Star Mountain Capital says US lower middle-market offers diversification, stronger risk-adjusted returns

  • Star Mountain Capital management held an interview on May 14, 2026 with Harvard Business School professor Josh Lerner on portfolio diversification via U.S. lower middle-market exposure.
  • Lerner discussed research indicating lower middle-market assets show low correlation with traditional asset classes such as S&P 500.
  • Research also pointed to potential for stronger risk-adjusted returns versus broader private equity, positioning lower middle-market as a possible long-term portfolio diversifier.


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