hard · Private Equity & LBOs

An analyst uses the 'Kaplan-Schoar PME' (KS-PME) to evaluate a fund.

If the sum of discounted distributions is $250M and the sum of discounted contributions is $200M (using a public index as the discount factor), what does the resulting 1.25 ratio imply?

  1. The fund outperformed the public market by 25% on a cash-flow-matched basis.
  2. The public market outperformed the fund by 25%.
  3. The fund returned 1.25× the original capital invested.
  4. The fund generated a 25% net IRR.

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