Amid the turmoil in the public markets and the staggering macroeconomic environment, it should come as no surprise that the private markets are also struggling. In fact, there are... Read More
In July of last year, Maverick Capital launched a new fund, Maverick Growth, to capitalize on opportunities in private markets. The Tiger Cub fund, headed by Lee Ainslie III,... Read More
As we look at hedge fund performance since the global financial crisis in 2008 and 2009, some may have thought that hedge funds are dying. However, what we've seen... Read More
PE has a heightened appreciation for legal departments because of the pandemic; focus shifts to controlling legal spend from pursuing an absolute reduction in cost Q4 2021 hedge fund letters,... Read More
In some ways, the Federal Reserve is the whipping boy of Congress. Congress can’t decide on anything significant, so the Fed fills in the blanks, and keeps things moving,... Read More
Assets in private equity and venture capital strategies have seen significant growth in recent years. In comparison, assets in the hedge fund industry have experienced slowing growth rates. Q2 2021... Read More
Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
The private equity market declined last year, although it remained strong despite the pandemic. The management of Partners Group Private Equity Master Fund has a positive outlook for PE... Read More
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the interview: Q4 2020... Read More
Published today, 2021 Global Private Equity Outlook, a report produced by global law firm Dechert LLP in association with Mergermarket, finds that private equity (PE) funds still have plenty... Read More
A new report out this week from the Deloitte Center for Financial Services forecasts that private equity could be poised for “formidable” growth over the next five years, with... Read More
Frequent the business section of your favorite newspaper long enough, and you’ll see mentions of private equity (PE). Q3 2020 hedge fund letters, conferences and more Maybe it’s because a struggling... Read More
Private equity has been growing in popularity in recent years as more and more big-name funds and institutional investors dive in. Now even indexing giant Vanguard is out to... Read More
Partners Group's Private Equity Master Fund completed three new direct investments in July. The size of the fund reached $6 billion during July, and its five biggest private investments... Read More
Private-equity firms notched a major win in Washington with the Trump administration paving the way for the industry to tap a massive pot of money that has long been... Read More
Partners Group Private Equity master fund reported a decline of 12.3% in net asset value for March 2020. If you’re looking for value stocks, and exclusive access to value-focused hedge... Read More
At the Daily Journal Corporation's 2020 annual meeting of shareholders, which was held earlier this year, the company's long-standing chairman, Charlie Munger took over two hours of questions from... Read More
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... Read More
"We know from history," Dan Rasmussen, the founder, and portfolio manager of Verdad Advisers told the Grant's conference earlier this month, "that the greater the consensus, the greater the... Read More
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... Read More
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... Read More
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... Read More
