GP Staker’s Post

Discover the strategic insights behind GP Stakes and the evolving landscape of private equity. This blog post by Christopher Zook from CAZ Investments delves into why owning a minority stake in asset management companies can be more attractive than being a limited partner. https://lnkd.in/e85VJSFt #GPStakes #GPStake #GPSeeding

Preqin's latest Strategy in Focus report uncovers the growing market of GP stakes investing, where institutions acquire minority shares in private equity and asset managers. Major players like Blue Owl Capital and Blackstone are dominating the space, managing over $58bn combined. According to Victoria Chernykh, GP stakes funds offer investors lower risk exposure and steady cash flows, with Blue Owl’s GP Stakes V closing at an impressive $12.9bn. https://lnkd.in/gedvFgU4 #GPStakes #GPStake #GPSeeding

Discover the evolving dynamics of GP stake deals in the private equity world in Nicholas Neveling's insightful article for Coller Capital. This detailed analysis delves into how firms like Blue Owl Capital and Unigestion navigate these transactions and their impact on long-term performance and alignment. Gain insights from industry leaders like Michael Rees and Paul Newsome on the strategic reasons behind GP stake sales and what it means for investors. #GPStakes #GPStake #GPSeeding

What do the top decile early stage funds (2014-2024) have in common, why do specialist funds outperform and what types of fund specialisations will outperform in the future? Join my discussion with James Heath from Dara5 and Matt Curtolo, CAIA, former Director of PE at MetLife and Head of Investments at Allocate. #venturecapital #emergingmanagers #familyoffice #fundperformance https://lnkd.in/dDmpeR2Y

Alan Gauld, Lead Portfolio Manager, Patria Private Equity Trust PLC (PPET), formerly known as abrdn Private Equity Opportunities Trust, provides an overview of the fund post-sale, including the structure of the management team and Patria's plan to grow the fund over the long term. The fund focuses on European mid-market private equity (PE). The management team looks for profitable businesses that have the capacity for enhanced growth when partnered with a high-quality private equity firm. PPET partners with a small group of PE managers that they believe are among the market leaders, including Advent International Global Private Equity VIII, CVC Capital Partners VII, and Nordic Capital Fund IX. PPET invests through their funds and directly alongside them via direct investments. What changes can we expect from the fund moving forward? #PrivateEquity #MidMarket #DirectInvestment #PPET #InvestmentTrust

  Last week, Lionel Erdely, Co-CEO and CIO at Investcorp-Tages, spoke at Agecroft Partners’ webinar entitled “Gaining the Edge, Generating Alpha with Emerging Managers". During the session Lionel and three other experts explored the opportunities and approaches for investing in smaller, emerging hedge funds and alternative investment talent. They discussed the importance of time, size and diversification for achieving an emerging manager premium amongst other topics. Many thanks to Don A. Steinbrugge, CFA and the team for hosting such an insightful discussion! #Investcorptages #seeding #emergingmanagers Link in comments

Are global institutional investors missing out on lucrative opportunities in regional Mediterranean private equity and venture capital markets? We're thrilled to announce that Adil Manzoor FCA, Senior Portfolio Manager at Merseyside Pension Fund, will be joining us at the 0100 Conference Mediterranean to discuss "Attracting LP Investors Outside the Region: Interest in the Regional PE/VC Market from Global Institutional Investors." Adil will share valuable insights on how regional private equity and venture capital firms can effectively capture the attention of global institutional investors. Learn more about the conference here: https://lnkd.in/dyVrxFt8

📣 We're thrilled to announce the launch of our new Palos Small-Cap Global Equity Fund, managed by Charles Timmons, MBA, CFA & Charles Marleau, CIM. Managers: Charles Timmons, MBA, CFA & Charles Marleau, CIM Fundserv Codes: PAL250(A), PAL251(F), PAL 252(I) 🌍💼 Charles Timmons has over 20 years experience in the industry. For 14 of those years, he worked directly on a $1bn+ small-cap portfolio where he exercised broad decision-making powers on a substantial part of the portfolio. Our new fund is designed to capture the potential growth opportunities offered by small-cap companies in developed economies across the globe, providing investors with access to diverse markets and promising enterprises. Our Small Cap Global Equity Fund Strategy: 🔹 Own high quality growth companies over the long term. 🔹 Seek entrepreneurial – focused companies run by outstanding managements with ‘skin in the game’. 🔹 Conduct rigorous research to develop superior knowledge of the positions in the portfolio. #TheArtofInvestng #GlobalEquity #SmallCap #GrowthOpportunities