Morningstar

Cascade Private Capital Fund Class I CPEFX

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis CPEFX

Will CPEFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wait and see.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Cascade Private Capital, Cliffwater’s private equity-focused interval fund, offers broad private equity exposure at a relatively low price, but investors should be patient as the team and process prove themselves out.

by Jack Shannon
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