Search Results for “private equity” – Page 2 – ValueWalk Premium

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...

How To Assess Private Equity Waterfalls

Most private equity funds set their ”hurdle rate,” or preferred return, at around 8%, though this may vary depending on the fund’s strategy. This means the fund manager must generate an annualized net return of at least 8% for investors before the manager can share in any of the...

Richard Rainwater: The Godfather Of Private Equity Pt.2

Continued from part one.  As the quality of the people Rainwater backed improved, so did his returns. "By 1980," Rowe writes in his 1989 profile of the private equity manager, "the Basses and Rainwater had made the progression from being rich to enormously rich." Q1 hedge fund letters, conference, scoops etc rawpixel...

Richard Rainwater: The Godfather Of Private Equity Pt.1

When he passed away in September 2015, legendary dealmaker Richard Rainwater left behind a legacy in the private equity industry. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Described as being the "godfather of private equity" by Kenneth Hersh, the co-founder, and CEO of NGP Energy Capital Management, Rainwater helped...

2019 SALT Conference: The Future Of Private Equity

Notes from Seth Bernstein presentation at the 2019 SALT Conference called “Illiquid Mettle: The Future Of Private Equity.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Illiquid Mettle: The Future Of Private Equity Seth Bernstein - Chairman & Chief Executive Officer, Bernstein...

Women In Private Equity And Hedge Funds – February 2019

Analyzing the demographics of more than 280,000 industry professionals on our database, Preqin looks at the representation of women in hedge funds and at private equity firms* according to geography, seniority and role type. Q4 hedge fund letters, conference, scoops etc Women In Private Equity Key Facts Women are primarily employed in investor...

Alternatives In 2019: A Cautious Approach For Private Equity

Private equity has enjoyed a period of unprecedented success over the past decade, and the asset class is continuing to grow in importance, not only for institutional investors but also the wider economy and society as well. Four core themes underpin this growth. Q4 hedge fund letters, conference, scoops etc mohamed_hassan...

Quantitative Investing With Verdad Capital’s Dan Rasmussen, Nick Schmitz And Brian Chingono Talk Private Equity Style Investing In Small Caps [Full Podcast And transcript

A Q&A session with Dan Rasmussen, Portfolio Manager of the famed Verdad Capital as well as, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. The full podcast is available for all readers, the full 10,000 plus word transcript is available below for ValueWalkPremium subscribers and...

2019 Global Private Equity Survey

EY released its 2019 Global Private Equity Survey. I think you’ll find key themes uncovered by the survey useful, especially on how PE firms plan to overcome margin erosion fueled by asset growth via talent, tech and outsourcing. Q3 hedge fund letters, conference, scoops etc Among the key findings: ...

Private Equity: The Emperor Has No Clothes

This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. Q3 hedge fund letters, conference, scoops etc SUMMARY Private equity returns can be replicated with small cap equities Small, cheap and levered stocks would have achieved higher returns since 1988 Valuation and debt multiples are...

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