ACATIS Investment KVG mbH’s Post

Dr Hendrik Leber talks about our ACATIS Aktien Global Fonds in the new video and answers the following questions: - With the ACATIS Aktien Global Fonds you invest according to modern value criteria. What is special about your „Buffett 2.0“ approach? - The fund has been around since 1997 and is a popular basic investment. What should investors know about it? - What are the latest developments in the fund? See for yourself... Further information on the ACATIS Aktien Global Fonds can be found on our website: https://lnkd.in/e_bnJBsR #ACATIS #HendrikLeber #Buffett #ValueInvesting #ValueFunds

Johannes Hesche, Head of Qualitative Portfolio Management at ACATIS Investment, answers the following questions in the new video on the ACATIS Value Event Fonds: - Please briefly explain the fund concept. - What does „event“ stand for in the fund name? - What criteria do you use to select securities for the fund? - What makes the fund unique? See for yourself... Further information on the ACATIS Value Event Fonds can be found on our website: https://lnkd.in/enHNgq8Q #ACATIS #ValueInvesting #ValueFunds #BalancedFunds

📑 𝐇𝐨𝐰 𝐋𝐏𝐬 𝐚𝐫𝐞 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬   The challenging economic environment and tight debt markets have put pressure on institutional investor’s portfolios. In an article published by Fundview, Hans-Christian Moritz shares his view on the implications for #PrivateEquity.   💸 Many LPs, especially those invested in large-cap funds, where IPOs are a more common exit channel, have recently seen 𝐟𝐞𝐰𝐞𝐫 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐫𝐨𝐦 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐬𝐚𝐥𝐞𝐬. This shortfall in liquidity is now being felt in a number of areas, including new commitments to the asset class.   💡 At the same time, 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 #PrivateEquity 𝐫𝐞𝐦𝐚𝐢𝐧𝐬 𝐬𝐭𝐫𝐨𝐧𝐠. Historically, economic crises and their aftermath have proven to strong vintages, especially for managers with a strong track record of operational value creation.   🚀 Deal activity is likely to pick up as markets stabilize and debt financing conditions improve. We may then even see a reverse denominator effect in institutional portfolios, leading to an under-allocation to private equity. This should further 𝐢𝐧𝐭𝐞𝐧𝐬𝐢𝐟𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐨𝐩-𝐪𝐮𝐚𝐫𝐭𝐢𝐥𝐞 𝐟𝐮𝐧𝐝𝐬.   Christian also delves into the structural characteristics of the Lower #MidMarket, which provides PE managers with more exit options. As a result, 𝐝𝐞𝐚𝐥 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐚𝐧𝐝 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬 𝐭𝐞𝐧𝐝 𝐭𝐨 𝐛𝐞 𝐦𝐨𝐫𝐞 𝐬𝐭𝐚𝐛𝐥𝐞 than in the large cap space, even in the midst of macroeconomic challenges.   💬 "We are also seeing this in our own fund-of-funds programs. The number of exits has remained stable year-on-year, while the invested capital across all corporate sales of our partners 𝐡𝐚𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐭𝐫𝐢𝐩𝐥𝐞𝐝 since the beginning of the year."   Read the full article in German here: https://lnkd.in/g8wejnu8   #CapitalWithCharacter

Half-Year Reports also in English available Our three real estate funds presented their half-year results for 2024 today: 👉 Helvetica Swiss Commercial Fund (#HSCFund): Net income of CHF 12.4 million in the first half of 2024 contributes CHF 3.40 to the distribution per unit; 34,500 m2 new and re-let with an average term of five years; HSC Fund is the best-performing listed Swiss real estate fund with +21% since the beginning of 2024. 👉 Helvetica Swiss Opportunity Fund (#HSOFund): Vacancy rate reduced from 5 % to 2.3 % as at June 30, 2024; preparations for the merger with the Helvetica Swiss Commercial Fund (HSC Fund) are on track. 👉 Helvetica Swiss Living Fund (#HSLFund): debt ratio significantly reduced to 31.5 % as at the end of August 2024; EBIT margin increases from 56 % to 63 %. Further details, facts and figures can be found in the 2024 half-year reports: https://lnkd.in/egnh_Zx9 #realestate #investment #fund #halfyearresult #ipo #merger #hscfund #hsofund #hslfund #pensionfunds #assetmanagers #familyoffice #helvetica, Helvetica Property Group, Marc Giraudon, Urs Kunz, Dominik Fischer

ACATIS Datini Valueflex Fonds - radically individual... Dr. Hendrik Leber answers the following questions in the new video on the ACATIS Datini Valueflex Fonds:   - ACATIS Datini Valueflex Fonds – What does the special name of the fund stand for? - You only manage opportunities and not risks. What does that mean? - What distinguishes the fund from other funds in the same category? What are its strengths?   See for yourself...   Further information on the ACATIS Datini Valueflex Fonds can be found on our website: https://lnkd.in/epxZyPTY   #ACATIS #HendrikLeber #ValueInvesting #ValueFunds #BalancedFunds

Private Debt as an established asset class constantly increased its significance in asset management and the real economy alike. What will be the impacts of AIFMD II? Join BAI’s Pre-Event at this year’s AIC to get into the details. #arendt #bai #privatedebt #AIFMDII

🚀 Alta News Alert: Income Shares Debut Trading on Alta Exchange 🚀 We are thrilled to announce a groundbreaking milestone in the world of private markets and digital securities! 🎉 Alta, in partnership with Phillip Securities Pte Ltd (PSPL), has successfully executed the inaugural trade for the first tranche of shares from Income Insurance Limited shareholders. This momentous achievement marks the launch of the Income Insurance Limited Liquidity Program, a collaborative effort between Alta's exchange arm, AltaX, and PSPL, aimed at providing liquidity solutions to nearly 16,000 shareholders who hold over S$840 million worth of shares. With the success of the first tranche, Income shareholders can look forward to additional windows later this year, offering more opportunities for Income Insurance shareholders to leverage this innovative program and unlock the value of their shares with our partners, PSPL 💼 In the meantime, Income Insurance shares are trading on Alta Exchange (AltaX)! With access to AltaX's dynamic securities exchange and active global community of traders and market makers, trading these shares has never been easier. 🌟 Join us as we embark on this exciting journey towards a more inclusive, accessible, and efficient financial ecosystem! Luke Lim | Kelvin Lee | Khai Lin Sng | Benjamin Twoon | Willie Chang | Yifei Li | Lee Lian Foo | Muzahir Degani | Edrea Tan | Jamie Yee | I. Radith Soeriadinata | Adrian Koh | Riya Aris #privatecapitalmarkets #alternativeassets #singapore #technology #capitalmarkets #investments

DIIs outgrow FIIs when it comes to investments in 2023. Households investing in the equity market have quintupled in last few years, that's how much our equity culture has penetrated. So far this year, the domestic institutional investors (DIIs) have net purchased around Rs 1.85 lakh crore of stocks, compared to Rs 1.71 lakh crore pumped in by foreign portfolio investors (FPIs). #Nifty50 #DII #FPI #Investments #Equity

Profitable, managed towards efficiency and attractive price. Certainly an attractive target for PE or a traditional strategic investor that wants to uplift its innovation. #profit #smava #investment https://lnkd.in/ebfuxnQb

Full steam ahead! MPC Capital is featured as the cover story in the latest issue of "Nebenwerte Journal," a reknowned investor magazine specializing in German #smallcap stocks. In our feature article, author Sascha Magsamen delves into the secret behind our success, highlighting the immense opportunities presented by the #energytransition and the #decarbonization of the global economy, and shedding light on why our stock is currently undervalued. Read the full story here: https://lnkd.in/eXnJkb-q Stay tuned for more updates and insights from MPC Capital! #MPCCapital #CoverStory #InvestmentOpportunities #NebenwerteJournal #GlobalEconomy #Decarbonization #SmallCaps https://lnkd.in/ek6dpUQj