Pinnacle Investment Management Group’s Post

This week Aztlan Founder and CIO Alejandro H. Garza Salazar is in Lima, Peru meeting with institutional investors. ETFs continue to gain traction as an efficient investment alternative for investors in global markets! #AztlanInvestments #InstitutionalInvestors #ETFs #GlobalMarkets #InvestmentOpportunities #PeruFinance #InvestmentStrategies #EfficientInvesting #ETFGrowth #EmergingMarkets #LimaPeru Belo Partners Bolsa de Valores de Lima

Private equity is simple, right? Raise capital; buy assets; create value; sell assets; return capital (+ alpha). The enormous expansion of capital held privately is, in part, due to the huge success of private capital fund managers in doing exactly that. However, that capital is now held much more diversely, in different geographies by different types of entities so (re)raising the capital requires more sophisticated support. The (good) assets are now much more sought after, and are equally as diverse in location and nature, so require an agility and sophistication in things like SPV management, as well as a geographic capability to create and manage them. Creating value is tougher these days with the cost of capital pruning away the tailwinds and so the managers need all their resources focused on that, and not on the administrative aspects. A one-stop administrative partner is essential to narrow the focus. Realising value is more challenging as public markets remain less predictable as an exit route and structures like ‘private IPOs’ become more prevalent. In short, the world is full of opportunity for private capital fund managers but they increasingly need a global support partner alongside them who can cover the same ground they have to, as they grow and expand. Abdel would love to explain how we can help.

🚀 Exciting News for Latam Business 🚀 Belo Partners is thrilled to announce that his Strategic Partner AZTLAN Equity Management Small and Medium Caps ETF under the symbol #AZTD is already registered in the Bolsa de Valores de Lima and can be bought by local investors via any Peruvian SAB. #AZTD is Atzlan’s stock selection ETF, a unique rules-based strategy that selects the top 27 stocks based on fundamental factors. AZTD uses a proprietary 6-factor fundamental model to assign stock rankings: cash flow generation, value, growth, capital structure quality, earnings revisions and momentum. The Fund’s stock picks represent companies in developed markets across North America, Western Europe and Developed Asia, with market caps between $500 million and $10 billion. Energy, Real Estate and Pharmaceuticals are excluded Special thanks to Alejandro H. Garza Salazar for your trust. #investment #diversification #financialstability #investmentstrategy #AztlanEquityManagement

A stellar performance for the Swiss-Asia FM platform Garuda Growth Fund offering investors unique exposure to Indonesian equities, with the goal of outperforming the Jakarta Composite Index. Swiss-Asia Financial Services #fundmanagement #wealthmanagement #financialservices

What’s driving complexity for fund managers today? According to Abdel Latif Hmitti, CFA, it’s: • More globalised investors, investments and operations • Increase in different investor types, with growing focus on the wealth channel • Competition increasing, pushing the need to differentiate and keep costs low Abdel Hmitti, our Managing Director and Global Head of Funds, spoke to Side Letter at Private Equity International about the complexity currently facing fund managers and what’s behind it. https://hubs.li/Q02vt8LP0* At Vistra, we combat this complexity by removing the friction from global investment operations to help our clients grow. Find out more https://hubs.li/Q02vtf620. #vistrafundsolutions #progresswithoutfriction #borderlessbusiness *This article is available for PEI members only.

Interesting commentary from Abdel Latif Hmitti, CFA on the complexities facing fund managers today in Side Letter at Private Equity International. His insights are based on first-hand experience of removing this friction and helping our VISTRA clients grow. Thanks Katrina Lau for this thought provoking piece. #vistrafundsolutions #progresswithoutfriction #borderlessbusiness

For investors seeking exposure to South African large-cap stocks, the 27four AMETF provides an accessible investment opportunity. The 27four Large Cap Equity AMETF is designed to achieve long-term, sustainable capital growth by investing in some of the largest and most stable companies listed on the Johannesburg Stock Exchange (JSE). It aims to minimize the impact of market volatility while seeking to maximize returns Well done to 27four Investment Managers and JSE.

In 2023, Luxembourg led the European investment fund market with a 26% share, followed by Ireland at 20% and Germany at 13%. Together, these top three countries represent 59% of the total European net fund assets. 💼 At Universal Investment Group, we're proud to have a strong presence in all these three major fund domiciles. Through our platforms in Luxembourg, Ireland, and Germany, we offer comprehensive fund services to asset managers and asset owners. 💭Thinking about the best location for your fund? Contact our experts, Marcus Kuntz or Dirk Grosshans, to learn more! 💡 #EuropeanFundMarket #FundDomicile #SuperManCo The figures presented in this post are available in the EFAMA 2024 fact book.

Flexible fund structures have been around for decades, with the UK’s OEIC and Luxembourg’s SICAV being popular examples of flexibility and cost efficiency. These structures have made these jurisdictions the domicile of choice for thousands of funds over this period. To remain competitive in the market and attractive to global investors, Mauritius introduced its Variable Capital Company (“VCC”) framework in 2022 which offer greater flexibility and efficiency in capital management.  Read more here and then contact Pravesh Heeroo, TEP to talk about how BTG can help. https://lnkd.in/eDrqUuPg #fundstructuring #VCC #VariableCapitalCompany #Mauritius

The JSE’s potential move to lower index barriers for smaller-cap property companies could generate increased investment interest in South Africa’s emerging property subsectors, according to specialist real estate equity fund Meago Asset Managers. #businessday #financialservices #jse #propertystocks https://lnkd.in/dQPzxKdH