Why follow Public Meets Private newsletter

Two high-profile cases in the public-private markets are testing boundaries and investors. ERShares Private-Public Crossover ETF’s stake in illiquid holdings, including SpaceX, has apparently run afoul SEC rules. Meanwhile, a high-flying alternative assets manager has changed the rules for returning investors’ cash from one of its funds. And Blue Owl Capital is now facing backlash.

Lessons From a Private Markets Bust: Why This ETF’s Investors Missed Out on SpaceX Gains 

Subscribe to the Public Meets Private newsletter. 

On this episode:

00:00:00 Welcome

00:01:24 How XOVR ETF Differs From Typical ETFs

00:02:11 XOVR ETF Performance Versus Broader Stock Market

00:02:48 Why XOVR’s SpaceX Stake Swung Sharply

00:09:56 Blue Owl Capital’s Origins and Current Problems

00:13:25 Who Invests in Blue Owl’s Direct Lending Funds

00:18:09 Investor Lessons From Blue Owl’s Redemption Halt

Watch more from Morningstar:

Are You Ready for Tax Day? Here’s What You Need to Know Before You File

Avoid This IRA Distribution Error to Protect Your Retirement Cash

Elevate Your 60/40 Portfolio With These Simple Tweaks

Follow Morningstar on social:

Facebook https://www.facebook.com/MorningstarInc/

X https://x.com/MorningstarInc

Instagram https://www.instagram.com/morningstarinc/?hl=en

LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.