Duke Capital Limited’s Post

This morning we have initiated coverage of Duke Capital Limited (LSE: DUKE). #DUKE provides long-term hybrid capital finance to lower-middle market SMEs in a business model unique in the UK. It earns an attractive 12-14% cash yield on initial investment generating reliable cash revenue of c£30m pa, with multiple upside kickers which have generated high returns on recycled investment. Despite increasing returns over WACC, Duke is trading at a discount to its historic rating, which we believe represents a significant opportunity for investors. The company has just announced a conditional £17.2m equity raise with an additional £3m retail offer and plans to attract a further c£100m in third party capital. Duke offers capital preservation, upside on exits and a dividend yield of 9.4%, over four times the average yield on AIM. Read the full note for free on our website, linked below. #Research #Equities #UKEquities #AIM #Fundraising #investmentresearch #investorrelations

✅High-Quality Investable Universe Year-end 2024 | Using Quality Value Investing’s (QVI) proprietary research checklist parameters, I screened for high-quality businesses. As always, less than 2% make the cut. https://lnkd.in/eeZhxc-D

First Capital Research’s ASPI target for 2024 has been achieved! Our dedicated research team’s insights proved spot-on, as they accurately predicted the CSE’s record-breaking ASPI surge to 13,500. This achievement aligns perfectly with the forecasts outlined in the Equity Strategy Report, November 2023. #FirstCapital #PerformanceFirst #ASPI #Equitystrategy #ColomboStockExchange #InvestmentResearch

Simona Shao shares her key takeaways from Markets Group's #ALTSSEA event in association with CFA Society Seattle, CFA Society Portland and CAIA Association.   ➡ The transformative impact of digital technology and shifts in economic dynamics - In an insightful keynote, the CEO of Russell Investments delved into how these factors are reshaping landscape of alternative investments. ➡ Re-evaluating alternatives - Top thinkers and CIOs shared their investment views on the macroeconomic outlook and how the democratization of alternatives factors into this. With alternatives now more accessible to a wider range of investors, it’s important to re-evaluate the role they play in the portfolio, how they’re allocated and structured, and the accuracy of measuring their performance.  ➡ Unlocking liquidity - investors are increasingly turning to the secondary market to find value opportunities as LPs work to boost liquidity.    Driving operational efficiency across the investment lifecycle whilst also scaling investor servicing capabilities to meet rising demand for access and performance data will be crucial for managers as they lean into these emerging opportunities. IDR can help through streamlining investor onboarding and servicing in a single platform. Reach out to Simona or visit our website www.idrgroup.com to learn more. #PrivateMarkets #Alternatives #PrivateEquity #Fundraising #OperationalEfficiency #InvestorOnboarding

#DebtConference 2024 – one of the leading European Conferences for #RealEstateDebtInvestments takes place on 12/13 September 2024 in #Frankfurt. We look forward to an exciting program with outstanding speakers. Don’t miss it and save the date! More information: DebtConference.com We look forward to an exciting program with outstanding speakers from TOP companies in the industry. Our Session III. MARKET OUTLOOK includes the following topics: 15:00 Is the Opportunity Set the Same Across Europe? ◼Philip Moore, Partner and Head of European Real Estate Debt, Ares Management Corporation ◼Daniel Riches, Head of Real Estate Finance, M&G Investments ◼Claus Vinge Skrumsager, Managing Director, Morgan Stanley | Investment Management 15:30 US Bank vs. Non-bank Lending with of Fundamental Changes to the Market ◼Jeff Fastov, Senior Managing Partner, Affinius Capital Management LLC ◼Raphael Fishbach, Co-CEO, Mesa West Capital 16:00 Financing or Equity Gap? ◼Andrew Gordon, Managing Director, Fund Management, Invesco US Real Estate ◼Manuel Koeppel, Managing Director, BF.capital GmbH ◼Jeff Thompson, Co-Head & President, GID Credit ◼Moderator: Anja Ritchie-Friedrich, Managing Director, StepStone Group Europe #FondsForum #DebtConference #RealEstateDebtInvestments #Investments #DebtCapital #DebtInstruments #DebtIssuance #DebtMarkets #DebtStrategy #DebtRestructuring #GlobalDebtMarkets #CapitalMarkets #GlobalRealEstateFinance #RealEstateDebt #GlobalPropertyDebt #DebtFinance #FinancingSolutions #DebtManagement #DebtAdvisory #FinancialServices #DebtRestructuring

I'm fairly confident that I benefited from this session more than anyone: Gregory Brown on Performance Analysis and Attribution with Alternative Investments, presented as part of Institute for Private Capital's Private Market Classroom series. Original research paper here: https://lnkd.in/eD3E6jCy For more info on our research or these Private Market Classroom sessions: https://lnkd.in/eZgmKjwv #alternativeinvestments #privateequity #benchmarking #PME #DirectAlpha

Quarterly earnings reports rarely make or break a company, but they can reveal underlying trends. Our investment team discusses opportunities they’re tracking. http://spr.ly/6041eJfaZ #Equities #CapitalIdeas #CapitalGroup

A very thoughtful analysis by Michael Mauboussin and team on how companies with a sustainable competitive advantage can consistently outperform over the long run. Key topics include the importance of industry structure, barriers to entry, and management quality in determining a firm’s success—a great read for anyone interested in strategy and long-term company growth.

🚀 Proud to share an article I coauthored with Arghavan Taheri & James Azarian on the 57th Annual Conference on Capital Markets in Real Estate! 💡 From resilient industrial sectors to innovative workforce housing solutions, this event was packed with insights shaping real estate & finance. 👏 Huge thanks to NYU Schack Institute of Real Estate for hosting such an impactful conference! 📖 Catch the full article here 👇 #nyuschack #nyusps #schack #nyublueprint

The world needs gamechangers and I truly believe that what Brian Ward and Chris Draper are doing with their Human Impact Units (Hu) are a part of that greater solution Companies like Caliber where we are making a true impact in the community by building schools, hospitals, hotels, co-working spaces, workforce housing and modular housing factories are a part of this true impact investing that has measurable positive data points that can be further monetized by global impact investors