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Stronger governance and an ‘industrial’ approach drive EQT’s outperformance

The trick is to identify good companies that can be made great by attracting the best people, says chair of EQT Real Assets

Genevieve Cua
Published Tue, Apr 7, 2026 · 07:05 PM
    • Private wealth portfolios should have an allocation to infrastructure, says Lennart Blecher, chairperson of EQT Real Assets.
    • Private wealth portfolios should have an allocation to infrastructure, says Lennart Blecher, chairperson of EQT Real Assets. PHOTO: PIXABAY

    [SINGAPORE] Stronger governance will enable private-market assets to continue to outperform public markets, said Lennart Blecher chairperson of EQT Real Assets. This is despite private equity’s (PE) underperformance against the S&P 500 over the past two to three years.

    For private-asset manager EQT, the key is the ability to add value through an “industrial” approach, he noted.

    “The trick is to identify good companies which you can make great by attracting the best people and adding additional skills to them. We are not a restructuring manager.

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