Private Equity Insights

APRIL 3, 2025

The deal includes limited partner positions across 44 US credit funds, with a portfolio diversified across more than 3,000 individual loans and nearly 1,500 borrowersprimarily within the US mid-market. The funds primarily target first-lien and unitranche structures.

Capital 147

Capital Portfolios Assets Funds 147

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. Furthermore, upon completion of the restructuring, senior financiers will hold 90% of the companys shares, with Goldman Sachs Asset Management retaining a 10% stake.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

The Motley Fool

MARCH 28, 2025

Some funds look weak at first glance. Then you click the little checkbox that enables a dividend reinvestment plan (DRIP), and the droopy fund springs to life. The Equity Premium Income ETF is a pretty unique fund. As the "equity" part of the name suggests, the portfolio is based on stocks.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Portfolios 246

Private Equity Insights

FEBRUARY 28, 2025

The fund is 33% larger than its predecessor, reflecting strong investor demand for energy transition investments. Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. Read more here. Read more here. Read more here.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

Private Equity Insights

JANUARY 16, 2025

Sagard, a global alternative asset manager, launched its first private equity fund designed for Canadian accredited investors. The fund will invest in a diversified portfolio of growth-focused businesses across sectors with high potential.

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

Private Equity Insights

APRIL 3, 2025

The continuation fund structure allows Suma to extend its ownership while unlocking liquidity and institutional capital. Impact investor Blue Earth Capital is also participating in the fund. The firms Infrastructure business currently manages $27bn in assets globally.

Capital 147

Capital Funds Stakes Assets 147

The Motley Fool

JANUARY 3, 2025

Zooming out one level, we can now engage in what I call Portfolio-Level Thinking. I'm looking at my portfolio because we can use our Rule Breaker stock traits to find stocks, and we can use our habits as investors to do things like hold on to them. You end up with a portfolio. We can now all of us, see the whole thing.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

Private Equity Insights

FEBRUARY 28, 2025

The deal adds 645 rooms to the private equity real estate firm’s growing hospitality portfolio, reinforcing its presence in key European markets.

Portfolios 147

Portfolios Private Equity Firms Private Equity Firms Asset Management 147

Private Equity Insights

JANUARY 22, 2025

in commitments across six private equity funds and one private credit fund. These investments, finalised between November and December 2024, reflect the pensions continued focus on diversifying its $32.5bn portfolio. Additionally, the board approved a $30m investment in Locust Point Private Credit Fund III.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Funds 147

Private Equity Insights

JANUARY 16, 2025

Private equity firms are increasingly using continuation funds to extend ownership of portfolio companies. These funds, which saw rapid growth between 2019 and 2021, provide fresh capital to high-potential assets, ensuring continued value creation. Source: Mergers & Acquisitions Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

Private Equity Insights

JANUARY 23, 2025

USI Partners raised an additional $139m for its Southeast Asia-focused energy transition strategy, bringing the total fund size to $259m. These funds will support the SUSI Asia Energy Transition Fund (SAETF) and the Sustainable Asia Renewable Assets (SARA) platform.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investors Funds 130

Private Equity Insights

JANUARY 9, 2025

The Vistria Group has closed its largest private equity fund to date, Vistria Fund V, with $3bn in total capital commitments. The firm now manages nearly $16bn across its funds and co-investment vehicles, more than doubling its assets under management in just over three years. Source: PR Newswire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

The Motley Fool

MARCH 19, 2025

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is one of the largest and most popular exchange-traded funds (ETFs) on the stock market. This Vanguard ETF may be the only investment you'll ever need if you haven't bought your first stock or fund yet. What makes the Vanguard Developed Markets fund tick? First things first.

Funds 130

Funds Exchange-Traded Funds Returns Assets 130

The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that provides a concise snapshot of the stocks Wall Street's most prominent money managers are buying and selling. For example, investors may have been so swamped by other news events that they completely missed the Nov.

Stakes 245

Stakes Asset Management Bidding Assets 245

Private Equity Insights

FEBRUARY 13, 2025

The firm’s latest North American flagship fund, PSG VI, raised $6bn, surpassing the $4.7bn predecessor fund. Additionally, PSG closed a $2bn continuation fund, PSG Sequel, backed by institutional investors such as CPP Investments, GIC, StepStone, and Hamilton Lane.

Funds 130

Funds Investing Stakes Assets 130

Private Equity Insights

MARCH 26, 2025

The new portfolios will blend public equities and bonds with alternatives, including BlackRocks $1.1bn Private Credit Fund and $300m Private Investments Fund. The new portfolios will blend public equities and bonds with alternatives, including BlackRocks $1.1bn Private Credit Fund and $300m Private Investments Fund.

Asset Management 147

Asset Management Assets Portfolios Funds 147

Private Equity Insights

FEBRUARY 14, 2025

The newly formed platform aims to eliminate inefficiencies by integrating multiple processesfundraising, investor relations, and portfolio managementinto a single, intuitive system. This merger is more than just a step forward its a transformation in how fund managers operate, said Juan Manrique, co-founder and CEO of Untap.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

Private Equity Insights

JANUARY 22, 2025

The New York State Common Retirement Fund, one of the largest public pension funds in the US, allocated over $3bn in November 2024. Among the private equity investments, NYSCRF allocated $2bn across four tranches to Neuberger Bermans NB Co-Investment Fund III. This fund targets co-investments in North America and Europe.

Pension Funds 162

Pension Funds Private Equity Firms Private Equity Firms Assets 162

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest artificial intelligence (AI) stocks. Image source: Getty Images.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

Private Equity Wire

NOVEMBER 21, 2024

Enlightenment Capital, a private equity firm specialising in Aerospace, Defence, Government, and Technology (ADG&T), has held the final close of its fifth investment fund, which was oversubscribed, with $825m in capital commitments. The capital raised marks a 50% increase from its previous fund.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Professional

APRIL 3, 2025

Linden Capital Partners has held a final close of its second structured capital fund, Linden Structured Capital Fund II LP (SCF II), with $400 million in capital commitments. Lindens earlier structured capital fund closed in July 2011 with $355 million of capital commitments. 2025 Private Equity Professional | April 3, 2025

Capital 100

Capital Leveraged Buyouts Buyout Funds 100

The Motley Fool

DECEMBER 23, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, every investor is likely to find one or more securities that'll help them meet their goals. 30, PennantPark held nearly $1.984 billion in assets. billion debt portfolio is first-lien secured. Through Sept. This was comprised of $234.1

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

AltAssets

NOVEMBER 21, 2024

Zürcher Kantonalbank Asset Management has successfully completed the final closing of the Swisscanto Fund Fund Private Equity World Carbon Solutions at around CHF 130 million (USD 150 million).

Funds 97

Funds Asset Management Assets Portfolios 97

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

Private Equity Wire

NOVEMBER 14, 2024

DE Shaw & Co, one of the worlds largest hedge fund firms with over $60bn in assets, has raised $1bn for its latest private credit-focused fund, Alkali VI, which will invest in corporate and structured debt as well as synthetic securitisations, according to a report by Bloomberg.

Hedge Funds 98

Hedge Funds Funds Debt Assets 98

Private Equity Professional

NOVEMBER 21, 2024

Goldstein will focus on expanding the firm’s limited partner relationships while managing marketing efforts for the firm and its portfolio companies. Her experience, knowledge, and creativity are an asset to Transom’s limited partners, employees, and the future of our firm.” With more than $1.5

Capital 100

Capital Funds Enterprise Values Assets 100

Private Equity Insights

FEBRUARY 14, 2025

We are grateful to our investors for their support as we capitalise on high-quality opportunities in this expanding asset class, Kantowitz said. Invesco prioritises capital preservation through disciplined asset selection and rigorous underwriting, aiming to mitigate downside risk while delivering competitive returns.

Funds 130

Funds Deal Flow Assets Finance 130

The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 Steven Cohen of Point72 Asset Management bought 1.5

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

Private Equity Wire

DECEMBER 19, 2024

MidOcean Partners has closed its inaugural MidOcean CLO Equity Fund I with $304m in capital commitments, surpassing its $300m target, having received support from both existing clients and new investors. The funds successful close complements the firms strong momentum, following the $765m raise for MidOcean Tactical Credit III.

Funds 96

Funds Asset Management Leveraging Capital 96

The Motley Fool

NOVEMBER 26, 2024

Gates has donated much of his wealth to the foundation over the past 25 years, and he plans to contribute almost the entirety of his assets to charitable causes over the course of his life. The foundation's trust includes an equity portfolio worth around $45 billion, as of this writing. Buffett also served as a trustee until 2021.

Portfolios 245

Portfolios Investing Enterprise Values Amortization 245

The Motley Fool

OCTOBER 19, 2024

In the first half of 2024, the billionaires listed below started positions in BlackRock 's exchange-traded fund (ETF) that tracks the spot price of Bitcoin (CRYPTO: BTC). The fund is called the iShares Bitcoin Trust (NASDAQ: IBIT). The position represents less than one-tenth of a percent of his $494 billion portfolio.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Hedge Funds Assets 246

The Motley Fool

NOVEMBER 8, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. Now, I'll turn the call over to Main Street's CEO, Dwayne Hyzak.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 23, 2024

But if you want to add a high-potential stock to your portfolio in 2025, keep reading. With more than $900 billion in assets under management, Brookfield is one of the largest alternative asset managers in the world. Once you learn about all the niche investment funds it operates, you'll be truly amazed.

Asset Management 130

Asset Management Conglomerates Assets Management Fees 130

AltAssets

JANUARY 20, 2025

Patria and Committed Advisors have co-led a single-asset continuation fund for Hivest Capital Partners portfolio business Agora Makers. The post Hivest seals rapid exit of Agora makers through Patria, Committed Advisors-led continuation fund appeared first on AltAssets Private Equity News.

Funds 95

Funds Assets Capital Portfolios 95

The Motley Fool

DECEMBER 22, 2024

Today, Brookfield Corporation is a leading global investment firm with three core businesses: Alternative asset management : Brookfield, through its subsidiary, Brookfield Asset Management , is one of the world's largest alternative investment managers, with over $1 trillion in assets under management (AUM).

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

JANUARY 20, 2025

This structure also encouraged LPs to fund growth through issuing more equity, as the more units the LP had, the bigger the dollar payments would also become. For example, if a company raised its distribution by $0.02 Let's look at two great MLPs to buy right now. Consider when Nvidia made this list on April 15, 2005.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

Private Equity Insights

MARCH 12, 2025

With potential asset growth and increased target allocations from member funds, total commitments could exceed 4bn-6bn. The appointment follows ACCESS confirmation that it plans to establish an FCA-authorised investment management company, transitioning toward in-house portfolio management.

Private Equity Managers 147

Private Equity Managers Investing Assets Capital 147