Nedgroup Investments’ Post

What the heck is a waterfall distribution model? A distribution waterfall is a popular term in equity investing that refers to the way in which capital gains of a fund are allocated between the participants in an investment, typically the limited partners (LPs) and the general partner (GP). One common piece of a waterfall is the LP Limited Partners are paid from the first pool of a capital from the deal. Once the pond reaches its predetermined capacity, say 8% prefferd to LP's. The water fall continues and pays the GP team thier predetermined share All this and more is spelled out in detail in the investor documents and the PPM (private placement memorandum) Ready to learn more about investing in larger deals? Check out our content under investor education on our web site. #capitalturners #realestate #investing

Watch now | Saul Miller, co-portfolio manager of the Nedgroup Investments Balanced Fund, recaps on the fund's performance and provides a comprehensive analysis of the market in the second quarter of 2024. If you missed our recent Quarterly Roundup event, watch the full update here: https://ow.ly/SL1i50T1K4X The Nedgroup Investments Balanced Fund is part of our Flagship Fund Range. To learn more about our Flagship Fund Range, visit: https://ow.ly/UaRu50T1K4W #NedgroupInvestments #FlagshipFundRange #BalancedFund #MultiAssetInvesting #QuarterlyUpdate #InvestmentInsights #BestofBreed™

General Partners (GPs) in private equity funds generally commit one to five percent of their fund’s total commitment. As such, GPs also receive their share of distributable proceeds in addition to the carried interest. Curious how GP capital commitment affects the waterfall? Check out this EisnerAmper article to learn how and see an example. https://okt.to/nTL8W0 #RealEstate #WaterfallDistributions

An exchange-traded fund (ETF) on the S&P 500 is the winning investing strategy for this beginning investor. Via TheStreet #ETFInvesting #SP500 #InvestingStrategy #BeginnerInvestor #InvestmentPortfolio #StockMarketTips

Calling all #investors #fundmanagers #asset #allocators : I will be opening up my investment company to LPs for the first time. The fund model is not a VC model, as I believe that is outdated in current times and no longer builds good returns or sustainable companies. Going with an SPV-based model where we add no funds to the vehicle take no management fees - a 10% share in the return only. James Heath : would love to chat with you on this if you are up for it, as I see your views on the current investment landscape is similar to what I believe. https://lnkd.in/ekgEb2at

Read now | Experience is the cornerstone of sound investment strategies and time is the greatest gift of all. In this article, Trevor Garvin, Head of Multi-Management, reflects on his incredible 20 years as Fund Manager of the Nedgroup Investments Select Fund of Funds Range and the important lessons he has learned along the way. While the investment landscape is continuously evolving, Trevor says there are valuable lessons and key principles that will always be relevant and can guide both novice and seasoned fund managers and investors. Read the article for more insights: https://ow.ly/XTkZ50UoZWR #NedgroupInvestments #MultiManager #InvestmentStrategy #FundManagement #AssetManagement #InvestmentInsights

🔎 Q. “I see lot of companies declared dividend. In case of mutual fund units of that company, how will the benefit of dividend be shared with mutual fund investors?” 💡 A. In case of mutual funds, the dividend is received by the mutual fund. After receiving it, the fund manager adds it back to the total investments (assets under management) of the same mutual fund. In short, the dividends belong to the investors — it gets reinvested. 👉 The dividend is not sent to the investor directly.

The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are tailored to suit diverse investor needs across risk profiles. Our funds are backed by deep market research and the expertise of our Best of Breed™ fund manager partners who know how to spot opportunities even during volatile market conditions. By investing in these funds, investors can get access to diversified risk, the ability to capitalise on local opportunities, exposure to international markets and the flexibility for agile portfolio adjustments. Learn more about our Flagship Fund Range: https://ow.ly/rTw350QG0Ey #NedgroupInvestments #FlagshipFundRange #BestofBreed™ #InvestmentInsights #BalancedFund #FlexibleIncomeFund #StableFund #OpportunityFund #BravataWorldwideFlexibleFund #MultiAssetInvesting #PortfolioConstruction

New poll: fund managers, what do you expect to be your biggest challenges as a business in 2025? Vote here today: https://lnkd.in/dNxKRkPJ #fundmanagement #assetmanagement #FinanceNews

🌟 Navigating the Debt Mechanism: The Importance of Finding the Right Deal 🌟 At The Criterion Fund, building strong relationships is key, but the real challenge lies in securing the perfect deal. Discover why we find greater success when partners approach us with ready-to-execute deals, and how this strategy leads to more fruitful partnerships. Dive into our latest insights on investment strategies and asset management. 📈 Read more on our blog! linktr.ee/thecriterionfund 🔗 #InvestmentStrategies #DebtMechanism #AssetManagement #TheCriterionFund #InvestmentRelationships #DealAcquisition #InvestmentPartnerships #TulsaInvestment #OklahomaInvestments #AssetClassInvestments