Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

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Private Equity Insights

JANUARY 30, 2025

Blue Sage Capital closed its fourth private equity fund, Blue Sage Capital IV, at $618m, exceeding its $400m target and $550m hard cap. The Texas-based firm, known for investing in lower middle-market companies, raised more than twice the amount of its $300m predecessor fund. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JANUARY 14, 2025

The fund aims to provide flexible credit solutions to mid-sized companies across Europe, focusing on direct lending and structured credit investments. The capital was raised from a global pool of investors, including insurance companies, pension funds, and family offices.

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Private Equity Wire

NOVEMBER 13, 2024

AshGrove Capital (AshGrove), an independent pan-European speciality lender, has held the final close of AshGrove Speciality Lending Fund II at its hard cap of €650m, surpassing its original target of €500m. Fund II achieved a 107% re-up rate among existing limited partners as well as securing over €325m in new capital commitments.

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Private Equity Insights

JUNE 13, 2023

AP Pension has invested in a Morgan Stanley fund that aims to reduce carbon emissions by 1GT ahead of 2050. Danish pension fund AP Pension has invested in the Morgan Stanley 1 Gigaton fund, which aims to remove one gigaton of CO2-equivalent emissions from the Earth’s atmosphere by 2050.

Pension Funds 130

Pension Funds Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

JANUARY 13, 2025

Growth equity firm Valspring Capital has closed its first fund, Valspring Capital Fund I, exceeding its $255m target, with plans to focus on investments in growth-stage companies in the healthcare sector. Valspring Capital was founded in 2022 by a team that previously worked at Bain Capital Ventures.

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Private Equity Insights

FEBRUARY 28, 2025

The fund is 33% larger than its predecessor, reflecting strong investor demand for energy transition investments. David Foley, Global Head of Blackstone Energy Transition Partners, highlighted the investment potential in energy transition, citing growing demand for electricity, grid reliability, and energy efficiency.

High Net Worth Individuals 162

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

Private Equity Insights

FEBRUARY 7, 2025

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%.

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Funds Pension Funds Asset Management Financing 147

Private Equity Insights

MARCH 12, 2025

The country’s growing pool of pension funds and increasing corporate restructuring activities are drawing the attention of alternative investment firms worldwide. The broader Asia-Pacific private equity market saw investment activity rise to $138bn in 2024, marking an 8.1% increase from the previous year.

Mergers and Acquisitions 147

Mergers and Acquisitions Leveraged Buyouts Buyout Exit Strategy 147

Private Equity Wire

NOVEMBER 19, 2024

The Maine Public Employees Retirement System (MainePERS), based in Augusta, has approved two alternative investment commitments totalling up to $200m, according to a report by Pensions & Investments Online citing James Bennett, the Chief Investment Officer of the $20.2bn pension fund.

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Private Equity Wire

DECEMBER 24, 2024

Major private equity firms have faced significant obstacles in selling or listing their China-based portfolio companies in 2023, with Beijings tightening restrictions on IPOs and a decelerating economy having left foreign investors capital effectively trapped, according to a report by the Financial Times.

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Exit Strategy Private Equity Firms Private Equity Firms Pension Funds 96

Private Equity Insights

FEBRUARY 4, 2025

Alchemy Partners closed its latest fund, Alchemy Special Opportunities Fund V, securing 1bn in capital commitments and surpassing its initial fundraising target. It includes institutional investors such as pension funds, sovereign wealth funds, financial institutions, consultants, and family offices.

Pension Funds 130

Pension Funds Funds Financial Institutions Consulting 130

Private Equity Insights

JANUARY 21, 2025

Investcorp has been chosen by Kumpulan Wang Persaraan (KWAP), one of Malaysias largest pension funds, to manage a $110m special managed account focused on private equity. The SMA will primarily target investments in Southeast Asia, with a smaller allocation (15-20%) directed towards opportunities in Europe.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Capital 130

Private Equity Insights

JANUARY 16, 2025

The fund, one of the largest in the firms history, will focus on high-growth software and technology companies across multiple sectors. The capital was raised from a broad investor base, including pension funds, sovereign wealth funds, and family offices. Source: PR Newswire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Funds 130

Private Equity Wire

NOVEMBER 5, 2024

Shamrock Capital (Shamrock), an LA-based investment firm specialising in the media, entertainment, and communications sectors, has held the final closing of Shamrock Capital Growth Fund VI (Growth VI) and Shamrock Capital Clover Fund I (Clover I), with a combined $1.6bn in capital commitments.

Capital 93

Capital Pension Funds Funds Financial Institutions 93

Private Equity Insights

JANUARY 15, 2025

New Forests, a global sustainable investment manager, has raised 410m in the first close of its latest fund, focused on climate and forestry initiatives. The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m.

Pension Funds 130

Pension Funds Investors Funds Startups 130

The Motley Fool

JUNE 25, 2024

For example, AGNC Investment's (NASDAQ: AGNC) huge 14%-plus dividend yield might make income investors think they found a millionaire-maker stock. Here's what you need to know before you buy AGNC Investment. AGNC Investment is really most appropriate for investors that use an asset allocation model. wasn’t one of them.

Investing 245

Investing Pension Funds Assets Returns 245

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. The firms acquisition of private-credit giant HPS Investment Partners, which manages nearly $150bn in assets, is set to close this year.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

Private Equity Insights

AUGUST 17, 2023

Australia’s third-largest pension fund will officially open its first overseas outpost in London in November, a senior company official said, pushing for more private market investments as the sector outgrows the confines of home. Aware Super, with A$160 billion ($102 billion) in assets, will set up in the district of St.

Pension Funds 130

Pension Funds Assets Private Equity Firms Private Equity Firms 130

The Motley Fool

JANUARY 9, 2024

This is the situation with Annaly Capital (NYSE: NLY) and its 13.6% Some basic differences in the business model At their core, both Annaly and Realty Income are real estate investment trusts (REITs). This is a corporate structure designed to pass income on to investors via investment in institutional property markets.

Capital 245

Capital Pension Funds Collateral Debt 245

Private Equity Wire

FEBRUARY 5, 2025

Balbec Capital (Balbec), an alternative investment manager with over $16bn in platform assets, has held the final close of InSolve Global Credit Fund VI (IGCF VI), with over $1.7bn in commitments across the flagship fund and related vehicles. To date, the Fund has called 51% of capital commitments.

Capital 72

Capital Pension Funds Consulting Consultants 72

The Motley Fool

JUNE 29, 2024

If there's one thing you need to know about AGNC Investment (NASDAQ: AGNC) , it is that this mortgage real estate investment trust (REIT) has an ultra-high dividend yield of 15%. Here's why most investors will not want to buy AGNC Investment and why some will actually find the high-yield stock quite interesting.

Investing 246

Investing Initial Public Offering Pension Funds Assets 246

Private Equity Wire

SEPTEMBER 13, 2024

The Connecticut Retirement Plans & Trust Funds (CRPTF) has committed up to $450m to bolster its private equity portfolio, according to a report by Pensions & Investments citing an announcement by State Treasurer Erick Russell. As of June 30, the pension fund had an actual allocation of 11.3%

Pension Funds 98

Pension Funds Funds Capital Portfolios 98

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

The Motley Fool

MARCH 2, 2024

AGNC Investment (NASDAQ: AGNC) has one shockingly enticing feature: a 15% dividend yield. AGNC Investment, the dividend that just quits The single most important thing that dividend investors need to understand about AGNC Investment's dividend is that you simply can't rely on it. Here's what you need to know.

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Investing Pension Funds Capital Shareholders 246

The Motley Fool

JULY 15, 2023

There are a lot of unknowns today, which can make it difficult to invest. That should continue as they're all focused on capitalizing on strong long-term growth trends. Because of that, you could confidently invest $500 into any of them right now. This year, it's investing $1.5 This year, it's investing $1.5

Investing 246

Investing Pension Funds Hedge Funds Asset Management 246

The Motley Fool

NOVEMBER 18, 2023

Most real estate investment trusts (REITs) are fairly simple to understand, but that's not the case for Annaly Capital (NYSE: NLY). If you are looking at this REIT's oversized 14% dividend yield and thinking you've found a great investment opportunity, you'll want to make sure you know these three things before hitting the buy button.

Capital 242

Capital Pension Funds Collateral Assets 242

The Motley Fool

AUGUST 20, 2024

Ark Invest's Cathie Wood has made a name for herself as a bit of a financial maverick. Most funds prefer traditional equities and fixed-income investments. Only roughly 7% of total managed assets are in "alternative investments," which includes a broad array of assets, from farm land to private equity to crypto.

Exchange-Traded Funds 246

Exchange-Traded Funds Pension Funds Investing Assets 246

The Motley Fool

JANUARY 10, 2024

AGNC Investment (NASDAQ: AGNC) has a massive 14.4% To put that into context, the average real estate investment trust (REIT) yields just 3.9%, using Vanguard Real Estate Index ETF (NYSEMKT: VNQ) as a proxy. The problem with AGNC Investment To get the big news out early, most investors won't want to buy or hold AGNC Investment.

Mutual Funds 243

Mutual Funds Investing Pension Funds Collateral 243

Private Equity Wire

JANUARY 3, 2025

The New Hampshire Retirement System (NHRS) has approved two major commitments to alternative investments, totalling a combined $100m, as part of its ongoing strategy to diversify its portfolio, according to a report by Pensions & Investments. NHRS has an existing relationship Top Tier.

Pension Funds 99

Pension Funds Venture Capital Assets Debt 99

The Motley Fool

OCTOBER 12, 2024

AGNC Investment (NASDAQ: AGNC) looks like an income stock, but it doesn't actually behave like one. Here's what you need to know before you let a big yield suck you into an investment mistake. What does AGNC Investment do? AGNC Investment is a mortgage real estate investment trust (REIT).

Investing 246

Investing Pension Funds Bidding Taxes 246

Private Equity Wire

JANUARY 21, 2025

Private investment house Ardian has raised a record 3.2bn for its sixth-generation Expansion Fund, Ardian Expansion Fund VI (AEF VI), which will focus on making equity investments ranging from 50m to 300m, in private mid-sized businesses.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

Private Equity Wire

JANUARY 8, 2025

HBX Group, the Spanish travel technology company known for its Hotelbeds brand and backed by private equity firms Cinven, EQT, and Canadian pension fund CPP Investments, is gearing up for a 1bn ($1.04bn) initial public offering (IPO) in the coming weeks, according to a report by Reuters.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Initial Public Offering Pension Funds 97

AltAssets

NOVEMBER 28, 2023

European pension funds are committing a "miniscule" amount of their vast capital to VC funds in the region, continuing their historical trend of punching below their weight, new research from Atomico shows.

Pension Funds 98

Pension Funds Funds Capital Venture Capital 98

The Motley Fool

JULY 29, 2023

Constant vigilance is a much better way to approach investing. And right now, dividend investors eyeing AGNC Investment's (NASDAQ: AGNC) massive 13.8% The business is the story AGNC is a mortgage real estate investment trust (REIT). 10 stocks we like better than AGNC Investment Corp. and AGNC Investment Corp.

Pension Funds 246

Pension Funds Collateral Investing Leveraging 246

Private Equity Wire

JUNE 28, 2024

Chicago Public School Teachers’ Pension & Retirement Fund has allocated $30m to private equity funds following its 20 June board meeting, according to a report by Pensions & Investments. As of 31 March, the fund’s existing allocations to private equity and infrastructure stood at 8.5%

Pension Funds 98

Pension Funds Funds Capital Investing 98