Philippe Koch, CFA’s Post

First of all, we wish our investors and readers a successful 2024! 🍾 Emerging and frontier equity markets finished the year 2023 on a strong note. 💪 As 2023 came to an end, we took the opportunity to reflect on some of the notable developments in emerging and frontier equity markets during the last 12 months, and what that could mean for 2024. 💭 December 2023 also had some stewardship responsibilities in store as we voted at 2 EGMs of portfolio companies. ✉ You find more information on those points and more in the Monthly Report for December 2023 for PCFS - Miltenberg Emerging Responsible Equity Fund. Please check the link below where you can easily subscribe to automatic circulation. https://lnkd.in/dXbcp44z Happy reading! #equities #emergingmarkets #valueinvesting #responsibleinvesting #marketingcommunication

The Denker Global Equity Fund (USD) and the Denker SCI* Global Equity Feeder Fund (ZAR) have consistently outperformed their benchmarks and peers over 3 years. We are proud of the strong performance we've delivered for investors amidst a competitive landscape of global equity funds. For more info, see our latest article: Mico Hefer; Jacobus Oosthuizen; Lizelle van Rooyen; Ryno Truter, CFA; Barry de Kock, CFA *𝘚𝘢𝘯𝘭𝘢𝘮 𝘊𝘰𝘭𝘭𝘦𝘤𝘵𝘪𝘷𝘦 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 . #DenkerCapital #DenkerGlobalEquityFund #GlobalEquity

Global alternatives AUM set to reach $29.22tn by 2029! 🌍 Preqin's Future of Alternatives 2029 report forecasts a 74.1% jump in global alternatives AUM, from $16.78tn in 2023 to $29.22tn by 2029. Private wealth investments are emerging as a major growth driver, with private equity AUM expected to more than double to $11.97tn, fueled by family offices and wealth managers. Check out the full report for more insights into forecasts across asset classes and what the next 5 years hold. Link in comments. #PrivateMarkets #PrivateEquity #FutureofAlternatives #Preqin #AUMGrowth

In their latest article, the BlackRock Fundamental Equities team shed light on the potential of constructing a portfolio free from the limitations of market benchmarks, focusing instead on the intrinsic value of individual companies by taking an unconstrained equity approach. This approach allows for a more differentiated portfolio with the potential for distinct outcomes compared to the broader market. By investing in a select group of 20-30 companies that meet rigorous criteria for long-term growth prospects, funds like the BlackRock Unconstrained Equity Fund (MAEGX) aim to give investments the time to compound returns, steering clear of short-term market noise. It's a strategy that prioritizes deep company fundamentals over daily distractions, which history suggests can account for the majority of returns over time. Learn more about unconstrained equity approach -> https://lnkd.in/eHgpSfP8. #equities #globaleconomy #usmarket #financialadvisors For Professional Investors Only

Honored to be listed as one of the most interesting emerging manager funds! #PrivateEquity #Secondaries #DPI #SeineCapital #InvestmentExcellence #Innovation #SmallMarket #DebutFund #Investing #Finance #FinancialNews

📬 The July/August issue of PA magazine has arrived. Access your free digital copy here: https://lnkd.in/efYis4AU This time, dive into: 📰 Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?   📰 What does the US regulator’s approval of spot price ETFs mean? 📰 Which small and mid-caps could soon become FTSE 100 members? 📰 This month’s Hidden Gems hones in on five Japanese equity funds Issue sponsored by: Artemis Investment Management, Baillie Gifford, Capital Group, Polar Capital, Witan Investment Trust plc #pamagazine #smallcaps #midcaps #etf #wealthmanagers

With increasing pressure on fund managers to deliver returns, it’s more crucial than ever to explore new avenues for growth through operational efficiency. We are thrilled to announce our sponsorship of a roundtable at the 7th Private Equity Europe Forum titled "Strategic fund and SPV optimisation for enhanced growth - Value creation reimagined". This roundtable aims to assist industry leaders in pushing beyond conventional fund management practices and identifying non-traditional value-creation opportunities. Don't miss this chance to connect with industry peers and delve into strategies for steering future growth. David Page, Anna Coutts Donald, and Sarbjit Panesar are looking forward to seeing you there! #vistrafundsolutions #investment #progresswithoutfriction

Despite market volatility in 2023, the case for global equities remains strong, and as investors pivot towards a more sustainable approach to investing, the opportunities grow. Join Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Fund, as he looks to navigate through 2024 and provides an update on the portfolio.    Register for the webinar here: https://ow.ly/HHBi50QA11O #JHIA #JanusHenderson #AUS #SustainableEquity For investment professionals only

In their latest article, the BlackRock Fundamental Equities team shed light on the potential of constructing a portfolio free from the limitations of market benchmarks, focusing instead on the intrinsic value of individual companies by taking an unconstrained equity approach. This approach allows for a more differentiated portfolio with the potential for distinct outcomes compared to the broader market. By investing in a select group of 20-30 companies that meet rigorous criteria for long-term growth prospects, funds like the BlackRock Unconstrained Equity Fund (MAEGX) aim to give investments the time to compound returns, steering clear of short-term market noise. It's a strategy that prioritizes deep company fundamentals over daily distractions, which history suggests can account for the majority of returns over time. Learn more about unconstrained equity approach -> https://lnkd.in/eAQs7nAP. #equities #globaleconomy #usmarket #financialadvisors For Professional Investors Only