 2024, but the strength of the PE market could cap the size of deals brought to the market. Activity in the US IPO market started off as a trickle, but a flurry of activity in the last week of January brought the YTD total to $3.6 billion. The weighted average equity price performance of U.S. IPOs by sector shows that every sector was higher on average by day 50 post-issuance, with information technology being the highest at 30.7%.
White Wolf Brings Private Capital Expertise to the Public Via LBO
Private capital – encompassing private equity and private credit – is in the midst of a bit of a renaissance at the moment. IPO activity hit a peak in 2021, the year after the pandemic and then promptly plunged to levels not seen in years.
WhiteWolf Private Listed Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Christopher C. Powers Farther Finance Advisors, LLC | 1,145 | $33,515.32 | $28,802.47 | -$4,712.85 | -14.06% |
| RM Rich Mowrer Brookwood Investment Group LLC | 18,649 | $440,869 | $470,421.02 | $29,552.02 | 6.7% |
WhiteWolf Private Listed Equity Fund (LBO) FAQ
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WhiteWolf Private Listed Equity Fund Profile
| BATS Exchange | US Country |
Overview
The fund described is an actively managed exchange-traded fund (ETF) focused on investing primarily in U.S. publicly listed private equity companies. These companies, termed as Listed Private Equity Companies, encompass Leverage Finance Providers, Buyout Firms, and a variety of Sponsors and Asset Managers. The aim of the fund is to invest a significant portion of its assets—specifically, at least 80% of its net assets, along with any borrowed funds intended for investment purposes—into these entities. The fund operates with a non-diversified investment approach and ensures that the selected companies are listed and actively traded on a U.S. national securities exchange, aligning with its investment objective.
Products and Services
- Investment in Listed Private Equity Companies
This service involves allocating a major portion of the fund’s assets into securities of U.S. publicly listed private equity firms. These firms include:
- Leverage Finance Providers: Companies that offer funding primarily through debt to finance acquisitions, buyouts, or other corporate activities.
- Buyout Firms: Entities specialized in acquiring controlling interests in companies, often with the aim of restructuring or improving their operations and later selling them for a profit.
- Sponsors and Asset Managers: Firms that manage or invest in a portfolio of assets, often on behalf of their clients, which can include private equity assets.
Investing in these companies allows the fund to potentially benefit from the growth and profitability of the private equity sector, offering a targeted investment strategy that capitalizes on the expertise and assets under management of these firms.
