Value Research’s Post

Large-cap funds are required to invest at least 80% of their assets in the top 100 companies. As a result it can be challenging to take active calls. Yet, there are a select few that take significant active calls. Here are the large-cap funds with the least overlap. Check top funds in each categories: http://vro.in/funds #investing

We believe that our institutional-level research is key to the success of our actively-managed Tactical Select Passive Funds. Find out how we aim to use our knowledge to offer you access to a wide range of investments and market themes, which are good value and potentially less volatile. Capital at risk. https://lnkd.in/gsUdeskN #Funds #FundManagement #Investing

I compiled a list of the 157 Asset Owner Funds in the USA. You can download it here >> https://lnkd.in/dCxx6Azq #middlemarket #middlemarketfunds #alternativeinvestments #impactinvesting #usaassetowners #allocators #institutionalinvestors

They offer greater control over #investment decisions, allowing LPs to voice their opinions on each deal and customize fees. With no fees on uncommitted capital, their structure aligns perfectly with LPs’ interests. Plus, the flexible time horizons mean investments aren’t tied up for 7-10 years but can adapt to each company's unique opportunities.  Combine this with their operational and industry-specific expertise, and it’s clear why Independent Sponsors are outshining traditional #PE funds. 💼📈

I compiled a list of the 157 Asset Owner Funds in the USA. You can download it by registering >> https://lnkd.in/dCxx6Azq #middlemarket #middlemarketfunds #alternativeinvestments #impactinvesting #usaassetowners #allocators #institutionalinvestors

Since large-cap funds are required to invest at least 80 per cent of their assets in the top 100 companies, many of them tend to have very high overlap with the index and can appear to mimic them.  Check all the top-rated funds: http://vro.in/funds #investing

LPX50 constituent company, Wendel has announced the results for FY 2023. Wendel is one of Europe's leading listed investment firms. Wendel’s know-how consists in selecting leading companies, making a long-term investment and helping to define ambitious strategies, while implementing a clear, explicit shareholder approach. 🔷 Link to official press release 👉 https://lnkd.in/gE3sRg3F 🔷 Subscribe to Listed Private Equity Barometer published by LPX AG 👉 https://lnkd.in/ex-E8nej   Disclaimer: This content is provided for informational purposes and none of the content here should be construed as financial advice or an offer or solicitation for securities. The content is not intended to provide a sufficient basis on which to make an investment decision. The past performance is not indicative of future results.   #privateequity #alternativeinvestments #infrastructure #privatemarkets #investments #listedprivateequity #privatedebt #privatecredit #funds #loans

Do you want access to a wide range of investment opportunities? Get to know our fund ranges by exploring our selection of factsheets, reports, in-depth Assessment of Value, and price information. Capital at risk https://lnkd.in/eRsMVK2j #Investing #Funds #FundManagers

PRIVATE EQUITY FUND STRUCTURE Today's PE firms operate with a multi-fund structure, aligning incentives for GPs and investment professionals through carried interest. LPs invest on a fund level basis, with each fund investing in a series of portfolio companies (PortCos) that are leveraged at the operating company (OpCo) level. #finance #investing #investment #equity

Our custom proprietary fund model can incorporate both direct investments (AKA co-investments) and funds in a single fund wrapper. Direct investments can potentially reduce fees, and allow you to leverage network opportunities and express tactical investment views. Watch Matthew Malone, CFA, our head of investment management, discuss direct investments further: https://lnkd.in/eSVFjiuJ Learn more about our custom fund model: https://lnkd.in/eCWs8ccr #PrivateMarkets #WealthManagement #Investing