Investment Week’s Post

VSS Managing Partner Jeffrey Stevenson spoke with Middle Market Growth Magazine about some of the ways that private equity sponsors are maximizing value creation at portfolio companies amid a tighter exit environment. "In general, there’s a lot more emphasis in terms of value creation plans, and it’s much more a part of Day One or even pre-investment discussions," Jeffrey shared. Read the full article here: https://lnkd.in/gW6xHH5s #valuecreation #privateequity #exits #investment #middlemarket VSS Fund Management LLC is not responsible for content posted by third parties. VSS Fund Management LLC and third parties acting on its behalf reserve the right to process, retain, and monitor all electronic communications (including personally identifiable information) to the extent permitted under applicable law. By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.

Amid tighter exit conditions, PE firms are dedicating time and attention to boosting the value of portfolio companies; hear thoughts from VSS Capital Partners own Jeffrey Stevenson in Middle Market Growth Magazine below ⬇

When should we exit a mutual fund scheme ? We may wonder whether we should abandon a mutual fund scheme if it fails to perform for one year or two years in a row. First, ensure that the fund you invested is no longer underperforming. Examine its performance in comparison to other funds in the same category. Check to see if the other funds in a comparable category have also declined, or if it is simply your fund that has decreased. Evaluate the performance of the index that your fund is tracking to determine if it has also declined over that time period. To be considered an underperforming fund, the decline in performance must be endured for a minimum of three years. If a Fund Manager changes an unsuccessful fund, do not instantly abandon the fund. Evaluate the fund house's justifications, and then make a well-informed decision. Who knows, the new fund manager could be capable of taking the scheme to new heights. Short-term underperformance could have been attributed to momentary changes in investing strategy. If the fundamentals stay solid, do not penalise the fund. Funds have successes and slumps. Give your fund some time to recover if it is appropriate for your risk tolerance. #mutualfunds #mutualfund #fundmanager #indexfunds #risktolerance #investingstrategy

The global wealth management market expanded from $1,681.75 billion in 2022 to $1,826.17 billion in 2023, demonstrating a Compound Annual Growth Rate (CAGR) of 8.6%. Furthermore, the wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%. The global landscape of wealth management is undergoing a transformative shift, driven by an escalating demand for alternative investments. The surge in interest towards private equity, commodities, hedge funds, real estate investment trusts (REITs), and intellectual property is reshaping the dynamics of the wealth management market. #investmentstrategies #opportunities #wealthcreation

We have updated our multi-asset allocation strategy study, making two key changes. First, we have removed Brazil due to the unavailability of data for its bond markets and introduced Thailand as a replacement, along with an EM aggregate to provide an overall perspective on the numbers.   Second, we corrected an error regarding our returns for multi asset strategy.   The updated table demonstrates why the Multi-Asset Allocation Strategy offers a superior risk-adjusted experience for investors. It truly is an all-weather, all-terrain strategy. Thank you Saurabh Agrawal and Madhusudhan ML for highlighting the error. Please do highlight any further inputs that you may have. Kalpen Parekh Parth Shah DSP Mutual Fund

Total AUM of the mutual fund industry has seen a huge increase over the same month last year. The increase in AUM has been driven by huge inflows into equity and hybrid schemes. Sector schemes have played a large role in this increase. Are these inflows based on their strategic asset allocation or are investors being tactical about these flows? Are they being advised to have a long term outlook or are they being promised high and quick returns? Read our detailed analysis of the mutual fund industry flows in the month of July 2024.

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclaimer: This is an educational assignment/project and not a recommendation to buy or sell. The Author is not SEBI Registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #finance #stockmarket #mutualfund

#DIDYOUKNOW Mutual Funds are a great investment instrument offering incredible growth opportunities over the long term! 📈 With over 45 fund houses and 200+ asset managers, the industry boasts a whopping 1500+ schemes to cater to diverse investor needs. #SystematicInvestmentPlan SIP Accounts skyrocketed from 1 Cr in April 2016 to a staggering 8.2 Cr today! And check this out - in just 10 years, the #MutualFund industry has ballooned from INR 9.16 Trillion (Feb 2014) to approximately INR 54.54 Trillion (Feb 2024)! That's a jaw-dropping six-fold increase! 📈 On average, a whopping 15.4 Lakh new mutual fund folios are being added every month, since 2019, showing a stark interest in #PersonalFinancialGrowth 🚀🌱📊 Where do you fit into this dynamic and rapidly growing industry? #InvestorInterestbySQA

Multi Asset Allocation : With half the standard deviation of Domestic Equities,it delivers return close to Equities with higher liquidity and moderate risk. As Sahil Kapoor mentioned,It truly is an all-weather, all-terrain strategy that through its dynamic asset allocation strategy makes it look easy to earn double digit returns from markets. I always look forward to insightful data points from DSP Mutual Fund NETRA every month. #knowledge #learning #data #multiasset #equities

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclamer : This is an educational assingnment/project and not a recommendation to buy or sell. The Author is not SEBI Registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #finance #stockmarket #mutualfund