LGT Capital Partners

According to IPE's Private Equity Report 2024, the private equity sector is beginning to show signs of recovery after a challenging period marked by geopolitical instability, inflation and high interest rates. While deal activity has increased in Q2 2024, valuations and exits still remain a challenge, IPE continues. Asked about his views on the current environment, Ivan Vercoutère, a Managing Partner and co-founder of LGT Capital Partners, said: “One of the main reasons GPs are holding onto their assets is that they prefer selling at 2021 valuations, which were higher, rather than the potentially lower prices in 2024. As distribution yields had dropped significantly to around 10% during Covid, compared to the pre-pandemic average of 25%, GPs understand they need to generate liquidity and return capital to LPs if they hope to successfully raise new funds in the future." Read the full article here: https://lnkd.in/dCM6Dx3N #lgtcapitalpartners #lgtcp #privatemarkets #privateequity

We are looking forward to the SuperInvestor conference in Monte Carlo this week. Cem Meric, Partner at LGT Capital Partners, will join a panel on emerging managers on 6 November 2024. Cem will explore the appeal of the emerging managers sector and the challenges of identifying and selecting the top performers.   LGT Capital Partners has a long-standing tradition of supporting promising, high-potential emerging managers. Many of our current key manager relationships started when we backed them in their first or second institutional fundraising.   Find out more about the panel here: https://lnkd.in/druQSZNk   #lgtcapitalpartners #lgtcp #privateequity #emergingmanagers #superinvestor 

As traditional exit opportunities have become scarcer in private equity, both investors and managers are increasingly turning to the secondary market to generate liquidity through partial sales of fund or company stakes. In a guest article published by Agefi Finance, André Aubert and Pauline Wetter, Partners at LGT Capital Partners, outline the benefits of secondaries investing. Although the deal pipeline in the secondary market has broadened and deepened, it remains important for buyers to be very selective about the opportunities they pursue. Find out more here: https://lnkd.in/dmBnUZ2n #lgtcapitalpartners #lgtcp #privateequity #secondaries #liquidity

We are pleased to announce the final close of the Crown Europe Small Buyouts VI (CESB VI) fund at more than EUR 750 million, exceeding the original target size. Leveraging our 25 years of experience in private equity investments, our sixth dedicated European small buyout fund focuses on access-constrained and highly specialized European private equity managers. Find out more here: https://lnkd.in/dKZmbjBt #lgtcapitalpartners #lgtcp #privateequity #primaries #finalclose

Yesterday, we organized a lunch presentation on insurance-linked strategies (ILS) at the Zunfthaus zur Meisen in the heart of Zurich. Eduard Held, Managing Director of the Elementarschadenpool Switzerland, and Michael Stahel, Partner and ILS Portfolio Manager at LGT Capital Partners, provided insights into the impact of climate change on the (re-)insurance business and discussed the related challenges and opportunities for ILS. The two presentations blended a Swiss and a global perspective. Our key takeaways are: - The (re-)insurance sector is aware of climate change impact and is able to adapt its business model accordingly; including risk mitigation and transfer vis-à-vis the capital markets, e.g. ILS investors. - ILS managers require pricing that takes climate change risk into account and actively reduce frequency covers and exposure to perils with less certainty. LGT Capital Partners therefore focuses primarily on ILS transactions that cover large single natural catastrophe event risks. - By choosing an active and conscious ILS manager, investors can access an alternative source of return that is largely uncorrelated to the financial markets. Many thanks to all who participated. Please reach out to us if you would like to discuss our thoughts around climate change and its impact on ILS, and check out our latest publication and webinar on this topic: https://lnkd.in/dHVizjHH #lgtcapitalpartners #lgtcp #insurancelinkedstrategies #ils #climatechange

Portfolio Adviser published an article on how to maintain income from bonds in a rate cutting world. It includes comments by Jetro Siekkinen, Partner at LGT Capital Partners, who explains why he believes emerging market debt can deliver positive returns in the quarters and years ahead. He highlights that the return drivers and risk characteristics of the sub-asset classes of emerging market debt are very different.   Find out more here: https://lnkd.in/dZbW_ZpB   #lgtcapitalpartners #lgtcp #emergingmarketsfixedincome #emergingmarkets #frontiermarkets

The sustainable investment landscape is continuing to evolve rapidly. Private markets are particularly well suited to sustainable investing – but which specific skills are required when investing sustainably in private markets? Tycho Sneyers, Managing Partner at LGT Capital Partners, shares his views on this topic with PA Future in the latest edition of its digital magazine. Read the full article here: https://lnkd.in/dJ47cZPZ #lgtcapitalpartners #lgtcp #esg #sustainability #alternativeinvesting

Terveisiä Helsingistä! Last week, we invited our Finnish stakeholders to celebrate our 25th anniversary with us at the NH Collection Grand Hansa in Helsinki. Our CEO, Roberto Paganoni, gave a keynote speech on 25 years of investing in alternatives after some welcome remarks by Maija Nykänen, Principal at LGT Capital Partners. Afterwards, we once again had the pleasure of listening to the first-class string music of the LGT Young Soloists and enjoyed some delicious food and drinks. Thank you all for coming. Or as we would say in Finnish: Kiitos kaikille osallistuneille! We look forward to seeing you soon again. #lgtcapitalpartners #lgtcp #alternativeinvesting #anniversary #celebrations #helsinki

Our colleagues Hanna Edström, CFA Edstroem and Keimpe Keuning attended the PRI in Person conference in Toronto, Canada, under the theme "Progressing Global Action on Responsible Investment." The event highlighted how responsible investors are taking action and driving meaningful changes in the real world. The conference atmosphere was one of optimism, underscored by a call for more action. In his keynote, Mark Carney emphasized the critical need to bridge gaps between emissions, policies, finance and actions as we work towards a net-zero future. On Wednesday, LGT Capital Partners hosted an exclusive dinner with select investors to discuss the key messages and takeaways from the event. We look forward to advancing our sustainability journey with our investors.   #lgtcapitalpartners #lgtcp #PRIinPerson #esg #sustainability

Why are hedge funds often seen as a source of innovation in asset management? In our video, Roger Hilty, Partner at LGT Capital Partners, looks at the current market environment and explains how hedge funds can generate alpha. #lgtcapitalpartners #lgtcp #diversifyingstrategies #hedgefunds #innovation