hard · Private Equity & LBOs

When calculating the 'Unlevered Beta' (β_U) for a peer set, what are you effectively removing from the observed 'Levered Beta' (β_L)?

  1. Financial risk arising from the company's capital structure.
  2. Unsystematic risk specific to the company's management.
  3. The impact of corporate tax rates on net income.
  4. Systematic risk associated with the broad stock market.

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