Author: 713598pwpadmin

  • The alpha that scale leaves behind

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    713598pwpadmin

    The headline finding from our Founder’s recent paper, ‘Education as an Alternative Asset Class: The Case for Private K-12 Education’, pointed to a significant sector-specific alpha as compared with an index of global buyout funds. This gives us a view (and quite an extraordinary one) on the sector over the past 20 years, but what…

  • Our Social Mission

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    713598pwpadmin

    A wider return We believe a premium school should strengthen the place it stands in. edeq builds schools that widen the circle of benefit, from the classroom to the education system, the local and national economy, and the society around them. An honest starting pointPremium education is, by its nature, selective, and we understand why…

  • Two Universes: Why Private Education Compounds and Public Education Stalls

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    713598pwpadmin

    Two markets that ought to be close cousins have drifted so far apart that they now behave like different asset classes altogether. One of the more disquieting findings to emerge from our founder’s research is the sheer distance between two things that ought, on the face of it, to be close cousins. Over an eighteen-year…

  • Defensive Growth: A Rare Pairing

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    713598pwpadmin

    Assets that promise growth and safety at once deserve suspicion first and interest second. Premium K-12 education survives the scrutiny. Investors are accustomed to a trade. Higher returns are supposed to arrive with higher volatility, and safety is supposed to cost something in growth. Assets that appear to offer both at once deserve to be…

  • Education as an Alternative Asset Class

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    713598pwpadmin

    Why one of the most important activities in human life still sits at the margins of the investment conversation, and what it costs us. For an activity so central to human life, education occupies a curiously marginal place in the language of investment. We speak fluently of equities and bonds, of real estate and commodities,…

  • The Consolidation Window in Central, Southern and Eastern Europe.

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    713598pwpadmin

    Fragmented markets consolidate, and the premium standard is set by whoever arrives first and sets it well. In this region the window is open now. Opportunities of the kind that reward first movers are usually brief, and they are usually obvious only in hindsight. The premium education market of Central, Southern and Eastern Europe is,…

  • Why We Built edeq

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    713598pwpadmin

    Most firms begin with a hunch and find their rationale afterwards. We began with the research, and built the firm to fit what it found. Firms are often founded on a hunch and furnished with a rationale after the fact. edeq was founded the other way around. It began as a question pursued through research,…