Orion’s Post

A quick "no" to a co-investment opportunity is almost as valuable to GPs as a "yes." LPs often only have as little as a couple of days to several weeks to diligence the underlying company’s capital structure, financials, and risks in a co-investment opportunity alongside the GP’s investment thesis, value creation plan, exit strategy, and much more. They must also consider how the opportunity fits within their current portfolio: Does it bolster exposure to a desired sector, geography, or vertical, or does it risk overconcentration in areas where they are already heavily exposed? Once a decision is made, efficient governance processes need to be in place to guide deals smoothly over the finish line. This is a resource-intensive exercise. Unsurprisingly, 42% of LPs cite transaction speed as the most significant factor limiting co-investment participation. 

Interesting read

Check out the latest short-term views and insights of broad and core markets from our Virtus Multi-Asset Team. https://bit.ly/3XYPq0X July 2024 | Data as of June 30, 2024 #MultiAsset #investing #VirtusMultiAsset

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Do SMAs fit into your investment strategy over the next year? Advisors are looking for customized investment opportunities for their clients leading to growing interest in SMAs. We’d love to hear your thoughts on how you’re using SMAs and what the outlook is for investing over the next year! Take the PSN SMA poll here >> http://spr.ly/6043woVPS #Zephyr #PSN #SMA #investment

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Some good coverage for our #multiasset portfolios here. The article summaries well how our unique approach adds value for clients. "Investing directly helps to remove a layer of fees for clients as you are not outsourcing to a manager who then outsources to third-party managers. This enables Waverton to offer a very competitive total expense ratio for our multi-asset funds and MPS." #funds #MPS

When is it time to update an estate plan? One year early is better than 5-minutes too late. Listen in as Sean Sebold, President and Founder of Sebold Capital Management and Financial Planner Nick Niemi discuss the why and when of updating one of life's most important plans. #estateplanning #financialplanning #seboldcapital Sebold Capital’s videos may contain a discussion of, and/or provide access to, Sebold Capital’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized investment management advice from Sebold Capital Management.

Asset allocation is a critical building block of investment portfolio creation. The most appropriate asset allocation will depend on an individual’s situation, including their risk tolerance, financial goals, and investment time horizon. These factors can help determine portfolio composition among different asset classes that is uniquely tailored to your needs.

Portfolio monitoring and reporting are essential requirements for PE firms, but they are only snapshots of what *has* happened--and they certainly don't create value. In order to drive superior investment returns and attribute performance, GPs must define their individual asset strategies and translate them into actionable and measurable goals. These KPIs should be be mapped to action plans and scorecards to create alignment, visibility and accountability among key stakeholders. Once underwriting assumptions are inked to a dynamic value bridge, investors can then easily focus on value drivers of their existing assets, run scenario analyses, exit assumptions and gross-to-net calculations. Done properly, data-driven feedback loops can be leveraged to refine and inform forward-looking origination targets and investment committee criteria. Interested to see your portfolio on Kelp? Get in touch, today.