DatacenterDynamics’ Post

Marketing material for professional clients only. As part of the Mansion House package yesterday, we’re extremely pleased to announce that Schroders Capital has been allocated a combined £500m as part of the Long-Term Investment for Technology and Science (LIFTS) initiative. The allocation entails £250m from the British Business Bank and £250m from Phoenix Group, the UK’s largest long-term savings and retirement business. The Phoenix portion of the investment will be made through our new private markets joint venture, Future Growth Capital. Through the fund, Schroders Capital will invest across companies that are pioneering the development of long-term innovation themes such as life sciences, artificial intelligence, quantum computing, fintech, cybersecurity and oncology. This marks a monumental step in fuelling growth in the UK's innovative tech and life sciences sectors, while enabling pension savers to access these critical growth opportunities through the LTAF structure. Read the full announcement here: https://okt.to/jH73FN Capital at risk. #SchrodersCapital #FutureGrowthCapital #LIFTS #Innovation #Investment #Technology #LifeSciences #PrivateMarkets #LTAFs #BBB #PhoenixGroup

Marketing material for professional clients only. As part of the Mansion House package today, we’re extremely pleased to announce that Schroders Capital has been allocated a combined £500m as part of the Long-Term Investment for Technology and Science (LIFTS) initiative. The allocation entails £250m from the British Business Bank and £250m from Phoenix Group, the UK’s largest long-term savings and retirement business. The Phoenix portion of the investment will be made through our new private markets joint venture, Future Growth Capital. Through the fund, Schroders Capital will invest across companies that are pioneering the development of long-term innovation themes such as life sciences, artificial intelligence, quantum computing, fintech, cybersecurity and oncology. This marks a monumental step in fueling growth in the UK's innovative tech and life sciences sectors, while enabling pension savers to access these critical growth opportunities through the LTAF structure. Read the full article here: https://okt.to/CLVN9G Capital at risk. #SchrodersCapital #FutureGrowthCapital #LIFTS #Innovation #Investment #Technology #LifeSciences #PrivateMarkets #LTAFs #BBB #PhoenixGroup

Next week, Matthew Norris, Director of Real Estate Securities, and some of the Gravis team will be in Jersey to present at the Investment Week Fund Selector Focus: Channel Islands. Matt will be presenting on 'Concrete and cables: The foundations of our digital future', where he will be exploring the opportunities for predictable long-term growth income that can be found by investing in companies which own the physical infrastructure assets, vital to the transition to a digital world. You can learn more about the strategy and the different sub-sectors, including data centres, communication towers, logistics assets, and networks, here: https://lnkd.in/ecg2mJ-b We look forward to seeing all attendees there! Cameron Gardner | Jacob Kett | #DigitalInfrastructure #Digitalisation (Professional investors only. Capital at risk. Past performance is not a guide to future performance.)

James Barker, Deputy Portfolio Manager of the Ellerston Australian Emerging Leaders Fund, recently shared his expert insights with Christopher Conway from Livewire Markets, providing a comprehensive outlook for 2025 and some exciting stock ideas. As a bottom-up stock picker, James' disciplined approach includes meeting companies in person (spending approximately one-third of the year on the road) and keeping fund capacity constrained, allowing the team to hold a stock for 3-5 years while varying the weights over that period. Stock Highlights from James' 2025 Outlook Insights: 📈 Growth Stock: QORIA (ASX: QOR) A cybersecurity business where management has shaken up the balance sheet. The company currently has $125m in Annual Recurring Revenue (ARR), which is expected to grow to over $200m in the next 3 years, driven by a healthy pipeline and new international partnerships. 💻 Breakout Industry: Technology Sector with James's pick being Dropsuite (ASX: DSE). This is a cloud and recovery backup services company. With $45m in ARR and quarter-on-quarter growth, this is a scalable business which leverages reseller channels and is further developing its product to tap into compliance, backup, and security areas. 🤔 Contrarian Idea: Servcorp (ASX: SRV). Unlike its peer WeWork, Servcorp is a profitable serviced office business. Management has focused on increasing occupancy and closing non-profitable offices. With a $500m market cap, approximately $125m in cash, no debt, and guidance of $65m profit before tax in 2025, it’s a compelling contrarian play. 🚫 Stock to Avoid: McMillan Shakespeare (ASX: MMS) & Smart Group (ASX: SIQ). Due to potential government changes to Fringe Benefits Tax exemptions for electric cars and plug-in hybrids, James is avoiding these novated lease groups in 2025. ⭐ One Stock for 2025: Myer (ASX: MYR) James is optimistic about Myer, citing the potential for a merger with Premier Investments and the possibility of a rate cut, which would improve consumer sentiment. Watch the full interview here: https://lnkd.in/gP9fE_Zw #Investing #2025Outlook #AusEquities #EllerstonCapital #smallcaps

Last week, our chairman, founder, and CEO James H Lee spoke about the Texas Stock Exchange’s vision at Venture Dallas’ annual conference. At TXSE, we firmly believe that healthy and robust public markets are essential to America’s economic strength and are foundational to our free-enterprise system.   Since peaking in the 1990s, the number of public companies in the U.S. has declined. Lack of predictability around fees and standards has left issuers and investors looking for greater alignment and stability. TXSE intends to be purpose-built to address these needs, expanding opportunities for new companies to access the public markets and preserving access for companies that are already publicly traded. With support from our investors and team of seasoned experts, we are focused on making our vision a reality. Read more in Holden Wilen's article for the Dallas Business Journal:  https://lnkd.in/ecE8_m2y

Great to speak with Nick Del Deo about the outlook for tower and data centre stocks in the US. We speak about the impact of rate cuts, slowing 5G rollouts and the implication on towercos and how protected data centre stocks are from a souring on AI Read all here!

The approach by global funds to #investment in #datacentres in the #UK markets will be discussed in a special panel at Platform UK in London on February 6 2025. We are delighted to welcome James Walsh at AustralianSuper to join the Global Funds panel discussion together with Nicola Hayes of Platform Markets Group, Manjari Govada DigitalBridge and Nathan Luckey, Macquarie Group. Platform UK is an influential meeting to network with senior C-Level private equity investors, the strategic and financial leadership of colocation players, AI, hyperscale platforms, carbon free power generation firms, powered land and real estate advisors. Join us https://lnkd.in/eXyd2WhV #PlatformUK #GlobalFunds #CriticalInfrastructure #NationalMarkets #PoweredLand #RealEstate #Investment #PrivateEquity #Datacentres

#StarMountainCapital was proud to sponsor the Private Markets Insider Alternative Investment & DealConnect Summit in #Chicago where insiders including CEOs, commercial bank executives, #PrivateCapital fund managers (#PrivateEquity, #PrivateCredit and #Secondaries) and Institutional investors discussed private market transactions and market trends. Attendees were able to hear from a number of key speakers such as Angela Miller-May of Illinois Municipal Retirement Fund and Jeff Tack, CFA of Rush University Medical Center. Additionally, Founder & CEO of #StarMountainCapital Brett Hickey and #SMC Managing Director Chris Goodwin shared insights on alternative investment strategies in #PrivateCredit and #Secondaries. Learn more here: https://okt.to/ZCBNqW Star Mountain’s $4+ billion AUM (committed capital including debt facilities as of 9/31/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://okt.to/TL3Yfx. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #privatedebt

We’re proud to have contributed to Evercore’s 2025 ‘State of the Market’ report with a dedicated article on how infrastructure secondaries are powering up for the next phase of growth — penned by Paul Barr, Partner in our infrastructure team. Driven by global trends including digitalization, decarbonization, and the need for inflation protection, private infrastructure investments have risen significantly with capital formation increasing by 3.8x between 2007 and 2023. In 2024, fundraising in this asset class made up almost 10% of total private market fundraising. Read the full article here: https://lnkd.in/eeV-UhPw. Pantheon has been investing in private markets secondaries since 1988 and was one of the first fund managers globally to recognize the potential of infrastructure secondaries, raising its first fund including the strategy in 2010. Since then, the firm has raised four infrastructure funds with an increasing focus on secondaries. For more information on Pantheon click here: https://lnkd.in/eahSMD-A.

Could 2025 be the year that alternative investments hit the mainstream? Sean Allocca, Senior Editor with The Daily Upside, asks that very question in a recent story, pointing to — of all things — recent investments by private equity firms in National Football League teams! It remains to be seen whether the investment community will spike the ball or punt on such a novel, new asset class, but investors are increasingly waking up to the need for a different approach to their investments other than the 60/40 portfolio. That’s where Blue Vault comes in. As a leading provider of “alts” performance data, we help investors gauge the performance of nontraded real estate investment trusts, business development companies, and interval and tender offer funds. Read on to learn more about what others in the industry are saying about alternative investments: https://lnkd.in/d_QrnX-5 #alternativeinvestments #BDCs #businessdevelopmentcompanies #privateequity