InsuranceAUM.com’s Post

"In the current installment of The Roundup, Oaktree examines the risks and opportunities in various asset classes at a moment when many investors are waiting to see whether this long-awaited dovish turn will actually materialize." Click here to read Oaktree Capital Management, L.P.'s latest piece: The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2024 Edition https://ow.ly/ux0F50R8MYU

Join Caroline Picot, Managing Director at Oaktree Capital Management, L.P. and Madelaine Jones, CFA Jones, Portfolio Manager at Oaktree Capital Management, L.P., as they explore the booming European CLO market, discussing issuance factors, CLO equity, risks, and investment strategies. https://lnkd.in/eyK6WKkb

Valuation Risk Is Often Ignored, but It Really Matters… There are many approaches to investing, but identifying and taking advantage of deviations from the instrinsic value of publicly listed mid-cap businesses has been most rewarding for Turtle Creek Asset Management and their clients. On my recent trip with Turtle Creek Asset Management it was a privilege to observe how competent manager selectors didn't simply focus their questions on comparative analysis of multiples of earnings (and other heuristics). Instead, their focus was to obtain insights on: A) how do you think about - and determine - intrinsic business value; B) how do you build a concentrated portfolio of companies that are the most misunderstood by the market; and C) how do you ensure intellectual honesty and debate within your investment team. To find out more on Turtle Creek's North American mid-cap equity strategy, with its demonstrable investment results over 25 years, contact me at elsmark@assetcircle.com For Professional Investors only. Image source: The wonderful Walbrook Club (London) where we hosted one of our exclusive roundtable events. Cyrille E. Urfer Laurent H. Auchlin Neil Clare, CFA Mohsin Bukhari Simon Evan-Cook Nick Wood

How can real estate investors thrive in today’s challenging market? FD Stonewater’s white paper, The Naked Truth: Real Returns Stripping Away Leverage, uncovers the answer: active asset management and operational expertise outperform traditional, passive strategies. Through a candid conversation with “The Wizard,” an industry expert, we address the realities of today’s capital markets, stripping away leverage and financial engineering to reveal what really drives returns. Ready to discover how we create value at the asset level to generate uncorrelated returns? 📖 Read the white paper: https://lnkd.in/erCgPKGn   💡 Learn about the STAR Evergreen Fund: https://lnkd.in/eiij-28N  #RealEstateInvesting #ActiveManagement

In today’s volatile markets, achieving consistent returns requires more than conventional passive strategies. The Wizard asked:  “What truly drives long-term success in real estate investing?” Our answer: “Operational expertise, not financial engineering.” At FD Stonewater, The STAR Evergreen Fund leverages active management to unlock NOI growth and protect returns, regardless of market fluctuations. We focus on mission-critical, single-tenant real estate and leverage active management to generate uncorrelated returns that thrive regardless of market conditions.  📖 Read the white paper: https://lnkd.in/erCgPKGn   💡 Learn about the STAR Evergreen Fund: https://lnkd.in/eiij-28N #RealEstateInvesting #ActiveManagement

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/gDSzmbG5 #MercerNews #investing #investment

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/dRd_6qnn #MercerNews #investing #investment

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/emChTfAr #MercerNews #investing #investment

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/eyYzsnCN #MercerNews #investing #investment

At Asset Preservation Capital, we cherish the 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 we foster with our clientele family. These connections are the foundation of our personalized service and dedicated support. 𝗪𝗲'𝗿𝗲 𝗴𝗿𝗮𝘁𝗲𝗳𝘂𝗹 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘁𝗿𝘂𝘀𝘁 you place in us and love sharing special moments like these. Here’s to many more celebrations and continued success together! 🙏 Give us a call at 𝟮𝟰𝟴-𝟲𝟰𝟵-𝟰𝟳𝟱𝟵 to learn more about coming on board! #clientfirst #clientappreciation #financialplanning