Ahorn Capital’s Post

While an Industry fragments it benefits customers and hurts share holders. That's what Michael Porter explains in Five Forces Model. At #Karma being an early cycle investors we are finding lot of opportunities when we appy this heuristic in our Investing. Industries which are consolidating or consolidated have immense pricing power, churning huge free cash flows while creating wealth for its investors and they can continue to do so for foreseeable future. #KarmaInsights

The PE firm plans to make additional investments from its third fund while actively working on exit opportunities from its second fund, shares Darius Pandole, MD and CEO, Private Equity and Equity AIFs, JM Financial Ltd. in an interview with VCCircle. Read the complete VC Circle interview here - https://lnkd.in/d2rr7PKF #JMFinancial #PrivateEquity #InvestmentStrategy #FundManagement #VCCircle #PEInvestments 

Parnassus Value Equity Fund Portfolio Manager Billy Hwan shares key insights into growth and value investing, along with specific stocks and sectors that he believes are well positioned in the current market. Discover his thoughts in his interview with Investor's Business Daily. https://bit.ly/3UZ2tNO #StockMarket #ValueInvesting

Discover the insights on creating a new asset class and much more! 📈  Join Rajesh Sehgal, CFA and Monica Anand as they delve into the world of VC funds, exploring prime investment opportunities and the dynamics of unlisted and listed markets. #EquanimityInvestments #VentureCapital #VCfunding #Investments #Communities #ThinklyTalks #AMA #Discussion #AssetClasss #ListedMarket #UnlistedMarket

Had a fascinating conversation this morning with Michael Slane at Investec on how the current economic conditions have changed the GP/fund financing landscape and how they are leveraging technology to move quicker. Credit platform are typically resourced for a certain capacity, which makes it tough to move quickly and do justice to every deal in a busy period - augmenting inhouse teams with AI-native tools can be game changing in for this increased activity / dealflow. A really good example is NAV financing, where each transaction is lot of diligence work, but with overall low deal success rate. This is a perfect use case for AI, to generate a credit memo in hours instead of days, enabling teams to quickly say no to deals and focus more time on the highest value opportunities. Additionally, in an increasingly volatile rates environment, portfolio monitoring and risk management becomes even more important. This is another area where AI can quickly update credit reviews on borrowers as soon as a company reports or with changing market dynamics, allowing teams to prioritise investments that need the most attention. #ai #genai #rag #finance #privatecredit

🚀 Dive into the power of private equity with insights from Ted Seides, Managing Partner and Host of Capital Allocators, and Rahul Moodgal, Director & Partner at PARVUS ASSET MANAGEMENT LIMITED. Discover how the unique “illiquidity advantage” is reshaping private equity, turning it into a powerful tool for long-term capital growth and resilience. “Illiquidity has strangely become a feature more than a bug. It’s one decision your board can’t get in the way of, allowing compounding capital because people can’t get in the way.” – Ted Seides This conversation unpacks the evolution of private equity, its appeal across investor types, and the value of a locked-in approach to unlock growth in both U.S. and APAC markets. ✨ You don’t want to miss these insights—watch the full conversation here: https://lnkd.in/e2t8syND  #PrivateEquity #CapitalGrowth #AlternativeInvestments #APACFinance #USMarkets #InvestmentStrategies #LongTermInvesting #GlobalAltsAsia

Alternative Investments remain a powerful and growing industry, expanding across all securities forms and providing alpha creating opportunities for the limited partner community. … from the first LBO in 1901 (J.P. Morgan acquires Carnegie Steel Company (creating United States Steel)), and the first hedge fund in 1948 (Alfred Winslow Jones), the industry has come a long way Over the past two decades, one of the many firms I most admire, is Ares Management Corporation 📝 some recent stats on the firm below and a summary here 🔗 https://lnkd.in/ez48y3uS About the firm: Ares Management Corp. is engaged in providing investment management and consultancy services. It operates through the following segments: Credit Group, Private Equity Group and Real Estate Group. The Credit Group segment offers credit strategies across the liquid and illiquid spectrum, including syndicated bank loans, high yield bonds, credit opportunities, special situations, asset-backed investments and U.S. and European direct lending. The Credit Group provides solutions for traditional fixed income investors seeking to access the syndicated bank loan and high yield bond markets and capitalize on opportunities across traded corporate credit. It additionally provides investors access to directly originated fixed and floating rate credit assets and the ability to capitalize on illiquidity premiums across the credit spectrum. The Private Equity Group segment manages shared control investments in corporate private equity funds. The Real Estate Group segment provides debt, mortgage loans, and equity capital to borrowers, property owners, and real estate developers. The company was by founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA. #topvoices #entrepreneurship #leadership #caringcapitalism #mindfulness #linkedinlife

In this article from The Wall Street Transcript, Portfolio Manager Billy Hwan explains how the Parnassus Value Equity Fund employs a relative-value strategy, focusing on identifying undervalued companies with strong quality and growth potential. Read the full article here: https://bit.ly/3NbDX7s #StockMarket #ValueStocks #Investing

No longer the exclusive domain of institutional investors, private equity investments are increasingly playing an important role in the portfolios of individual investors. Expanding a traditional 60/40 portfolio to include an allocation to private equity may help build portfolio resiliency, adding a new source of diversification and uncorrelated returns. Meketa Capital has developed a new report discussing the potential opportunity for advisors and their clients. Read more here: https://lnkd.in/eUGtuTDv #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

Celebrating one year of the MarketVector™-GammaRoad U.S. Equity Strategy Index! As Chief Executive Officer Steven Schoenfeld noted, this milestone highlights the demand for strategies that "redefine traditional equity investing approaches." This achievement, in collaboration with GammaRoad Capital Partners, LLC, creates a systematic approach that balances risk and growth through equities and Treasury Bills. https://lnkd.in/eB6sSuSb #markettrends #equityinvesting #portfoliomanagement #riskmanagement