IRR
+11.2%
Multiple
1.40x
DPI
0.50x
Size
$18.5B
Vintage
2018
RETURN GRADE:MEDIOCRE
MARK VS PUBLIC MARKET
How does the GP's self-reported return compare to simply buying the S&P 500 at the same vintage?
Carlyle Partners VII
+11.2% IRR
~+134% total return over 8 yrs
S&P 500 (2018 vintage)
+85%
Total return, 2018 to present
VERDICT: GP marks outpace the S&P 500 by ~49pp.
Notes
Mid-cycle vintage. Mixed results across portfolio. Healthcare and defense holdings performed well.
ALL RETURNS ARE SELF-REPORTED BY GP MARKS — NOT AUDITED, NOT MARK-TO-MARKET