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FCA Publishes Findings on Private Market Valuation Practices

JD Supra: Mergers

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

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M&A Blog #20 – valuation (Dividend Discount Model - DDM)

Francine Way

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Because this step is similar in this method as it is in the other valuation methods (DCF, Comparable Company, etc.),

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AI investor on why Nvidia's valuation isn't crazy and his top picks in the space

CNBC: Investing

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

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Apple analysts shrug off Warren Buffett's big sale, remain bullish on the tech giant

CNBC: Investing

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

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How to Land a Private Equity Internship: Tips and Strategies

OfficeHours

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

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Bloomberg expands portfolio of thematic indices with new MVP index and pricing power index

The TRADE

The top 50 companies demonstrating the highest momentum, muted volatility, attractive valuations and most profitability are identified by the MVP index. An aggregated sector-neutral MVP score selects the companies – for a security to be selected for the index, it must be a member of the Bloomberg US large cap index (B500 index).

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Replicating Portfolio

Wall Street Mojo

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.