YardHouse Global Partners

One of our strategic clients in Europe, invested today into Asset Value Investors (AVI) Japanese Equity strategy - we would like to thank Joe Bauernfreund and his team, at AVI, for supporting us within this process and for the trust shown by this institutionel investor. The Investment objective of the strategy is to achieve long-term capital appreciation through investing in a portfolio of over-capitalised small-cap Japanese equities. Asset Value Investors will leverage its three decades of experience investing in asset-backed companies to engage with company management and help to unlock value in this under-researched area of the market. See more: https://lnkd.in/eAwzWq9h #yardhouseglobalpartners #japan #equities #ucits #smallcap #activism

In the latest Equity Market Outlook, Sumit Jain, Deputy Chief Investment Officer at ASK Investment Managers, delves into Q1 FY25 results. He also highlights trends like the convergence of performance across market caps. Watch the detailed Market Outlook for the month of September 2024.

Press release: H1 video commentary by CEO Pontus Engström 🎥 Curious about how we’re driving growth and making an impact? In just 5 minutes, our CEO, Pontus Engström, provides a concise overview of our performance in the first half of 2024 and shares the strategic priorities that will guide us through the rest of the year. 🎥 Here’s What You’ll Learn: 📈 Portfolio Highlights: See how AML Finance, Mtaji Wetu Finance, and Shambani Milk are leading the way in our portfolio, contributing to both financial growth and positive societal impact. 🌟 Strategic Developments: Discover our latest initiatives, including the expansion of our credit facilities and Zanrec’s shift to plastic recycling—key moves positioning us for continued success. 🔮 Future Outlook: Pontus offers his vision for H2 2024, with a focus on scaling our efforts in agriculture, financial services, and our accelerator and advisory business. A word from our CEO: 🗣️ Pontus Engström: "The growth in our cash-generating investments gives me confidence that we’re on the right track. We’re turning the tide, making significant strides towards a future where MTI is resilient, forward-looking, and truly making a difference in the lives of the people in the communities we serve." 🎥 Don’t miss out—watch the full video here: https://lnkd.in/dDA-WU9D Whether you’re an investor, a stakeholder, or passionate about sustainable investing in East Africa, this update is for you. Thank you for being a part of our journey as we continue to create meaningful impact through strategic investments. #MTIInvestment #PontusEngström #EastAfrica #SustainableInvesting #ImpactInvesting #PortfolioGrowth #FinancialReturns #SocialImpact

On Tuesday, we were thrilled to welcome MTI Investment and AML Finance Limited to our offices for a focused event on the fastest-growing frontier markets, with a special emphasis on East Africa. Our discussions centred on the remarkable growth potential in Tanzania, highlighting its emerging opportunities and evolving market landscape. We delved into the factors driving Tanzania's economic expansion and explored the promising sectors that are shaping the future of this vibrant market. A sincere thank you to everyone who attended and contributed to the conversation. We hope you walked away with valuable insights into Tanzania's growth prospects and a deeper understanding of the dynamic opportunities in East Africa. We look forward to continuing these important discussions and exploring new avenues for collaboration.

We're proud and honoured to launch YardHouse 2.0, as we yesterday received the acceptance and allowance to upgrade YardHouse Capital Group to a fully licensed asset management company (in Danish: Fondsmæglerselskab A/S), under the supervision of the Danish FSA. I would like to thank my valued team, our valued clients, our valued stakeholders, plus my wife for believing in me launching YardHouse back in 2019. We would also like to welcome our new board, within YardHouse Capital Group Fondsmæglerselskab A/S, with Allan Schweitz Fischer as new Chairman. YardHouse has today three components/business-lines: 1. YardHouse Family Office FMS A/S 2. YardHouse Global Partners FMS A/S 3. YardHouse Life FMS A/S YardHouse has today clients / institutionel investors in all the Nordic Countries, Switzerland etc.. If you would like to learn more - please visit our new website: www.yardhouse.dk All the best. Team YardHouse Remarks: Furthermore, I would also like to send a special thanks to Christian Hogsted Hom for showing me and YardHouse Global Partners and enormous trust, when I needed a license to operate outside of Denmark back in 2020 - a trust that has built up to a strategic partnership with TimeInvest Fondsmæglerselskab A/S - we look forward to continue that partnership, now together with Klaus Hector Kjær & Philip Kehlet plus the rest of their team. #yardhousecapitalgroup #yardhouseglobalpartners #yardhousefamilyoffice #yardhouselife

One of our strategic clients in Denmark, invested today into Arcano Partners Credit strategy - LOVEI - Lov Vol - ESG Selection - if you would like to be introduced to this strategy, YardHouse Global Partners has invited Head Of Credit, Manuel Mendívil to The Netherlands and Nordics in September - Monday 9th September (The Netherlands) - SOLD OUT Tuesday 10th September (Copenhagen) - 1.30pm still open Wednesday 11th September (Helsinki) - 3.30pm still open Thursday 12th September (Riga) - 12pm and 1.30pm still open Friday 13th September (Copenhagen) - SOLD OUT Reach out if you would like to book one of the remaining timeslots, by using the email below: Clientsupport@yardhouse.capital Thanks in advance and we look forward hearing from you. Team YardHouse #credit #europe #highyield #loans #floatingrates #clo #privatedebt #ucits

AJOT's July 2024 Report is now available: 1️⃣ Yen Strengthens as Rates Rise 2️⃣ JADE - Disclosure Delights 3️⃣ Eiken - Earnings Underwhelms #invest #engagement #success Sign up for our newsletter to receive them faster: https://lnkd.in/eTiHB48g See our fund page: https://lnkd.in/euR_C-5J

Wilfrid Craigie, Senior Investment Analyst at Asset Value Investors will be delivering a session titled 'The New Barbarians at the Gate' at the Global Equities Market Focus on 12th September. During his session, Wilfrid will discuss how complex listed structures can be unravelled and the importance of controlling shareholders. Register your place now to hear from Wilfrid and a diverse group of fund managers: https://incm.pub/3yDlM72 #fundmanagement #funds #globalequities #investmentmanagement #portfolio #equity #investmentweek

“Only a profound and intelligent reform of the financial markets will enable us to cope with the huge investments we face in the coming years”. Our chief economist, Ignacio de la Torre, discusses in his article the history of financial markets and their decline over the last decades. #research #economics #investing #finance #future

We would like to welcome a new client to YardHouse Global Partners, an Institutional investor from Sweden - YardHouse Global Partners has been this client gateway to Emerging Markets, Frontier Markets and Sustainable Investment Solution. If you would like to know more about our services and solutions please reach out: Clientsupport@yardhouse.capital #yardhouseglobalpartners