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Creating a well-diversified portfolio through individual stock selection requires extensive research, constant monitoring, and significant time commitment. Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. The fund's low 2.2% VTI data by YCharts.
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?
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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.
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.
Ardian has closed a continuation fund for Syclef, a European firm specialising in the installation and maintenance of refrigeration and air conditioning systems. The post Eurazeo, Astorg lead continuation fund for Ardian portfolio business Syclef appeared first on AltAssets Private Equity News.
Crestview Partners has raised almost $600m for its first continuation fund, which will take on a pair of portfolio businesses from its 2015-vintage Fund III. The post Crestview collects almost $600m for first continuation fund, for pair of Fund III portfolio companies appeared first on AltAssets Private Equity News.
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%. reaching its $999.9m
Franklin Templeton has introduced its first open-end fund focused on secondary private equity. The fund launched with $904.5m The Franklin Lexington Private Markets Fund (FLEX) is co-advised with Lexington Partners, a leader in secondary and co-investment markets. secondary PE fund appeared first on Private Equity Insights.
Allianz Global Investors closed its Private Markets Credit Opportunities Fund at 1.5bn, exceeding its initial target. The fund aims to provide flexible credit solutions to mid-sized companies across Europe, focusing on direct lending and structured credit investments. The company, co-owned by.
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. Gestcompost, founded in 2003, operates three sites capable of processing 1.2
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. The acquisition of Alacrity occurs as BlackRock intensifies its focus on expanding its portfolio of alternative investments.
The transaction sees the US fashion powerhouse acquire the British brand from private equity firm Cinven, as it looks to strengthen its international presence and expand its portfolio of accessories. The companys portfolio includes KG Kurt Geiger and Carvela, in addition to its namesake label.
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.
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. Can`t stop reading?
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% The fund also adjusted its pension liabilities, reflecting longer life expectancies and the need for extended retirement savings. Infrastructure assets also performed well, with a 12.3%
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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.
L2 Point Management has announced the closing of its first structured equity fund, L2 Point Opportunities Fund I LP (“Fund I”), with $312 million in capital, exceeding its target. We are grateful for the support of our limited partners, who see the value of our differentiated structured equity strategy.”
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. Continuation funds are particularly valuable in slower dealmaking environments.
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?
Insight Partners, a leading global software investor, raised $12.5bn for its latest fund, Insight Partners XII. The fund, one of the largest in the firms history, will focus on high-growth software and technology companies across multiple sectors. Source: PR Newswire Can’t stop reading?
Alchemy Partners closed its latest fund, Alchemy Special Opportunities Fund V, securing 1bn in capital commitments and surpassing its initial fundraising target. The fund focuses on European mid-market corporate special situations and has already deployed approximately 20% of its capital across nine investments in four countries.
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
Spanish private equity firm Buenavista Equity Partners, which specialises in investments in the lower- and mid-market segments, has unveiled a new healthcare-focused fund, BV Healthcare Growth Innvierte I, with an initial closing of 100m. Together, the two firms bring experience from 45 prior investments in the healthcare sector.
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 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.
Sky Island Capital, a Dallas-based private equity firm, closed its second fund, Sky Island Capital Fund II, securing $300m in commitments. The fund, which exceeded its initial target, highlights strong investor confidence in Sky Islands strategy and expertise. Source: Citybiz Can’t stop reading?
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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.
Colbeck Capital Management closed its $700m Strategic Lending Fund, designed to provide customised financing solutions for middle-market businesses in North America. The fund aims to address the unique needs of companies undergoing transitions or managing complex situations.
NIIF CEO Sanjiv Aggarwal outlined the fund’s strategy at a venture capital event in Mumbai, stating that it will focus on performing credit to capitalise on the increasing investor demand for high-yield debt. NIIF currently manages four funds, including its largest, the Master Fund, which is dedicated to infrastructure investments.
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.
Sky Island Capital has held an above target and final close of its second private equity fund, Sky Island Capital II LP , with $300 million in capital commitments. Limited partners in Fund II consist of both new and returning investors, such as insurance companies, family offices, endowments, and funds of funds.
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Cogenuity Partners closed its first fund, Cogenuity Fund I, securing $425m in total commitments. The fund attracted commitments from a broad base of investors, including endowments, foundations, insurance companies, funds-of-funds, and strategic investors. Can’t stop reading?
Six decades ago, his fledgling fund acquired the struggling textile maker Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. of its portfolio.
To support its efforts at facilitating improvements in the lives of people around the world, the foundation, which has provided more than $77 billion in funding from its inception through 2023, manages the Bill & Melinda Gates Foundation Trust, which is currently valued at around $42 billion. Do these stocks belong in your portfolio, too?
Pamlicos fifth fund closed in February 2020, also at its hard cap, with $1.4 The success of PC VI is a testament to the strength of our strategy, the caliber of our portfolio company management teams, and our firms commitment to driving lasting value. billion of capital. billion of capital.
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