KPMG – Value Creation in Private Equity: From Stock-Pickers to the Quant PE House

The main theme of the report is the evolution of value creation in private equity (PE) and the transition from traditional methods to more structured and data-driven approaches to achieve operational alpha.

Key findings include the necessity for PE firms to adapt to new market conditions where traditional alpha strategies are under pressure, and the importance of using stochastic modeling, external signals, and predictive intervention to create a competitive advantage.