Thomas Weinmann’s Post

In this portfolio update, Claire Smith takes us through an overview of the Schroder Specialist Private Equity Fund, covering market dynamics, a recap of the fund, portfolio positioning and the outlook for the market in the year ahead. She also takes us through a case study for one of the companies in the portfolio. Click to watch the update: https://okt.to/AOxSr4

Jamie Mills O'Brien, CFA and I had an insightful and timely discussion with Paul Diggle about our thematic approach to equity investing and our current view on the key themes shaping equity markets. From the dynamic landscape of Artificial Intelligence to the urgent issues of climate change, as well as the intricacies of geopolitical risk and the future of healthcare, we delved into several long-term structural themes. Our discussion emphasized the importance of investing in thematic growth areas by focusing on quality business models that can effectively capture value. We strongly believe that investing in serial value creators, rather than following hype cycles, is crucial for a successful investment strategy in these areas. #EquityInvesting #ThematicApproach #ValueCreation #Quality

When conducting due diligence on a private equity fund, the existence of a continuation fund adds another layer of complexity and a valuable data point to the analysis.

With two of our equity fund managers, we discuss our framework and approach to investing in some of the key macro themes. Professional investors only https://ow.ly/Yce550SITyu

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, provide a comprehensive and valuable guide for anyone navigating the fund management landscape in 2024. Discover their analysis and insights here 👉 https://lnkd.in/eTnXSY5m #PrivateEquity #RealEstate #AlternativeAssets

🥇 Investing in Top Quartile Managers in Private Equity Not all private equity investments are created equal. The best returns often come from top quartile managers. Our latest blog explores the importance of selecting the right fund manager and what it takes to succeed in this competitive space. 🔗 Discover more here! https://loom.ly/1bfAEZ8 #PrivateEquity #FundManagement #TopQuartile #InvestmentStrategies

Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, share their insights on what trends and activity we can expect to see across major alternative asset classes in 2024. Discover their year-ahead outlooks and how to navigate the fund management landscape 👉 https://lnkd.in/eTnXSY5m #AlternativeAssets #ThoughtLeadership

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, have provided a guide for anyone navigating the fund management landscape in 2024: #PrivateEquity #RealEstate #AlternativeAssets

When compared to publicly traded equities, it offers the potential for higher returns. It’s also considered less volatile because private companies are not priced on the same second-by-second basis. It can provide a measure of stability and potentially higher growth within a portfolio’s overall equity allocation. Let's talk, and see if private equity is right for you. Empowering Legacies, Ensuring Futures JuddWealth.ca

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, have provided a guide for anyone navigating the fund management landscape in 2024. Discover their analysis and insights using the link below. #PrivateEquity #RealEstate #AlternativeAssets