Looking for Private Equity Managers

ValueWalk's Raul Panganiban interviews Greg Silberman, CFA, CAIA and Chief Investment Officer of ACG Investment Management. Q1 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Interview with Greg Silberman Transcript Hello podcast listeners. Today's a very special episode with Greg Silberman, CFA, CAIA and Chief Investment Officer of ACG Investment Management. Greg...

Tiger Global’s Private Equity portfolio is dialed in on tech expected to benefit from Coronavirus disruptions

Tiger Global's private equity funds are focused on short-form videos, fintech and enterprise software-as-a-service, which will not be hampered and could capitalize on changes brought by the Coronavirus pandemic. In the firm's March 23 letter, which was reviewed by ValueWalk, Tiger Global Management said their Private Investment Partners (PIP)...

The Problems With Private Equity, Zombie Funds And More [Indepth]

ValueWalk's Raul Panganiban interviews Seb Canderle, a private equity expert and venture capital adviser. rawpixel / Pixabay Interview with Seb Canderle   Transcript Hello podcast listeners. Today's very special episode with Seb Canderle. He is a private equity and venture capital adviser. He has worked as an investment executive for several fund managers. He's...

Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”

Partners Group Private Equity (Master Fund) experienced a busy third quarter, according to the firm's third-quarter investor report, a copy of which has been reviewed by ValueWalk. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay According to the report, the fund completed 17 direct investments, two primary commitments, and...

What Returns Should Investors Expect From Private Equity

The collapse in interest rates, combined with historically high valuations (at least for U.S. stocks), have led many endowments, pension plans (especially those with large unfunded liabilities) and high net worth investors (such as those with their own family offices) to seek alternative investments that might offer more attractive...

Best Practices For The Modern, Data-Driven Private Equity Firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Every private equity fund manager has come to terms with the importance of data; both the game-changing potential of good data and the pitfalls of poorly...

Commitments To Private Equity Funds

Seventeen public pension plans reported commitments to Private Equity funds in July 2019, accounting for $822 million of investments. Q2 hedge fund letters, conference, scoops etc Average commitment size by public plans was $29 million per commitment, with a total of 28 commitments reported. As of July 31, 2019, 100 public plans...

How Private Equity Destroys Investors’ Wealth

Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is...

Verdad Capital On The Great Private Equity Rip-Off

Dan Rasmussen founded Verdad Capital in 2014, and since then he's quickly established himself as one of the industry's rising stars. In 2017, he was named to the Forbes 30 under 30 list. Q2 hedge fund letters, conference, scoops etc Verdad specializes in applying a private equity model to public markets....

Henry D. Wolfe: Why Are Private Equity Good Value Creators

ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses the encouragement of board diversity, CEO independence, the three key things for a better selection criteria, why are private equity...

Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘early’ Investment Opportunities

During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how micro-cap investing is like quasi private equity investing and how that provides significant ‘early’ investment opportunities. Here’s an excerpt from the interview: Q1 hedge fund letters, conference, scoops etc Image source: YouTube...

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