In recognition of the 10th anniversary of our flagship global equity strategy, we had the pleasure of hosting many of our clients at the Tate Modern Gallery to celebrate this important milestone. George Mavroudis, President and CEO of Guardian Capital Group, and Steve Bates, CIO of GuardCap Asset Management Limited , welcomed guests and reflected on the past 10 years before handing it over to our global equity investment team. The team discussed what they have learned over 10 years at GuardCap and the 28 years that the strategy has existed and the way in which our investment approach has been shaped by these experiences. In a second session, they also looked forward to what may be some of the key investment trends of the future. If you would like to know more about GuardCap and our longstanding global equity strategy, please do not hesitate to get in touch. Capital at risk.
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🌐 𝐀𝐬𝐭𝐫𝐚'𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐞𝐚𝐦 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐑𝐞𝐜𝐚𝐩 𝐰𝐢𝐭𝐡 Bowmoor Capital Our investment team recently attended an insightful webinar hosted by Bowmoor Capital, one of the fund managers we work with. The session was led by Richard Liddle, CEO of Bowmoor Capital, alongside 𝗚𝗮𝗿𝗲𝘁𝗵 𝗔𝗯𝗯𝗼𝘁, Chief Investment Officer, and Brendan Mulvany, Head of Execution. The discussion centered around the performance and strategy of the 𝗕𝗼𝘄𝗺𝗼𝗼𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝗹𝗽𝗵𝗮 𝗙𝘂𝗻𝗱, which has shown remarkable results since its public launch earlier this year. 📊 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐁𝐨𝐰𝐦𝐨𝐨𝐫 𝐆𝐥𝐨𝐛𝐚𝐥 𝐀𝐥𝐩𝐡𝐚 𝐅𝐮𝐧𝐝: ● 𝗙𝗼𝘂𝗻𝗱𝗲𝗱 𝗶𝗻 2013, this highly regulated, daily-traded fund aims to 𝗱𝗼𝘂𝗯𝗹𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵𝗶𝗻 3-5 𝘆𝗲𝗮𝗿𝘀 through mathematical, emotion-free investment processes. ● The fund has delivered an 18.40% 𝗮𝗻𝗻𝘂𝗮𝗹𝗶𝘇𝗲𝗱 𝗿𝗲𝘁𝘂𝗿𝗻 since inception, with consistent positive returns in every year but one. ● Bowmoor's strategy has outperformed the S&P 500 and similar funds by investing in 21 𝗵𝗶𝗴𝗵𝗹𝘆 𝗹𝗶𝗾𝘂𝗶𝗱 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 and focusing on market trends. ● 20% 𝗴𝗿𝗼𝘄𝘁𝗵 since January 2024, despite some volatility in August, which was attributed to market noise by Gareth Abbot. Bowmoor Capital’s trend-following investment approach is built to thrive in 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀, aligning with economic patterns. With the upcoming US election, we expect this fund to continue performing well, making it a valuable option for navigating uncertainty. At Astra, we stay committed to monitoring this fund closely to ensure our clients benefit from its solid returns and strategic approach. Interested in learning more about the 𝗕𝗼𝘄𝗺𝗼𝗼𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝗹𝗽𝗵𝗮 𝗙𝘂𝗻𝗱 and how it can fit into your portfolio? Connect with us today! https://lnkd.in/gq35GG9y #InvestSmart #FundManagement #AstraInvestments #BowmoorCapital #GlobalAlpha #MarketTrends #FinancialGrowth
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The NJ Factor Investing Olympiad is a one-of-a-kind investment management competition by NJ Asset Management based on Factor Investing. It offers an insight into the myriad aspects of factor investing and the opportunity to use the best in class SmartBeta Platform. To know more about NJ FIO, please visit www.njfio.com #NJMutualFund #NJFIO2024 #FactorInvesting #Olympiad #InvestmentChallenge #PortfolioPower #InnovateWithNJFIO #TheoryToTriumph
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Global Investing: Unveiling Unconventional Opportunities In the ever-evolving landscape of global investing, the search for promising opportunities often leads us down unexpected paths. Greg embarks on a journey to uncover the next frontier of quality investments, where potential gems may lie hidden in areas yet unexplored. 🎙️ Speaker: Greg Hopkins, PSG Asset Management #FrontiersOfDisruption #TheCollaborativeExchange #TheInvestmentForum2024 The Collaborative Exchange FUNDHUB.co.za
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For thirty years, private partnerships and traditional mutual fund/institutional shops stayed in their own lane. That all changed post GFC and firms are racing to build out a stable of diversified product offerings—traditional and alternative. With the help of Franklin Templeton CEO Jenny Johnson and Wellington Management CEO Jean Hynes, Capital Decanted diagnoses this evolution and the likely future state of tomorrow’s winning firms. Cameo mentions of KKR Blackstone The Carlyle Group Apollo Global Management, Inc. David Carey John Morris Ares Management Corporation General Atlantic TPG EQT Group Brookfield Asset Management T. Rowe Price Amundi BlackRock Russell Investments Hamilton Lane Capital Group BNY CIFC Asset Management Nikko Asset Management Group Tikehau Capital TCW PNC State Street Galaxy Asset Management Christie T. CAIA Association
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🚨 Hildred Capital Closes $750M Continuation Fund - Hildred Capital Management closes its first continuation fund at $750 million. - Hildred Capital Management focuses on middle-market companies across the world of healthcare. Based in New York, it began in 2014 as a family office and in 2019 began operating as an institutional private equity firm. - Focus on consumer healthcare investments, specifically in Crown Laboratories, Inc. and Hyland's Naturals. - Approximately 20% of the fund's capital comes from investors rolling over their stakes. - Andrew Goldman, Hildred’s co-founder and managing partner, noted this decision by existing investors to continue their involvement could be seen as a vote of confidence. - Indicates a mix of confidence and caution among existing backers. - Reflects a broader trend towards private-equity continuation funds amid challenging exit environments. - Highlights market caution and strategic decision-making among investment firms. - Lowenstein Sandler LLP Represented Hildred Capital in the Continuation Fund.
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What is an interval fund? XA Investments LLC's Benjamin McCulloch discusses the key characteristics of the fund structure that has become increasingly popular in recent years. Watch the video here: https://lnkd.in/eRyHVi5e #IntervalFunds #XAIConsulting
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General Counsel & Company Secretary at Versus Arthritis
2moThanks to all the GuardCap team for such a frank and open-spirited event, which made me think hard about how to ‘learn better’, as well as getting valuable insights on your appraisal processes. A brilliant venue too! Meeting so many of you in person was a great pleasure – reminding me of the enduring value of human connection. Sarah Lynde Elena Cullen