Arbuthnot Latham’s Post

Here's why it could be a good time to consider allocating to global small caps. At the 2024 Pinnacle Investment Summit, Marcus Burns from Spheria Asset Management discussed how the pronounced valuation anomaly between small caps and large caps, along with the possibility of peaking #inflation, creates a compelling case for investing in the asset class. The Spheria Global Opportunities Fund provides exposure to a carefully constructed portfolio of international smaller companies, with strong cash flow generation and good balance sheets. More about the Fund: https://lnkd.in/g_UU8kSv #smallcaps #stockmarket #investing

A new study conducted by AAAIM in partnership with Bella Private Markets reveals a concerning issue: institutional investors frequently overlook funds managed by AAPI firms when granting access to Emerging Manager programs, despite evidence of strong performance. Learn more: https://lnkd.in/erVVXQp5 #report #investmentmanagement

Thank you AAAIM, for highlighting the disparity within disparity. The research shows that, sadly, the implicit and explicit dicrimination against Asian Americans in many Emerging Manager programs is alive and well. - Just under a fifth of US investors run emerging manager programs that include diversity criteria - Among investors with emerging manager programs, nearly a third fail to include AAPIs - Newer emerging manager programs are less likely to explicitly include AAPIs - AAPI-owned firms are overlooked even by investors that claim to include them - Emerging manager initiatives do not significantly improve AAPI-owned firms’ access to capital - AAPI-owned firms are more likely to receive re-ups compared with other firms

We are thrilled to announce our lead sponsor for the upcoming Lake Como fund forum on June 20th: BPI Gestão de Ativos! Joining us to present are: -Pedro Ramalho Fontes, Portfolio Manager of BPI Alternative: Iberian Equities Long/Short Fund -Francisco Pires, Portfolio Manager of BPI European Financial Equities Long/Short Fund Their presentation, titled "Consistent alpha generation through an uncorrelated market and factor neutral approach", will delve into the intricacies of Long-Short Equity Market-Neutral Europe. Expect valuable insights and innovative strategies that showcase their expertise in the field. Don't miss out on this opportunity to gain knowledge and network with industry leaders at one of the most picturesque locations. Want more information on Lake Como and other upcoming events? > https://lnkd.in/eqS5Uu67 #InvestmentStrategies #AlphaGeneration #MarketNeutral #PortfolioManagement #Finance #BPIGestãoDeAtivos #FinancialInsights #EquityMarkets #Networking

Gonzalo de Rivera, CEO of Alantra Private Equity, shared his insights on the Private Equity landscape in Spain in a conversation with Financecommunity.es at IPEM. He highlighted a positive outlook for the sector, pointing to key factors such as economic growth, greater clarity on interest rates and inflation, and the easing of supply chain disruptions. These dynamics are fostering a more conducive environment for deal-making, with stronger alignment between sellers and buyers, leading to an increase in M&A activity. A clear example of this are the two recent investments completed by Alantra Private Equity's fourth fund, including the acquisition of 13 dental laboratories, as well as two successful exits in the first half of 2024: Frías Nutrición S.A.U., a leading Spanish producer of plant-based beverages, and MONBAKE, the second-largest player in Spain’s frozen bakery market. Thanks Financecommunity.es and Julia Gil de la Torre for having us!

When we founded Moomoo Malaysia, our vision wasn’t just to provide a platform for trading—it was to fundamentally change the way Malaysians think about investing. #MerdekaBersamaMooFest was a clear demonstration of how far we’ve come on that journey, and more importantly, where we’re headed. The event brought together over 3,000 attendees, featured 9 sold-out bootcamps, and showcased insights from industry leaders, financial experts and influencers—all with one unified purpose: to empower Malaysians on their path to financial independence. But here’s what stood out to me most: We are not just teaching people to invest—we are reshaping the narrative around investing in Malaysia. We’re seeing a movement from hesitation to confidence and from complexity to accessibility. At #MerdekaBersamaMooFest, I saw individuals from all walks of life—whether new investors or seasoned ones—engage in conversations that were once reserved for financial elites. This is the future of investing: inclusive, accessible, and data-driven. And this shift will define the next generation of investors in Malaysia. A huge thank you to the Moomoo Malaysia team—your dedication and passion made this event a true success. I’m proud of what we’ve achieved together. A special thanks to Bursa Malaysia, our partners, experts, influencers, and most importantly, everyone who participated for being part of this incredible journey. This is just the beginning.

Capital Markets Malaysia (CMM) and the Institutional Investors Council Malaysia (IIC) are pleased to announce that Cohort 3 of our bespoke PRI Academy Principles for Responsible Investment training course is now open for registration! The Responsible Investment in Practice Programme is a six-month course based on the PRI’s best-practice training model. This three-stage approach, combining both classroom and online modules, equips participants with a solid understanding and confidence in discussing ESG issues. The programme is fully sponsored by Capital Markets Malaysia and is open to Malaysian investment professionals representing asset owners, fund managers and PE/VC firms. Seats are limited to 50 participants, with priority for IIC members. Registration link: https://lnkd.in/gtXXuUgT Successful applicants will be notified via email. Anthony Roberts Toby Belsom Michal Bartek, CFA Nick Cressey #assetowners #fundmanagers #privateequity #venturecapital #responsibleinvestment #esginvesting #sustainableinvesting #capitalmarkets #malaysia

At a series of roadshows in Europe, we were pleased to have the opportunity to engage with institutional investors on Fullerton’s Carbon Action Strategy. This growth private equity strategy invests in established, profitable mid-size companies at the cusp of the decarbonisation wave in Emerging Asia, with potential to deliver significant first-mover upside.   Find out more about the Strategy at: https://lnkd.in/d9eDq6Ps. #Privateequity #Asiadecarbonisation #Fullertoncarbonactionstrategy Sharon Chua, CAIA Mervin Teo Akhil Jain Anisa Keeratiworanan

Interested in learning more about best practices and fund manager experiences in distributing ELTIFs to European investors? Discover insights from past ELTIF launches as well as key strategies to consider in this webinar featuring Waystone panellist Oisin Kilgallen and industry experts from Apollo, AIMA and Arendt. Watch the replay here: https://lnkd.in/gW6kqTjT #ELTIF #Investment #Webinar

InvestKL announed that it has successfully secured RM3.3 billion in investments and creating 3,389 high-value regional jobs through the establishment of six global services hubs. Malaysia recorded an impressive Q1 2024 investment progress of RM83.7 billion, a 13% increase over the same period last year, of which 47% (RM39.3 billion) are from the services sector, marking a shift towards service-oriented investments. Reflecting these results, InvestKL’s new investments include the establishment of the following services hubs from the Americas, Europe, and Asia region. Read More: https://lnkd.in/gPyRzWxM #InvestKL #investment #highvaluejobs #regional #global #servicehubs