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His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. Ackman's activist investor strategy requires a highly concentrated portfolio. billion portfolio is invested in just three companies. Where to invest $1,000 right now?
A 13F provides investors an under-the-hood look at which stocks money managers with at least $100 million in assets under management (AUM) have been buying and selling. Buffett oversees a 44-stock, $292 billion portfolio at Berkshire Hathaway. Thus, New England Asset Management is Warren Buffett's "secret" portfolio.
The fund will invest in a vehicle managed by 17Capital, a private credit firm that lends to private equity managers, investors, and funds using net asset value (NAV) as collateral. Following approval from the Bank of Lithuania, the fund is set to begin operations, with investment unit distribution launching in March.
The vehicleExcelsior Renewable Energy Investment Fund IIwill continue the firms strategy of investing equity into utility-scale solar, energy storage, wind, and other clean energy infrastructure across the United States. More than half of the funds capital is already deployed across 15 projects totalling 2.25 GW of generation capacity.
Buffett reminded attendees at Berkshire's annual meeting in 2020, "In my view, for most people, the best thing to do is to own the S&P 500 (SNPINDEX: ^GSPC) index fund." As mentioned, Warren Buffett has long regarded a low-cost S&P 500 index fund as the best way for most nonprofessional investors to get exposure to the U.S.
Franklin Templeton has introduced its first open-end fund focused on secondary private equity. The fund launched with $904.5m in assets under management through partnerships with two U.S. The Franklin Lexington Private Markets Fund (FLEX) is co-advised with Lexington Partners, a leader in secondary and co-investment markets.
GSAM has committed $150m of its own capital to the fund, which will primarily target senior lending opportunities but retain the flexibility to provide junior debt when needed. The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%.
The pension fund’s net assets grew to $123bn as of December 31, up from $112.6bn in 2023. HOOPPs public equities portfolio delivered a 17.9% Infrastructure assets also performed well, with a 12.3% Government bonds remain a key component of HOOPPs portfolio, with total holdings exceeding $40bn at year-end.
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.
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.
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.
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.
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.
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.
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 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?
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.
Momentum is building, in part, thanks to Swisscantos latest launch: the Private Equity Switzerland Growth II L-QIF fund. A Swisscanto spokesperson confirmed that several pension funds have already committed. Romano Gruber, team leader at PPCmetrics, pointed out that Swiss pension funds currently allocate around 2.5%
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?
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.
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.
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.
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.
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.
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.
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.
Exchange-traded funds (ETFs) like the Grayscale Bitcoin Mini Trust make buying Bitcoin like buying a share of any stock or ETF. Your portfolio will instantly have exposure to the daily price swings of Bitcoin. That's because the trust itself owns Bitcoin -- its only asset. Go to your brokerage account and buy shares of this ETF.
For money you want to hold up during a downturn, stick with FDIC-insured cash and Treasuries, with perhaps a complement of diversified bond funds that are a mix of government-issued debt and investment-grade corporates. This is where asset allocation and diversification become very important. Source: YCharts. Home prices: Up.
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.
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
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
Zürcher Kantonalbank Asset Management has successfully completed the final closing of the Swisscanto FundFund Private Equity World Carbon Solutions at around CHF 130 million (USD 150 million).
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
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.
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
Pantheon Senior Debt III comprises a series of vehicles including closed-end co-mingled funds, evergreen and rated insurance solutions, and separately managed accounts. The programme will target portfolios of senior secured, floating-rate, sponsor-backed assets across both LP-led and GP-led transactions.
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.
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
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.
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.
Assura owns a 3.1bn portfolio comprising more than 600 healthcare properties across the UK and Ireland, primarily focused on general practitioner surgeries and community care buildings. Despite its substantial asset base, the company employs just 79 people. KKR and Stonepeak tabled a final offer of 49.4p
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.
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.
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