Hassan Salamony

💳 Pitchbook have released their Global Private Debt Report for H1 2024 💳 💳 Private debt continues to demonstrate impressive performance and robust fundraising growth, driven by strong demand and attractive returns. 💳 The resilience of private debt strategies, particularly in direct lending and mezzanine funds, positions them favourably for future opportunities, despite emerging challenges from refinancing pressures and competitive dynamics. Swipe 👉 to read the key takeaways or find the full Pitchbook report linked in the comments. #PrivateDebt #Investment #MarketTrends #LBO #Finance

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"We believe now is an excellent time to invest in UK smaller companies." Ken Wotton manager of Strategic Equity Capital plc (SEC) gives his views on UK smaller companies to Wealth DFM. Here are three key takeaways: 🌟 Valuations Valuations are compelling as evidenced by the steady stream of takeover offers for UK-listed companies. 📈 Economic conditions Improving economic conditions with inflation lower, confidence recovering and the prospect of rates falling later in the year. 🏷️ Discounts A large number of high-quality UK smaller companies are trading at discounted ratings. Ken and the team apply their highly disciplined private equity approach to investing in public markets, to identify compelling investment opportunities in smaller #ukequities. Read more about the insights here: https://lnkd.in/eVeRQbV2   #publicequities #investmenttrusts | Capital at risk. Not an investment recommendation. Opinions expressed are those of the individual fund managers. Brendan Gulston Cassie Herlihy David Bickerstaffe

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Further clear thinking on low dependency and run on strategies…

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In the second episode of City Hive's series with Asset TV, Bhavini ‘Bev’ Shah Shah joined Omnis Investments’ Andrew Summers CFA, and Hargreaves Lansdown Mona Christensen to discuss how funds are being run with consumers’ best interests at heart, what to consider when fund managers leave to set up their own boutique firms, and how remuneration may be incentivising in the wrong way. Watch it here: https://lnkd.in/gcVC8wbk #investorsAct

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#SequoiaCapital has offered to buy $861M worth of shares in Stripe from its limited partners, reported by Axios. Read more about #MicroVentures’ portfolio company: https://lnkd.in/gZ3G4_73 #invest #investing #investment #startup #startupfunding #venturecapital #fintech

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Catch Portfolio Manager Obe Ejikeme on the next Asset TV Fund Selector Masterclass alongside Morningstar Wealth EMEA, Jennison Associates and Federated Hermes. The panel will discuss topics on fund selectors’ minds, such as how to defensively position equity portfolios in the current market cycle, equity market valuations in sectors such as #AI or #obesity and the divergence between corporate earnings forecasts and economic growth. ▶️ Watch the masterclass on October 30th here → https://okt.to/JZy2t7 #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest #equities #masterclass

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For UK Professional Investors only. Capital at risk. Our Private Markets team does an outstanding job helping clients explore opportunities for DC pension schemes. As the UK regulatory landscape evolves, opportunities are expanding, offering scope to enhance returns and drive broader economic growth. In this latest piece, our Head of Private Markets Investment Specialists, mark meiklejon, helps our clients understand the complexities by setting out five things DC schemes need to know about Long-Term Asset Funds (LTAFs): 👉 How LTAFs can provide access to long-term, less liquid assets for patient capital. 👉 The diversification benefits and potential for enhanced returns from private markets assets. 👉 How operational challenges are being addressed. For an update on recent developments, I recommend our latest insight, available here: https://bit.ly/3YhKgwT #PrivateMarkets #LTAF #ItTakesAvivaInvestors #RealAssets

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Next Thursday City Alliance is hosting its London IFA EIS & SEIS Investments Roadshow at The View in County Hall, London. We have a great line-up of our suite of 5 Boutique Investment Managers – Symvan Capital, Sustainable Ventures, EverQuest Capital Partners, VGC Partners and Leela Capital, who alongside giving an intro to their products, we’ll also be discussing thoughts on anticipated impact from the upcoming budget with regards to tax planning and how it impacts each of their respective sectors. There is still space available for any advisers wanting to attend. When: Thursday 3rd October, 15.00-17.00. There will also be some networking and drinks from17.00-19.00. If you can't make the event, but would like to come and meet with us over a drink, you are welcome to do so. So whether you are already an existing supporter of tax-efficient investments; are interested in finding out more about how they could benefit your clients with Income Tax / CGT or IHT liabilities; or perhaps you have sector specific interests, this will be a good chance to network with your peers and gain sector insights, so please do reach out if you'd like to attend. #EIS #SEIS #taxefficientinvestments #IFA #networking

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Salt's Brad Laird interviewed Claire Smith and Eric Greer from Schroders where they delved into their investment model as a Private Equity firm. 💼📊 🎥 Watch the clip below where Claire describes a recent success story and how Schroders transformed a recent investment into an institutional-quality asset poised for a lucrative exit. 🚀💰 🔗 Find the complete interview on our YouTube channel @SaltFinancial #PrivateEquity #Investments #BusinessSuccess #Leadership #BusinessGrowth #FamilyBusiness #Transformation #InstitutionalInvesting #FinanceInsights #Schroders #SaltFinancialGroup

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💡 It all helps. Cycles can be long and windy and #capitalmarkets evolve so this should be seen in a positive light. That said, there are other ways that could make many parts of our vibrant capital makets more compelling an investment, certainly within #Financials - and unsurprisingly in amongst the pack of ideas has to be a re-assessment of some of the regulations and controls that were instigated as a consequence of the GFC. Admittedly this is a classic trope, and not to takeaway the good intended. But recent “interventions” are quite possibly doing more collateral damage to the companies involved, their investors by association and in some cases, their customers. But it’s probably not the right part of the #cycle Look forward to the findings being put in action and thank you to those involved.

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H1 2024 fund flow analysis provides a truly fascinating picture. Although money market funds continued to rush from record to record in AuM - with many investors still being on the sidelines (on-going rate incentives) - H1 fund flows were remarkably strong - already beating full year 2023 numbers in a number of categories. However, H1 was not a free lunch for all. In fact, flows remained extremely concentrated amongst relatively few funds and asset managers.  Let's talk! #etfs #funds #fundflows #fundbuyers #funddistribution #assetmanagers #accelerandovlc

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Is Your Fund Onboarding Slowing Down Your Growth? Speed and efficiency are not just operational goals; they are essential to maintaining investor confidence and capturing market opportunities. Delays and complexities in investor onboarding can lead to: - Frustrated investors - Missed Opportunities With the Plaid Integration with Asset Class: Transform your fund onboarding with direct-to-bank connectivity and streamlined distributions/capital calls. Our integration with Plaid provides: - Instant Capital Calls: Direct bank transfers accelerate fund availability. - Organized Distributions: Simplify how you allocate and track fund distributions. With Asset Class, embrace a system that not only speeds up processes but also aligns with the digital expectations of today’s investors. Ready to enhance your firm's operational efficiency? Click below to see how you can streamline your onboarding and fund management with Asset Class. https://lnkd.in/exeHah9s

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In their recent conversation with Marie Kemplay, our portfolio managers explained how investing in ICG Enterprise Trust gives investors exposure to a wide range of private equity buyout funds. *Capital at risk This is something that is out of reach for many due to the high minimum investments typically required. Alongside the democratising effect of listed private equity, Oliver Gardey and Colm Walsh discussed ICG Enterprise Trust’s investment philosophy, evolving investor base, and outlook for the future. 🔗 Read the full article in PitchBook: https://lnkd.in/e-W3-JK6 #InvestmentTrusts #ListedPE #Investing   *Investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.

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🎙 AQUIS Capital Podcast: Navigating Hedge Fund Manager Selection 🎙 Selecting the right hedge fund manager is one of the most critical decisions in investment management. Whether you’re an institutional investor or a high-net-worth individual, the impact of this choice on your portfolio’s performance cannot be overstated. In our latest episode, we dive deep into the hedge fund manager selection process, sharing insights and best practices from AQUIS Capital: 🔍 Thorough Analysis: Just like building a winning sports team, we carefully analyze a manager’s track record, strategy, and risk profile to ensure they fit within our overall investment objectives. 💡 Source Discovery: From industry conferences to leveraging a robust network, and rigorous database screening, we leave no stone unturned in identifying potential candidates. 🤝 In-Person Assessments: Direct meetings with managers are crucial. We evaluate their expertise, strategy consistency, and alignment with our investment goals during these interactions. 📊 Ongoing Monitoring: The relationship doesn’t end at selection. Continuous monitoring is key to maintaining alignment and performance within our portfolios. Tune in to learn more about our approach to hedge fund manager selection and why it’s about much more than just chasing returns. We are look forward to your thoughts and comments! Gabriele Quargnali, CAIA, Son Nguyen, Caroline Wirth #HedgeFunds #InvestmentManagement #PortfolioStrategy #Finance #Podcast

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Toby Goodworth recently sat down with FOW to discuss hedge fund classifications, suggesting that the focus should be on their return profiles as opposed to the strategy they employ to achieve returns (https://okt.to/PWiZCU) He said: "The point of hedge funds is you use them for return streams you can’t get from traditional risk assets so they need to be demonstrably different. If you start to think about hedge funds in those terms there are basically three different return style groups: convex divergent returns, market independent and directional." #hedgefunds #institutionalinvestors #onyourside

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Excellent that Phoenix and Schroders are partnering to create a huge new fund to channel money directly into fast growing private companies, as reported by the FT. "The world is shifting from public to private" and "The UK's private companies are an untapped universe of investment opportunity" according to Schroders CEO. This is fantastic news for the UK Middle Market space where entrepreneurialism is abundant in highly motivated Board rooms up and down the UK. Investment managers will likely struggle to generate market leading returns if the middle market space is absent from their strategy given the high growth nature of this market segment. It bodes well for middle market M&A advisors and sellers with more buyers now in town and means some niche advisors, if they haven't already, need to turn to private company advisory to remain in the game in the context of advisor consolidation over the last couple of years. #corporatefinance #investmentbanking #privateequity

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Our Head of #Investing, Haig Bathgate, CFA recently joined Carl Hazeley on the latest Finimize podcast to share the atomos story and how we are setting ourselves apart in in the discretionary fund manager space. He also gives his views on what lies ahead for the #UK and #US markets and answers the question of what the impact the #AI revolution with have on investing. Not financial advice: the value of investments can fall as well as rise. Hear it in full here: https://lnkd.in/d3Mf8aaf #investment #wealthmanagement #artificialintelligence

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Rethinking Direct Secondaries: A Strategic Move in Today’s Extended Private Market 🤔 Direct Secondaries have often been misunderstood in the ever-evolving landscape of venture capital. As I navigated the bustling halls of the Lazard's T500 Conference in London last week, a founder, skeptical of secondaries, expressed concern over early employees and shareholders seeking liquidity. It was perceived as a lack of faith in the company’s future. However, I took this opportunity to shed light on a different narrative. 💡 In an era where companies remain private longer, Direct Secondaries offer a beacon of strategic foresight. They provide well-deserved liquidity to those who have fueled the company’s growth from its inception. This isn’t a sign of abandonment; it’s a celebration of success and a welcoming of new investors who see the untapped potential and are willing to invest, understanding the risks and rewards that come with positions lower in the preferred share hierarchy. 🎉 This is not just a transaction; it’s a strategic move that signals a healthy ecosystem where all parties’ contributions are valued and growth is still on the horizon. 💪 Let’s embrace a broader view of Direct Secondaries and recognize their potential to balance the needs of the company’s long-term supporters with the enthusiasm of new investors ready to join the journey. #VentureCapital #DirectSecondaries #PrivateMarkets #Innovation #GianoCapital #Secondaries #Exit

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An ETF Stream and Calastone survey reveals that automation and standardisation are now essential to the continued growth of the ballooning ETF ecosystem - https://lnkd.in/eBnDNBzx With commentary from Tom Stephens and Jim Goldie ETF Stream: The home of European ETFs #etfs #etfinvesting #etfecosystem

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