Campion Capital’s Post

ANREV, INREV and National Council of Real Estate Investment Fiduciaries (NCREIF) are pleased to present the latest in a series of quarterly snapshots of what’s happening in the global #realestate investment market. Key highlights from July 2024 include: 🌏 Real estate market recovery is expected to take place at different rates across Europe, the US and APAC due to differing economic conditions and valuation practices. 💹 Global investors should adopt an investment strategy that fully recognises the nuances involved in placing capital in heterogeneously recovering markets. 🔀 AUM among fund managers continues to concentrate among the largest firms, according to the ANREV/INREV/NCREIF Fund Manager #Survey 2024. Uncover global trends that can shape your #investment strategy. Explore the latest market insights on the ANREV website: https://lnkd.in/gw4XywYi .

In our first #EMDMinute, Fernando Grisales, CFA, Senior Portfolio Manager, outlines the five reasons to be excited about the outlook for the asset class. Read more on our EMD outlook here: https://okt.to/Kfr2WC

Are we in the early stages of a #UKequity market renaissance? Join Matthew Tillett, Fund Manager of the Premier Miton #UKFocus Fund and #UKValue Opportunities Fund, as he discusses how the team exploit opportunities in the #UKmarket, portfolio shifts and recent activity in #equitymarkets. For investment professionals only. Capital at risk. Premier Miton Investors #ukequities #investing #value

In 2008, funds run by Universa Investments gained as much as 150%. Universa is an investment management firm that specializes in risk mitigation. The company was founded in in 2007 by Mark Spitznagel and has Nassim Taleb as its Scientific Advisor. Risk mitigation strategies focused on buying out of the money options that will benefit from high volatility events that are not priced by the market. In 2008, this happened to be the Great Financial Crisis that led to sharp declines in equity indexes. Something similar happened in 2020 with the COVID pandemic. What events do you think are not priced in that could lead to huge financial gains using out of the money options? #options #derivatives #hedgefunds

AMWatch recognises Coeli’s partnership model as a key value driver for attracting superior investment teams and generating competitive returns. Read the full interview with CEO Erik Bäckström through the link: https://lnkd.in/d24aHiAw #investments #assetmanagement

In our first #EMDMinute, Fernando Grisales, Senior Portfolio Manager, outlines the five reasons to be excited about the outlook for the asset class. Watch below and stay tuned for more on the investment universe, long-term thematics and more. Read more on our EMD outlook here: https://okt.to/tYPuaC

Dominice Goodwin, our "Head of Asset Management", had the privilege of participating in the prestigious Nordics Investors Forum held in Oslo, organized by Markets Group last week. Dominice joined an esteemed panel alongside other industry experts including Kristian Flyvholm, Paal E. Karstensen, Sturla Skogland, CFA and Rahul Bhushan. Together, they delved into discussions surrounding the topic: Asset Allocation and the Macro-Economic Outlook for the Next 12 Months. The panelists shared valuable insights on strategic asset allocation and effective portfolio positioning in an ever-evolving economic landscape. Their diverse perspectives shed light on the challenges and opportunities that lie ahead, empowering investors to make informed decisions in these dynamic times. Thank you for a great event! #AssetManagement #InvestorsForum #MarketInsights #InvestmentStrategy

Copia Investment Partners is pleased to provide the April 2024 update for the ECP Asset Management Growth Companies Fund - our concentrated, all-cap, Australian equity portfolio manager. April 2024 comments: - Strong results from ResMed and GQG partners over April, while Block Inc dragged down performance. - Fund performance sits at 22.1% for the FYTD (vs 9.0% benchmark). ***𝘋𝘪𝘥 𝘺𝘰𝘶 𝘬𝘯𝘰𝘸 𝘵𝘩𝘦 𝘌𝘊𝘗 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵𝘎𝘳𝘰𝘸𝘵𝘩 𝘊𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘍𝘶𝘯𝘥 𝘪𝘴 Responsible Investment Association Australasia (RIAA) 𝘤𝘦𝘳𝘵𝘪𝘧𝘪𝘦𝘥 𝘢𝘯𝘥 𝘢𝘭𝘴𝘰 𝘩𝘢𝘴 Lonsec 5 𝘉𝘦𝘦𝘴 𝘚𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘴𝘤𝘰𝘳𝘦? *** More information on the current sector positioning is available in the monthly report attached. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information. #asx #asx200 #activemanagement #redefiningactiveinvestment

Exploring the investment perspectives of Italian Family Offices, Insurance Groups and Institutional Investors for the next 12 months. Stay tuned for insights on their strategies and expectations in the evolving financial landscape. #InvestmentStrategy #FamilyOffices #Insurers #InstitutionalInvestors #MarketTrends

Consolidation is making its mark on Sweden’s asset management industry. But investment organization Coeli is sitting on the fence as it has a different way of achieving growth – through partnerships with “extraordinary” investment teams. “The partnership program is about finding super-talented and qualitative investment teams that also have an entrepreneurial spirit of building something of their own, with the support and scale of a large organization empowering their success,” CEO Erik Bäckström tells AMWatch in an interview. Bäckström believes that consolidation is more relevant for “pure fund companies”, while Coeli has a “diversified, broad business” with revenue streams coming in from multiple channels. “When it comes down to that type of consolidation, we are always open for exceptional investment teams to come to Coeli and join the platform. But we don’t see the same need of large consolidation that you have seen with Didner & Gerge and some of the other firms,” he says. #assetmanager #assetmanagement #fundmanager #fundmanagement #investments #bankingindustry #financialmarkets #Nordic #wealthmanagement