Western Standard Partners’ Eric Andersen, Jason Sohal and Forest Zhang explain why they don't run into a lot of other investors when visiting companies, why they still actively short, the key lesson learned from an idea gone wrong, and where they see unrecognized value today in Value Investor Insights current issue. $HFG $CUERVO $SAX $VTOL $COP https://lnkd.in/eqDxpWYU #valueinvesting #stockresearch #valueinvestors #internationalstocks
Value Investor Insight’s Post
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On this #SBIA webinar, Mark Miller and Chris Fameree of FORVIS explore ways to add value to your investments as well as the client trends in Private Equity value creation. Discover now.
PE Value Creation and Use of Operating Partners in PE-Owned Businesses Webinar
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On this #SBIA webinar, Mark Miller and Chris Fameree of FORVIS explore ways to add value to your investments as well as the client trends in Private Equity value creation. Discover now.
PE Value Creation and Use of Operating Partners in PE-Owned Businesses Webinar
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Scott Linch, national industry leader of Private Equity at FORVIS, and Bob Dunn, managing director at GF Data, share an insightful perspective on the #MiddleMarket deal landscape in this brief video. Watch now!
The Middle Market Landscape and Its Impact on Valuations
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Current market conditions are fostering a more buyer-friendly environment than we have seen in recent years, which sellers should be prepared for. The transactional approach has changed as market players have become more risk averse. Financier Worldwide moderates a discussion on life sciences M&A between Sonia de Kondserovsky, Andrew Gilbert, Qiang Li, Victoria Rhodes and Mathias Schulze Steinen at DLA Piper. Read the full Q&A here: https://lnkd.in/eY3P8dQt #lifesciences #mergersandacquisitions
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Great to see Co-President & Head of GP Strategic Capital Michael Rees on the mainstage at this year's #MIGlobal Conference to discuss the opportunity in private markets. Learn more about our GP Strategic Capital platform and how it is built to capture this growing opportunity here: https://hubs.li/Q02l_y_m0
Private markets could double from $13T to $26T in the next 5-6 years. Michael Rees, Co-President & Head of GP Strategic Capital, spoke on a panel at the 2024 #MIGlobal Conference to unpack that massive opportunity, identify what will define the mix between public and private markets, and discuss which client segments are most likely to increase their allocations to private markets. Thank you to the Milken Institute for the opportunity to share our perspectives with leaders from across the globe.
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🎧 On our latest episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo Treviño from our private equity team discuss four European sectors investors should consider adding to their private equity portfolio. Listen here: https://bit.ly/3TnAPt4 📃 In case you missed it: Check out our recent papers covering each of these four sectors. • European small- and mid-market buyouts: https://bit.ly/48KSekk • The Nordics: https://bit.ly/3vsD7Oa • European healthcare: https://bit.ly/48L5IN5 • European growth equity: https://bit.ly/3TdtcFr #PrivateEquity #EuropeanPE
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To start telling the story of why investors may want to lean into U.S. small and mid caps, Rob Lanphier, partner, portfolio specialist, recently spoke to a group of German institutional investors in Munich, Germany. Check out more of his insights in our latest blog, “Revisiting Quality U.S. Small and Mid Caps" https://lnkd.in/eRxsgHAY #ADeeperLook
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Edelman Smithfield recently surveyed 300 global investors to determine their views on key issues for the year ahead. The findings are being presented today at our annual Investor Summit. Here are a few of the main takeaways
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Narrow Markets, Full Valuations - Julie Biel, CFA, Chief Market Strategist of Virtus affiliated manager Kayne Anderson Rudnick, delves into the key drivers behind recent market performance, focusing on four questions that are on investors’ minds. Read the commentary. #VirtusPartner
2Q24 KAR Market Review & Outlook
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Deputy CEO - CIO Asset Management at iM Global Partner | Investment Solutions - Business Transformation - Capital Markets | Performance is born out of people
Next week, my colleagues and I will be attending the IMpowerFund Forum event in Monaco (despite the name, this is not an iM Global Partner event 😉) Jamie Hammond, deputy CEO - head of international distribution at iM Global Partner, will speak on a panel about Global Asset and Wealth Management Leaders on "Where to Find Growth in the Next Five Years." I will have the pleasure of contributing to two panels: "Rethinking Asset Allocation: Where are Reliable Returns Now?" and "'The evolution for passive and active investing strategies." These discussions are crucial as we navigate the complexities of today's financial environments. Julien FROGER, Matthieu Beyler, Marta Oudot, David Barfoot, Karl Waltré, Francesca Campanelli, Clément Labouret, and Fiona Cisinski Goldman will join Jamie and me at the event. Feel free to drop by the iM Global Partner booth (37). We'll be delighted to talk with you and answer your questions. For more information, please visit - https://lnkd.in/euhCsr36 #Assetmanagement #investmentManagement #Markets #Strategy #PeoplePerformance
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