Schroders’ Post

The #PrivateEquity sector is seeing increased deal volumes, stable exits, and a recovering VC landscape. Find this plus more in the Schroders Capital Private Equity Lens for Q3, a comprehensive report filled with charts on the global private equity market: https://okt.to/o3cpTa #Schroders #Investing

Squarepoint Capital #investmentmanagement follows VRS equity research. Squarepoint Capital is a global investment management firm headquartered in New York City, USA. The firm is known for its quantitative finance approach to investing. | VRS International S.A. #equityresearch #businessvaluation #creditrating   

What does the #privateequity fund of the future look like? Get interactive and find out here: https://lnkd.in/geFagK6i Unlock insights on navigating the new complexities of managing larger portfolios, expanding global footprints, and adapting to evolving LP requirements to stay competitive in a rapidly changing investment landscape.

PE - The Future of PE Investing Is All About...(Source: Partners Capital) Great data-driven insights from Partners Capital (an Investment Management service acting for endowments & foundations investing as LPs in PE) - by Daniel L. & Stan Miranda at Partners Capital: https://lnkd.in/eszXTMej "...we believe the Private Equity industry is currently experiencing a paradigm shift that will result in all Private Equity investors (LPs and GPs) focusing almost exclusively on the ability of the PE firm to grow portfolio company earnings faster than under the previous ownership. We refer to this as the PE owner’s post-acquisition operational value add (PAOVA), which is their set of skills and tools that are a core source of value creation. We believe the future is about identifying the firms with the greatest – and most repeatable – PAOVA capabilities." #business #pe #privateequity #investing #growth #valuecreation

I’ve been watching and playing in the PE and VC sponsored space since 1987 with at least 14 different sponsors. In years past it wasn’t so difficult to gain capital appreciation. Invest or buy low, with cheap cost of capital, leverage M&A, find some synergies and sell into the next hot space. Then the world changed with capital costs getting expensive, labor and supply chain costs going the wrong way and all of sudden liquidity events became hard to find. Left to operating partners/advisors and the core mangement team to execute growth the cash flow bar was raised significantly. Now and for the foreseeable future operating metrics, strategy, focus and execution are paramount. The winners will shine but finding them will be more difficult as the challenges to succeeding will ever increase. Ouch it hurts to speak the truth but I still love the passion of the PE and VC marketplace as there is no better vehicle for the entrepreneurial spirit in America.

Exactly right.

J.P. Morgan Asset Management’s Strategic Investment Advisory Group (SIAG) collaborates with seasoned investors to produce in-depth reports on asset allocation. Their final report in a three part series, “Gaining perspective on public and private equity,” explores the challenges and opportunities facing equity investors in the current environment. Read the full report: http://spr.ly/6043UVMc5 For institutional and professional investors only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. #StrategicInvestmentAdvisoryGroup

Private equity gives investors access to 85% of the total equity investment universe. Additionally, innovative evergreen structures are opening up avenues to high-quality, institutional-grade investment opportunities. Watch Ashmi Mehrotra, our Global Co-Head of the Private Equity Group, decode the nature of PE investing. #JPMorganAssetManagement #PrivateEquity HK: http://spr.ly/6043tb6jV AU: http://spr.ly/6044tb6jn For Institutional and Financial Advisers only. Source: S&P Capital IQ; data as of 8/31/22. Analysis by J.P.Morgan Asset Management.

Many advisors we speak with are exploring private market investing for the first time. Others have previous experience with legacy #alts investment vehicles but were left dissatisfied. Now, they’re revisiting private markets, especially as #evergreen structures become more widely available. However, not all Evergreen options are created equal. In this interview with Private Equity International, Bob Long and I share insight into the state of #privatemarkets, why evergreen products are gaining popularity, and what advisors should consider before selecting an evergreen fund. Link to article: https://lnkd.in/gjqJViyH #Evergreenfunds #StepStoneGroup #PrivateInvesting

Interested in understanding how private equity investing can drive superior returns and diversify your client portfolios? Then don't miss this chance to learn about market dynamics typically off-limits to the general public. At the MLC Asset Management Investment forum. Register today and join us in Brisbane, Sydney or Melbourne, 23-25 July. https://lnkd.in/gNfsg_bk #diversification #portfolioconstruction #privateequity