Tikehau Capital’s Post

Tikehau Capital, founded in 2017, is gaining traction after seven years on Euronext Paris. Led by Antoine Flamarion and Mathieu Chabran, the firm focuses on private debt, a rapidly growing market. Despite raising 6.5 billion euros in net new funds last year and increasing assets under management to 42.8 billion euros, stock performance has been subdued. Private debt, which makes up 42% of Tikehau's assets, is increasingly attractive due to rising global interest rates. While Tikehau's smaller size presents challenges compared to larger peers, its public listing has boosted brand awareness and provided opportunities for expansion, particularly in Asia. Strategic partnerships, such as with Singapore's Temasek, are facilitating this growth. With a strong track record in private debt and a focus on expanding in Asia, Tikehau is well-positioned for further success in the competitive private asset management sector. #PrivateDebt #PrivateCredit #Growth #Business I The Business Times i SPH Media I Joan Ng

🎬 Tikehau Capital’s Deputy CEO, Thomas Friedberger, joined Anna Edwards, Mark Cudmore and Tom Mackenzie live from London this morning on Bloomberg Markets Today to discuss the evolution of private markets in 2024 and the trajectory of inflation. Thomas emphasised that, while cyclical inflation is decreasing, there’s a structural aspect linked to factors like the shift in energy mix and deglobalisation, which markets haven't fully priced in. Despite these challenges, Tikehau Capital perceives a significant opportunity in private markets for 2024, particularly with the ongoing liquidity crisis. This potential hinges on maintaining a selective and prudent approach and the importance of local sourcing and strong investment teams. #markets #privatemarkets #assetmanagement

Real Deals asked several LPs about their views on the private equity market. Dominic Abt, Investment Professional at LGT Capital Partners, explains how we select managers for our primary private equity strategies and what has changed in the current market environment. Dominic believes that the fundraising market has not differentiated enough between more and less attractive propositions in recent years. Now that we are seeing more of this bifurcation, GPs are being forced to focus on their models, their sophistication, their differentiation and the value they add to LPs’ portfolios. LGT Capital Partners has a long history of backing first-time funds or emerging managers, some of which are now the largest private equity funds, and we continue to have relationships with these firms.   Read more here (you can register for free to read the article): https://lnkd.in/gqMqJQK3   #lgtcapitalpartners #lgtcp #privatemarkets #privateequity #primaries

Another strong quarter for Tikehau Capital with continued momentum in capital formation and transaction activity fueling further growth. On to the next step! 🚀 #TikehauCapital #AssetManagement #LevelUp

As we approach the close of the first quarter of 2024, it's a fitting time to reflect on the highlights and successes of 2023 within our Real Assets business at Tikehau Capital while also keeping a keen eye on the opportunities that lie ahead with our Real Assets platform standing as a robust foundation, poised to address investment needs across all types of #realestate assets. 🏢 Assets under management totalled €13.5 billion, representing 31% of Tikehau Capital’s total AuM. 📊 Solid deployment and sales performance underscored the #resilience of our diversified investment strategies, ensuring adaptability in fluctuating market conditions. 📌 A prudent investment approach remained paramount, safeguarding investor interests while pursuing value-driven opportunities. 🌱 Placing #sustainability at the heart of our strategy, we continued to prioritise a sustainable approach, driving positive change while delivering robust returns. We recognise that the market is currently in a unique situation, particularly considering the interest rate increase and the societal changes brought about by a post-pandemic world. However, from another perspective, we find ourselves at a familiar point in the real estate cycle. Here, value corrections coupled with a shortage of debt financing are presenting exceptional opportunities for discerning investors. I extend my thanks to my exceptional team and valued clients for their dedication and support. Looking ahead, we remain steadfast in our commitment to navigating the evolving dynamics with agility and foresight, poised to capitalise on the opportunities that lie ahead. Sébastien Cossu Emilio Velasco Edoardo Crotta Marie Sardari Louis d'Estienne d'Orves Pierre Vaquier Xiao SUN, CFA Matthieu Laporte Vincent Zouaoui Baptiste Lucas Thomas Faye Hanna Falko

🌍 Highlights from Tikehau Capital’s Inaugural LP Investor Forum 🎥 We were pleased to host our first LP Investor Forum, bringing together c.200 guests and 30 speakers from across Europe, Asia and America for a half-day conference focused on the evolving global investment landscape and what this means for asset allocation and investment strategies in today’s market environment. A big thank you to all our attendees and speakers for making this event a success. We look forward to the next edition! Watch the highlights video to catch some of the best moments. 👇 #PrivateMarkets #PrivateEquity #PrivateDebt #RealAssets #InvestmentStrategies

How can we build a resilient and inclusive financial ecosystem that benefits everyone? By participating in ecosystem events where we can offer insights into how and why Asian family offices are moving within the impact investing space, we aim to foster a collaborative environment to further sustainable finance in Asia. --- At this particular event in June 2024 with Barclays Private Bank, our very own Katy Yung had the honor of speaking alongside industry leaders on the role of Family Office and Family Businesses on Investing in Innovation: -Jo Huang, CFA, Head of Private Equity, Raffles Family Office -Max Zeller, Founding Partner, Carbon Removal Partners -Damian Payiatakis, Head of Impact Investing, Barclays Private Bank --- At SFI, we believe in the power of strategic partnerships to unlock sustainable growth and value creation. 🔗 Let's connect and explore opportunities to make a lasting impact together. Reach out to us if you're passionate about sustainable finance and looking to collaborate on transformative projects. #ImpactInvesting #SustainableFinance #SFISummit #FinanceForGood #CollaborateForImpact

Important Event Update! Introducing one of the most awaited sessions 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗗𝗶𝘀𝘁𝗿𝗲𝘀𝘀𝗲𝗱 𝗮𝗻𝗱 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀: 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 for the DDC Global Investor Summit 2024. 📌 Stamford Bridge, London | March 5, 2024 🏟 Event details: https://lnkd.in/dBwzE4_3 🔵 What role do distressed assets and alternative investments play in optimizing a diversified portfolio, and what are the associated risks? 🔵 Why should investors look at distressed opportunities? 🔵 Discussion about early venture investing, proptech, fintech, etc.  🔵 Considerations for private equity as an illiquid asset Moderated by Dr. Martina Garcia, Non-Executive Director at HAITONG Akis Bis, Global Investment Director & Managing Director at Intrum Investments Ira J. Perlmuter, Chief Investment Officer at IJP Family Partners Colin Diss, Partner at Grant Thornton UK LLP Kostas Halatsis, Managing Director at Redwood Asset Management Register HERE to join the Summit 👉 https://lnkd.in/d29cwJAf #DDCSummits #DDCInvestorSummit #DistressedInvesting #SecondaryMarket #LP #NPL #REO #RealEstate #CoInvesting #Europe #StamfordBridge #ChelseaStadium #Alternatives

Good insights as well on the Private Credit markets and on the concentration of liquidity !

Exciting times ahead