Omphalos Fund’s Post

Congratulation Pawel Skrzypek - "Tomorrow's Titan 2024" ❤️ It's just an enormous pleasure to work with one of the "Fifty Rising Stars" of the hedge fund world 😀 Getting 2 nominations from Funds Europe and The Hedge Fund Journal within barely one week is just AMAZING. Let's focus on our next steps to grow the Omphalos Fund and enhance the technology further in order to meet the expectations of our clients. Our journey just begins. #Awards #AI #KI #AssetManagement #Hedgefunds #Investments

This month's Alternative Investor is out, in which we look at ways to build a better fund in today's environment. Sign up to see this edition: https://lnkd.in/e7x8Evbh. ▶️ AIMA's Tom Kehoe, CAIA looks at the take-up and value of #GenAI. ▶️ Marex's Lawrence Obertelli focuses on emerging managers and how they can best capture investor interest. ▶️ Centralis Group's Jon Hanifan examines scaling a fund and the required changes. ▶️ MUFG Investor Services' Daniel Trentacosta looks at the value of working with trusted partners to strengthen client services and technology. ▶️ Kayenta's Mark Toone writes on the evolution of #treasury management from a support function to a core strategic element within a fund. In Letter from America, Prosek Partners' Mark Kollar examines the change in attitudes - for the better - towards the world of private credit. Turning to news, October was a tricky month for hedge funds, with RV the only strategy in the green. There were some decent fundraisings in secondaries and, perhaps surprisingly, in venture capital. Millennium has been prepping for the future, adding capital, looking at future partnerships, and even looking to launch its first new fund in three decades. Quarterly numbers show strong performances and significant inflows amongst the big brand #PE players. We are also entering a new era of super deals with KKR/ ECP (Energy Capital Partners) and Mubadala/ Seviora. The endowment alternative allocations have been underperforming US equities, while Preqin is forecasting a $30tn global alts world by 2030. In the world of activism, Elliott is turning to a new tool, podcasting... Plus more. We wrap up with RQC Group updating us on the latest regulatory developments from the UK and the US. Once again, we are delighted to have The Money Maze Podcast in this edition that is a collaboration between Brodie Consulting Group, Capricorn Fund Managers and RQC Group. Thank you to everybody else who contributed to this edition, namely Jonty Campion, Lynda Stoelker, Darryl Noik, Will Campion, Robert Quinn, Catherine S. Ruberry, Matthew Raver, Carla Morana, Patrick M., Vanessa Green, Drew Nicol, Chris Clifford, Esmeralda Estrella, Bari Trontz, Dominic P. Bencivenga, Kerry Marchbank, Chris Elliott, AIMA - The Alternative Investment Management Association, and all others. Visit the Alternative Investor Portal site to see past editions and upcoming industry events https://lnkd.in/efAhgTHH. #alternativeinvestments #alternativeinvesting #hedgefunds #privateequity #venturecapital #realestate #privatecredit

Navigating Market Dynamics: Invasset's Winning Investment Strategies! Invasset LLP's Growth Fund outperformed with a 128.47% gain in FY24, showcasing their prowess in adapting to market shifts. Partner & Fund Manager Anirudh Garg elucidated their four investment styles encoded in the Invasset AAID model, ensuring proactive and prudent decisions for investors. https://lnkd.in/gEbFqcXT

🚀 Investment Success Story: Mirae Asset Midcap Fund 🚀 Here's some some impressive milestones achieved by the Mirae Asset Midcap Fund since its launch on July 29, 2019—an exemplar of robust financial growth and consistent performance. 📊 Key Highlights: 1. Systematic Investment Plan (SIP): A SIP of ₹10,000 per month has transformed into a whopping ₹12.75 lakh over the past five years. 2. Annualised Returns: The scheme boasts an impressive annualised return of 30.72%, as highlighted in a recent Value Research report. 3. Lumpsum Investment: For those who opted for a lumpsum investment of ₹1 lakh at inception, their investment has now burgeoned to ₹3.56 lakh. These figures underscore the potential benefits of disciplined investing and the power of compounding. Whether you're a seasoned investor or just getting started on your financial journey, the Mirae Asset Midcap Fund’s track record presents a compelling case for considering midcap funds as part of your diversified portfolio. 🔍 Why Midcap Funds? Midcap funds often strike a balance between the growth potential of small-cap stocks and the stability of large-cap stocks. They can offer substantial returns for investors willing to navigate the associated risks. 💡 Investment Insights: - Embrace the long-term perspective. - Regular contributions can mitigate market volatility. - Diversification remains key to managing risk. As we look ahead, the Mirae Asset Midcap Fund serves as a reminder of the potential rewards that come with informed and disciplined investing. Let’s stay committed to our financial goals and explore opportunities that align with our risk tolerance and investment horizon. #InvestSmart #MiraeAsset #MidcapFund #SIP #LumpsumInvestment #FinancialGrowth #ValueResearch #StockMarket #InvestmentJourney #WealthManagement #Compounding #PortfolioDiversification --- Feel free to engage with this post and share your thoughts or experiences with SIPs and midcap funds! 📈💰

The “Democratization of Alternatives” could propel a seismic $10 trillion shift in assets in the coming decade, Investment News suggests. I’ve been engaged in the "Democratization" trend for more than two decades… 1998: created LASSO, one of the first multi-manager alts strategies with daily liquidity 2001: filed and secured a trademark for “Democratization of Hedge Funds” 2003: invited by the SEC, contributed a white paper on the topic for their Hedge Fund Roundtable 2009: launched the LASSO mutual fund, which gathered over one-half $billion AUM The enduring trend of “Democratization” will be the focus of my presentation at Aon's Annual Asset Management Conference this week. We'll delve into the catalysts: -Tax reform: the initial sparks set by the President, Congress, and the IRS -Regulatory reform: how the SEC has reshaped the landscape -Technology: the influence of digital platforms and the tokenization of alts We'll explore “democratized” alts: -The drive for new income sources: channeling capital into private credit -Pursuit of growth: rising interest in private equity secondary funds -Portfolio defense: seeking uncorrelated returns and risk mitigation -Inflation hedging: a pivot to real assets Key risks in this transition will not be overlooked. We will conclude by asking: "Who will emerge as the leading provider in the Democratization of Alternatives?" Understanding this mega-trend is critical for asset managers and advisors to maintain their competitive advantage. Are you prepared for this $10 trillion shift? Tell us in the comments: -who you believe will emerge as the leader of “democratized” alts -how you’re capitalizing on the “democratization” trend Special thanks to John Graham at Aon for the invitation, and kudos to Uri Dallal, Ruya Qadir, Anna (Prather) Digel, and the entire Aon team for orchestrating an excellent event. Thanks to my colleagues at K&L Gates for the introduction: Nicholas Hodge, Michael S. Caccese, Kelly Koltes, Kenneth Holston, and TJ Bright. Link to the Investment News article: https://lnkd.in/edCtyC7P #alternativeinvestments #alternativeassets #alternatives #alts #democratization #fundmanagement

As Asset Management Awareness Month continues, we're spotlighting the pinnacle of strategic investing: harnessing the power of Private Equity (PE) through your Self-Directed IRA (SDIRA). 🚀 Our latest blog post dives deep into how you can elevate your retirement portfolio by investing in private companies, from groundbreaking startups to established enterprises. 🏢✨ PE investing offers a unique blend of potential high returns and portfolio diversification, all while allowing you to support businesses you're passionate about. Whether you're looking to invest in your local economy or back the next big innovation, our blog provides the insights you need to get started. Don't miss this chance to discover how your SDIRA can become a powerful tool for private equity investing. Explore the opportunities today and make your investment count! 🌟 Read the full story here: https://bit.ly/3TqWWh3 - - #AssetManagementAwarenessMonth #PrivateEquity #SDIRA #InvestingFuture #NDTCO

Linking a portion of carried interest to impact performance is becoming more common, with private equity firms like Apollo, Apax and EQT implementing such a mechanism. LPs are split on the idea. Read the story here to learn more: https://okt.to/t2igIz #NPM #PrivateMarkets #FundEconomics #ImpactInvesting

Special situations funds, a loosely-defined term that often refers to funds that see opportunities in one-off events such as restructurings or M&A, and whose investment philosophy emphasises manager skill above theme or factor. Stuart Widdowson, Odyssean Investment Trust Odyssean Capital LLP "the key is to find stocks that are underappreciated, typically, it’s a company that’s not fulfilling its current potential."

#dailyorbit: “Why GP stakes is the strategy of the moment” Private Equity International recently published an interesting article with the above title, referring to funds that make minority investments in private capital firms themselves, rather than in the funds they manage.* “For years, the number of participants in this niche corner of the industry could be counted on two hands; now, the strategy has had enough time to prove itself a viable one and is benefitting from LPs’ increased appetites and potential investment targets as a result,” writes Helen de Beer. The article also highlights how non-institutional investors seeking defensive investments might find GP stakes “incredibly appealing”. This appeal stems from the potentially more stable nature of cash flows. Indeed, GP stakes funds can unlock a distinctive return profile that includes management fees, carried interest and capital appreciation. Find out more about these features and GP stakes in general in our article below. #PrivateCapital #GPStakes #InvestorInsights *https://moonfa.re/3wLlRVe

We've seen a significant uptick in allocation to alternatives over the last year. As alts become a more mainstream investment choice advisers will need to understand the broad spectrum of options available, from liquid alts to more sophisticated niche strategies. Thanks to The Inside Adviser for covering some of the key discussion points from a recent panel discussion with Praemium's James Edmonds, CFA. Reach out to the Praemium team to find out more about how we can help you to implement an alternatives strategy for your clients. #alternativeinvestments #alternativeassets #praemium #platform #wealthmanagement #financialadvice #advisers https://lnkd.in/g-ySMdzB