52TEN’s Post

A participant at the Business Roundtable event at the Milwaukee Athletic Club last week asked me a great question: About how much should an investor consider allocating to alternative investments? Jonathan Henshue, CFA, CAIA and I both gave answers. Mine was there's no single answer because not all investors have the same opportunity set. 15% is often a good baseline, rising to 20-25% for accredited investors and even 30% for qualified purchasers. Jon noted the biggest limitation from the investors' perspective is often liquidity—though many alts products, such as interval funds, now offer periodic liquidity. #Alternatives #AltsInvesting

We're excited to be kicking off a 3-part series on equity investors in Greater Manchester! In this series, we'll be taking a deep dive into the various investment organisations in the region and the types of businesses they typically support. Stay tuned for some valuable insights into the thriving investment landscape in Greater Manchester. Read more here: https://ow.ly/GQJb50SXxVF #Investors #EquityInvestment #GreaterManchester #Manchester Ian S Dixon Steve Green Sarah Wilkinson

We’re excited to share that our colleague, Patrick Wierckx, has been nominated for the Influencer of the Year category at the Institutional Investor Recognition Awards. Patrick’s insightful posts and publications on stock investing have made him a familiar name in the investment community. As investing grows increasingly complex, Patrick’s witty contributions remind us of the essence of investing: identifying the perfect companies and adopting the right investment strategies. There are very few investment books that Patrick hasn't read and excitingly he will soon publish his own book: ''Hidden Monopolies''. If you are interested in unique insights on investing, make sure you follow Patrick (if you haven't already): Patrick Wierckx, CFA #InstitutionalInvestor #Investing #Assetmanagement

#BernsteinNY MD Kristen Nelson recently sat down with Senior Investment Strategist Wrug Ved to discuss the current market landscape, Bernstein’s outlook for public and private markets, and why the traditional “60/40 portfolio” may not thrive in this environment. With muted returns expected going forward, she turned to two highly respected investors, Brahm Cramer of Prospect Ridge and Leonard Pangburn of Abbott Capital, to explore the role that Real Estate and Private Equity can play in the current market environment. This discussion highlighted why this market may be ideal for these growth alternatives and what to look for when evaluating these strategies. To learn more from these industry experts and explore alternative ways to optimize your portfolio in today’s market, please reach out to me for a recording of the discussion. #investing #alternatives #marketlandscape #privateequity #commercialrealestate

We’re pleased to be able to share a longer update from Abby Glennie, Co-Fund Manager of abrdn Investment Trusts UK Smaller Companies Growth Trust. Glennie covers the strong Q1 performance of the Trust that saw it outperform the benchmark. The management team subscribe to the idea of 'running your winners' and some of the best attribution over the period came from Ashtead Technology, 4imprint, Hollywood Bowl and Cranswick. There's talk too around the fund's sector allocation and stocks to look out for in the portfolio. Glennie touches on interest rates and the anticipation that they will fall later in the year. Will a rate cut prove to be a tailwind for the small-cap space as it has done previously? #UKequities #Smallcap #UKsmallcap #AUSC #Growth #InvestmentTrust

This is a great quote from legendary investor Bill Miller. To paraphrase, investing isn’t about how often your right or wrong. It is about how much you make when you’re right versus how much you lose when you’re wrong. This quote is particularly relevant right now when in our view there is an abnormally long list of small or mid cap companies that we think can 5-10x over the next 5 years. It is an exciting time at Optimist!

🌟 Preparing for the New President: Insights from Richard Wilson 🌟 As the investment world braces for the new president, family offices and ultra-wealthy individuals are taking strategic steps to navigate the changing landscape. Our CEO, Richard C. Wilson, shares valuable insights on how these entities are preparing for the future. Richard emphasizes the importance of strategic planning, family values, and tailored investment approaches to ensure long-term success. He highlights the significance of understanding unique family dynamics and avoiding common pitfalls in wealth management. Whether you're an investor or a family office professional, these insights provide practical advice for enhancing your investment strategies and achieving long-term success. Stay ahead, check out this short 7-minute video: https://lnkd.in/grCYj5bQ #Investment #FamilyOffices #WealthManagement #StrategicPlanning #RichardCWilson #Centimillionaires #Billionaires

This week, the Texas McCombs Investment Advisers, LLC, hosted Matt Dennis, Portfolio Manager at S5 Capital, who came to teach us about what makes a good stock pitch! He came to sit in on the students' first round of flash pitches and gave us valuable insight into how to improve and structure moving forward. Specifically, Matt shared the four questions that you must answer in your pitch: 1. How much can I make? Returns are the most important aspect to investors. 2. How much can I lose? (Base, Bear and Bull Cases) 3. Is the story already priced into the shares? 4. What are the catalysts? Big thank you to Matt for visiting us at the Texas McCombs School of Business! Your insight was incredibly valuable.

Join Philip Petursson, IG Wealth Management's Chief Investment Strategist, as he dives into the resurgence of smaller U.S. companies—the Forgotten 493. Discover why now is the time to look beyond the Magnificent Seven and explore the opportunities these American-first income earners bring to the table. Don’t miss this insightful conversation! 🎧✨ Click Here: https://ow.ly/LiBU50Ufx3Y #InvestmentPodcast #SmallCaps #WealthManagement

In our recent Crown Capital webinar, Dustin Miles shared the inspiring story of his first deal. Dustin began his journey as a passive investor and served as a KP on his first active project. He held this investment for 12 years and remarkably sold it just a day before our webinar. Stay tuned with Crown Capital for more success stories and investment insights! #CrownCapital #PassiveIncome #CashFlow #MultifamilyInvesting #ApartmentInvesting #RealEstateInvesting