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BALANCEDCore thesis · 5/5

Evergreen funds as private market access for smaller investors

The guest argued that evergreen fund structures (like interval funds, tender offer funds, BDCs, and non-traded REITs) are the primary access point for smaller investors to private markets, offering lower minimums and some liquidity compared to traditional drawdown funds.

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Evergreen funds as private market access for smaller investors · Zortix