“The team’s focus is on quality UK businesses and it is prepared to hold large positions of favoured businesses. M&A has been a material catalyst of returns for the fund in recent years.” 💬 Hawksmoor Investment Management’s Daniel Lockyer and Fairview Investing's Gavin Haynes highlight Gresham House UK Multi Cap Income fund and Downing Fund Managers' Simon Evan-Cook notes Gresham House UK Smaller Companies fund in the funds they think are set to benefit from M&A activity in an article for Trustnet. The team apply a #privateequity approach to #publicmarket investing and focus on holding large positions in their favoured quality UK businesses, backed by a strong private equity team and external network. Ken Wotton Brendan Gulston Cassie Herlihy David Bickerstaffe George Karidis https://lnkd.in/eYvS8TN7 #ukequities #uksmallers | Capital at risk. Not an investment recommendation.
Gresham House’s Post
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2023 was another record year of deal volume in the investment sector in the UK. Private equity featured in more transactions than ever, sponsoring a total of almost £1B worth of deals. Many of these transactions took place in the wealth management sector in the ongoing consolidation that resulted in an unprecedented number of deals during the year. Download MarshBerry’s Annual Investment Sector Market Report to gain key insights for 2024 in the UK. https://lnkd.in/efQc7HBa #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #MarketIntelligence #InvestmentBanking #InvestmentSector #Wealth #PrivateEquity
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We’re pleased to be able to share a longer update from Abby Glennie, Co-Fund Manager of abrdn Investment Trusts UK Smaller Companies Growth Trust. Glennie covers the strong Q1 performance of the Trust that saw it outperform the benchmark. The management team subscribe to the idea of 'running your winners' and some of the best attribution over the period came from Ashtead Technology, 4imprint, Hollywood Bowl and Cranswick. There's talk too around the fund's sector allocation and stocks to look out for in the portfolio. Glennie touches on interest rates and the anticipation that they will fall later in the year. Will a rate cut prove to be a tailwind for the small-cap space as it has done previously? #UKequities #Smallcap #UKsmallcap #AUSC #Growth #InvestmentTrust
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JMI Wealth Director Andrew Kelleher discusses Fletcher Building's announcement of a $700 million capital raise and its implications for the company. He also offers brief insights on other notable New Zealand companies seeking funding from both local and international investors. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #marketupdate #investors
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You don't want to miss the top 5 most popular private equity stories this week 👇 1. Why investors should introduce infrastructure bank loans into their portfolios 2. Silver Lake soars to $20.5bn for biggest fund yet, will refocus on big bets 3. Arjun’s North America LP push pays off as Europe-based firm raises €1.4bn 4. Partners Group launches industry-first evergreen ELTIF private equity fund 5. New York pension giant makes more than $1.1bn of alternatives fund commitments #PrivateEquity
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📢 Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager live webinar. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #virtualevent #InvestmentStrategies #Financialplanning *SJP Partner Practices* are Appointed Representatives of and represent only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives.
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What challenges do UK private equity investors face, and how can they adapt their strategies to combat them? CIL’s Senior Partner, Alex Marshall, explores the dynamics shaping today’s market and the strategies being deployed by private equity firms to drive value. PE funds have used a wide range of value creation strategies, ranging from operational improvement, M&A and financial engineering. But higher expectations from LPs now require more creative approaches. Take a look through Alex’s insights below. #PrivateEquity #MandA #Investors #ValueCreation https://lnkd.in/eDN9uusB
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We’re thrilled to be giving Australian investors access to Pantheon who are trailblazers in evergreen /semi liquid mid market private equity, private credit secondaries, and infrastructure secondaries. Most importantly, they have delivered market leading results for their clients over a long period of time in this format. The math of evergreen vs. closed-end funds (money multiple) doesn’t lie—when done right, these structures can efficiently compound wealth far quicker than a closed ended fund for institutional, private wealth, and family office investors. However, they are fundamentally different from closed-end funds—and require real expertise to deliver. Despite all the fanfare of “democratising alternatives”, very few private market managers have long term track record in the semi liquid space. Whilst most will get it right in the longer term, it’s the portfolio lessons learned from the past that will minimise the risk of underdelivering vs expectations in the short to medium term. Susan Long McAndrews Jeffrey Miller, CFA Victor Mayer Amyn Hassanally Charlotte Morris Katrina Christie Sam Edwards Samuel Mann Tim Williams Mark Nieuwoudt Dilniaz Singh Andrew Flitcroft Christopher Wolfe Max Robins-Burnard #midmarket #privateequity #coinvestment #secondaries
Despite an influx of offshore private markets and alternatives funds arriving on Australia’s shores, interest in differentiated, cycle-tested, and expertly managed strategies remains strong. We’ve been thrilled by the level of interest our partners at Pantheon have received over the past fortnight as they launch their Global Evergreen Mid-Market Secondaries offering into the Australian market. The Australian Financial Review’s Street Talk covers the story here: https://lnkd.in/gVcVDn_G Andrew King, Katrina Christie, Sam Edwards, Max Robins-Burnard, Christopher Wolfe, Samuel Mann, Andrew Flitcroft, Tim Williams #privateequity #secondaries
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How are Middle Eastern LPs balancing portfolio diversification and strategic alignment with state goals? Scott Garfield’s joins a panel on the sectors that are capturing interest among limited partners. Our view on which private equity firms can adapt and thrive in today’s more challenging conditions is available here: https://bit.ly/4ev75Ta SuperReturn #PrivateEquity #PrivateMarkets
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We’re hosting an event in Miami this evening, as part of our US programme. Philip Pirecki, Americas Lead for Jersey Finance, will be welcoming a small cohort of guests, including a mix of investment managers, lawyers and service providers, to discuss key topics and Jersey’s credentials. Contact Philip Pirecki to hear more about Jersey Finance’s activity in the US: https://lnkd.in/epU3Xr6G #Funds #FundManagers #AlternativeInvestments #PrivateEquity #RealEstateFunds #InvestmentFunds #CorporateServices #Tokenization #DigitalAssets #DigitalAssetManagement Philip Pirecki Elliot Refson
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"A modern Multi-Family Office isn't just about managing wealth, it's about so much more." It was great to hear Mutual Trust Pty Ltd's Director, Wealth, Angus Mann presenting at Markets Group's 5th Annual Australia Investors Forum today! #multifamilyoffice #modernfamilyoffice #whatmattersmost #purposeofwealth #intergenerationalwealth
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