Truffle Asset Management’s Post

You may remember the pre-2021 years when Cathie Wood’s ARK Innovation fund was riding high as one of the strongest performers in the global fund management sector. Unfortunately, all the investors who bought into Cathie Wood’s star manager appeal prior to her fund’s early 2021 peak have had to weather significant losses since then. This cautionary tale is not uncommon and raises the question: should you invest with a manager enjoying a purple patch? Read our latest article at https://lnkd.in/ghCqJB-6 #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

Quick intro to our global equity strategy and how we go about creating value for our investors.

In this #TalkingMarkets video, we focus on the Premier Miton Liberation Fund range with Ian Rees, Head of Multi Manager Funds and David Thornton, Fund Manager. They look back at markets over Q2 2024, review performance of the underlying asset classes and the asset allocation of the funds. For investment professionals only. Capital at risk. #investing #multiasset #multimanager

You may remember the pre-2021 years when Cathie Wood’s ARK Innovation fund was riding high as one of the strongest performers in the global fund management sector. Unfortunately, all the investors who bought into Cathie Wood’s star manager appeal prior to her fund’s early 2021 peak have had to weather significant losses since then. This cautionary tale is not uncommon and raises the question: should you invest with a manager enjoying a purple patch? Read our latest article at https://lnkd.in/gtnEsV7r #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

I recently took part in a webinar with our partners at Ocorian, the global fund administrator, and a number of fellow industry experts from Clifford Chance, Bovill Newgate and TriWest Capital Partners, to discuss findings from Ocorian’s research study, with input from 100 senior executives at fund managers focusing on private markets in the US and Canada, who are collectively responsible for $1.591 trillion of AUM.    At Reframe Capital, we bring many years of experience developing global go-to-market strategies for US and other international managers, and in this clip, I share insights on how manager distribution models are maturing, with the adoption of a more data-driven, systematic rather than opportunistic approach to investor engagement. It is exactly the method we adopt in raising capital for and supporting the growth of our clients and one which, we believe, offers a far greater chance of success.   Tune in for further snippets of the webinar soon or get in touch for a link to the full session. My warmest thanks to Debbie Krupski and the Ocorian marketing team for all the production work.   Paul S. Susan Burkhardt Jon Spencer Edward O'Bree #debtadvisory #assetmanagement #alternativeinvestments #funddistribution #placementagency #businessgrowthstrategy #fundformation #fundstructuring #emergingfunds #privatemarkets #alternativeassets #emergingmanagers #privatedebt #privateequity #realassets #venturecapital #infrastructureinvestment #fundraising #coinvestment #coinvest #impactinvestment #decarbonisation #climatetech #circulareconomy #sustainableinvestment #esg #sfdr #sdr #tcfd #unsdg #eutaxonomy

Some interesting insights from TriWest Capital's Jon Spencer! If you’re interested in why North American fund managers are considering European capital markets, watch the video below.   #NorthAmericanFundsInEurope

Some interesting insights from TriWest Capital's Jon Spencer! If you’re interested in why North American fund managers are considering European capital markets, watch the video below.   #NorthAmericanFundsInEurope

How have interest rates impacted the workflow of private equity firms and companies interested in expanding? Giovanni Amodeo sat down with Christian Fritsch, founder of ELF Capital Group, to explore the benefits of carving a niche in the private credit market. Fritsch discussed the challenges and opportunities within the sector, noting that out of 300 opportunities assessed over 16 months, only 7 were finalized, highlighting their selective and cautious approach to investment. Watch the full discussion now: https://lnkd.in/eTvvurD4 #IONInfluencers

Jennifer Carnithan Choi, CEO, and Bart van Dijk, newly appointed Head of Europe at the Institutional Limited Partners Association (ILPA), spoke with Preqin's Shaun Beaney and Grant Murgatroyd about alignment between investors and asset managers, transparency, fund finance, continuation vehicles, U.S. Securities and Exchange Commission regulation, and #sustainability. Read the full Q&A here: https://okt.to/6u4Ngs 📰Stay updated on #privateequity and #alternativeinvestment at Preqin! Subscribe to Preqin First Close – it’s quick, easy, and free: https://okt.to/IC7iaf

Join Us for the Mansa-X Fund Q4 Outlook Webinar! Curious about how recent world events will impact #MansaX Fund investors? Wondering which key themes will shape fund performance in Q4? Or perhaps you have questions you'd like addressed. Don’t miss this opportunity to get insights and answers this Thursday, November 14th, at 3:30 p.m. in a webinar moderated by Terryanne Chebet (MPRSK) Sign up for free at www.sib.co.ke/events and stay informed. We look forward to seeing you there! #investments #globalmarkets