Archive - Limited Partner (LP) Investing Lessons

July 2025

Return of capital strikes again

Don't budge on return of capital, 2.0

Jul 27 •

Aleksey Chernobelskiy

Why multiple IRR hurdles are an overkill

Simple alignments beat fancy structures

Jul 20 •

Aleksey Chernobelskiy

Should you invest in emerging managers?

Is it worth the risk?

Jul 13 •

Aleksey Chernobelskiy

Full article index - Q2 2025

All the articles, in one place!

Jul 4 •

Aleksey Chernobelskiy

June 2025

LP due diligence guide

What to ask, when to ask it, and what to avoid

Jun 28 •

Aleksey Chernobelskiy

Is it time for LPs to go pencils down?

On timing markets and property type selection

Jun 15 •

Aleksey Chernobelskiy

Top lessons from an allocator & GP

Some valuable notes from a friend

Jun 8 •

Aleksey Chernobelskiy

Why LPs tend to underestimate risk

LP risk and marketing tactics

Jun 1 •

Aleksey Chernobelskiy

May 2025

Is it time to double down?

A letter to LPs on GP Concentration

May 16 •

Aleksey Chernobelskiy

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