Private Companies Insights | Morningstar

Private companies insights

Private companies represent a growing share of economic value creation and innovation, making them increasingly relevant to investors seeking exposure beyond public markets.

Explore Morningstar research and perspectives on investing in private businesses, valuation approaches, market trends, venture-backed companies, and private capital strategies. Learn how private company exposure is being incorporated into investment vehicles and portfolios.

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The growth of private markets may be sapping public markets of fresh capital and investment opportunities.

Small-Cap Stocks Should Reward Investors for Risk. So Why Don't They?

The growth of private markets may be sapping public markets of fresh capital and investment opportunities.

If done right, a shift to semiannual reporting could ease short-term pressures and revive public markets.

Kunal Kapoor: "I Agree With the SEC on Ending Quarterly Reporting—With Conditions"

If done right, a shift to semiannual reporting could ease short-term pressures and revive public markets.

Dual class share structure and index inclusion help cement Elon Musk’s control—which asset owners believe would be “extreme” and “catastrophic.”

SpaceX Misses the Spot for Governance-Focused Investors

Dual class share structure and index inclusion help cement Elon Musk’s control—which asset owners believe would be “extreme” and “catastrophic.”

Investors are pouring money into these funds, but returns vary widely across investment vehicles.

The Rise of Evergreen Funds: A New Way to Access Private Markets

Investors are pouring money into these funds, but returns vary widely across investment vehicles.

The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.

How to Benchmark Portfolios With Both Public and Private Equities

The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.

How Private Markets Are Reshaping Small-Cap Investing in the US

Public and Private Market Data

Find out how fund managers invest in unicorn companies. This report examines historical trends of mutual fund ownership of private equities.

Tracking Unicorn Companies in U.S. Mutual Funds

Find out how fund managers invest in unicorn companies. This report examines historical trends of mutual fund ownership of private equities.