JD Supra: Mergers

JULY 14, 2023

In the private equity secondaries market, financing is often used to facilitate the purchase of portfolios of interests in private equity funds. These transactions require lenders to underwrite the value of assets that the borrower does not yet own, which gives rise to a specific set of challenges for the lenders.

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Portfolio Finance Finance Private Equity 130

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation.

Private Equity 165

Private Equity Portfolio Finance Finance 165

CNBC: Investing

NOVEMBER 21, 2023

The Wall Street bank analyzed the holdings of 735 hedge funds with $2.4 trillion of total equity positions — long and short — as of Sept.

Funds 123

Funds Portfolio Equities Banking 123

CNBC: Investing

APRIL 29, 2024

Having a diversified portfolio means you should have some of your money in bonds. Here's what to know

Portfolio 100

Portfolio Funds 100

CNBC: Investing

OCTOBER 26, 2023

State-focused municipal bond funds could offer a tax-savings opportunity to investors residing in locales with the steepest levies.

Funds 104

Funds Portfolio Investors 104

Global Newswire by Notified: M&A

DECEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that funds managed by Apollo affiliates (the “Apollo Funds”) have agreed to acquire a 50% stake in a Texas solar and battery energy storage system (“BESS”) portfolio from TotalEnergies. NEW YORK, Dec.

Portfolio 75

Portfolio Funds Management 75

PE Hub

JUNE 14, 2023

The post AMED Funds’ portfolio company acquires Canada Flurospar appeared first on PE Hub. Canada Fluorspar is the parent company of the Canada Fluorspar mine in St. Lawrence, Newfoundland and Labrador.

Portfolio 72

Portfolio Funds 72

CNBC: Investing

DECEMBER 20, 2023

Don't fixate too much on rich yields as you shop for dividend funds.

Funds 111

Funds Portfolio 111

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation 171

Valuation Portfolio Management Portfolio Funds 171

CNBC: Investing

DECEMBER 29, 2023

1 spot for a winning stock fund in 2023, according to Morningstar. Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1

Portfolio Management 104

Portfolio Management Funds Stock Portfolio 104

PE Hub

NOVEMBER 7, 2023

The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.

Portfolio 83

Portfolio Investment Funds 83

TechCrunch: M&A

SEPTEMBER 9, 2024

Progress CEO Yogesh Gupta said that the deal, which is expected to close by November 30, will bolster Progress’ portfolio with tools to help businesses more efficiently share — and […] © 2024 TechCrunch. All rights reserved. For personal use only.

Management 276

Management Portfolio Shares Business 276

CNBC: Investing

NOVEMBER 9, 2023

A confluence of events is resulting in some sharp discounts for closed-end funds, especially if you're looking on the fixed-income side.

Funds 111

Funds Portfolio 111

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio 130

Portfolio Business Mergers and Acquisitions M&A 130

JD Supra: Mergers

MAY 14, 2024

Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. By: Proskauer - Private Market Talks Podcast

Asset Management 152

Asset Management Portfolio Funds Management 152

CNBC: Investing

NOVEMBER 14, 2024

Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.

Asset Management 121

Asset Management Portfolio Investors Funds 121

JD Supra: Mergers

MARCH 12, 2024

Traditional debt financing was expensive and scarce, expectations on valuations were tricky to navigate, portfolio companies required additional attention, fundraising was not easy and regulators continued to scale up their scrutiny of the industry and its transactions. By: Akin Gump Strauss Hauer & Feld LLP

Private Equity 197

Private Equity Equities Debt Valuation 197

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. According to a report by Hedge Fund Research, Inc., as of the end of 2020, hedge funds managed approximately $3.6 Hedge funds can take concentrated positions. trillion in assets globally.

Financial Market 130

Financial Market Funds Risk Management Trading 130

PE Hub

DECEMBER 5, 2023

Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada. The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub.

Portfolio 81

Portfolio Funds Acquisitions Management 81

JD Supra: Mergers

OCTOBER 4, 2024

On September 28, 2024, California Governor Gavin Newsom vetoed AB 3129, which would have required qualifying private equity groups, hedge funds, and any associated portfolio companies to notify and obtain written consent from the California Attorney General (the AG) at least 90 days before closing healthcare transactions with certain healthcare facilities (..)

Healthcare 159

Healthcare Private Equity Management Portfolio 159

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

Portfolio Management 142

Portfolio Management Portfolio Funds Management 142

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

Portfolio Management 104

Portfolio Management Funds Investors Portfolio 104

Growth Business

JANUARY 22, 2025

While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. In typical VC portfolios, 50% or more of the companies wont survive, with the hope that among the remaining 50%, there will be one or two big successes that make up for all the losses.

Investors 98

Investors Business Portfolio Investment 98

CNBC: Investing

MARCH 19, 2024

Boost your portfolio's performance by cutting down on tax drag.

Portfolio 79

Portfolio Banking Bank Funds 79

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Portfolio Management 98

Portfolio Management Funds Management Portfolio 98

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management 126

Portfolio Management Stock Investors Portfolio 126

JD Supra: Mergers

JUNE 11, 2024

Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in funds and supports a portfolio of about 50 businesses worth an aggregate enterprise value of over $140 billion. By: Proskauer - Private Market Talks Podcast

Capital 152

Capital Private Equity Financial Services Healthcare 152

Business Standard - FInance

JUNE 29, 2023

Sundaram Alternates, an arm of Chennai-based Sundaram Group, on Thursday launched its fourth high-yield credit fund with a corpus of Rs 1,500 crore. The new fund seeks to raise Rs 750 crore with a green shoe option worth Rs 750 crore, taking the aggregated target size to Rs 1,500 crore.

Funds 98

Funds M&A Portfolio Investors 98

CNBC: Investing

NOVEMBER 15, 2024

Cathie Wood is defending her turbulent ARK Innovation ETF following a rocky stretch.

Portfolio 116

Portfolio Funds 116

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” There are only a few dozen large funds in this category worldwide, but they’ve greatly impacted the markets and finance careers. These funds are usually multi-strategy as well. you lose 10% from your peak AUM).

Funds 104

Funds Management Recruitment Portfolio 104

CNBC: Investing

APRIL 27, 2024

The Spear Alpha ETF (SPRX) is concentrated in about 26 holdings and almost everything in the portfolio is seen benefiting somehow from artificial intelligence.

Portfolio 131

Portfolio Funds 131

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management 120

Portfolio Management Portfolio Trading Funds 120

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management 115

Portfolio Management Management Portfolio IT 115

Growth Business

SEPTEMBER 25, 2023

By Aaron Hurst on Growth Business - Your gateway to entrepreneurial success The new fund from London-based Dawn Capital — the portfolio of which currently includes PayPal subsidiary Zettle , as well as Mimecast and Quantexa — was closed at a “hard cap” earlier this year.

Funds 105

Funds Capital Investment Business 105

JD Supra: Mergers

DECEMBER 12, 2023

As background, secondary transactions have proven useful to both limited partners (LPs) and general partners (GPs) who are looking to manage their portfolios during a stale or sluggish economic market. By: Woodruff Sawyer

Insurance 130

Insurance Portfolio Economics Funds 130

CNBC: Investing

SEPTEMBER 13, 2023

The new SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) has a lower fee than many of the biggest dividend funds on the market.

S&P 129

S&P Investors Portfolio Funds 129