Crescent Capital’s Post

Excited to share Crescent Capital's September 2024 High-Conviction Investment Themes! This month, we’re introducing two powerful additions: Income-Focused Structured Notes and Private Equity: GP-Ownership & Middle-Market PE. These strategies are designed to enhance income generation and capitalize on market inefficiencies, offering significant potential for portfolio growth. As we approach an election year with anticipated volatility, these themes provide the downside protection and strategic opportunities investors need. Looking forward to discussing these insights further in our upcoming webinar on September 5th. Let’s make this fall season one of strong performance! #InvestmentStrategy #WealthManagement #PrivateEquity #StructuredNotes #HighConviction #CrescentCapital

Valuing private assets is essential for any investor looking to enhance returns and manage risks. Private market valuations differ significantly from public markets, and understanding these differences is crucial in today's dynamic investment landscape. Discover three key principles that illuminate the unique nature of private market valuations and their potential benefits for your portfolio. https://okt.to/okTBQZ #PrivateAssets #PrivateMarkets #MarketViews

Introducing our new, quarterly Alternative Investment Market (AIM) webinar series for wealth managers and financial advisers. We value your time, so these concise, 15-minute webinars are an excellent way to discover what our investment team considers to be some of AIM’s most exciting opportunities, for you to digest and discuss with your clients. What will the investment team cover? ☑️ Stay updated on the latest AIM company news. ☑️ Explore the outlook for portfolio companies. ☑️ Dissect recent activity and rhetoric from management teams. ☑️ Explain what this may mean for investors.  ☑️ The UK’s broader economic trends that could shape the narrative for portfolio holdings in the near term. Join us live on the third Thursday of each new quarter. And if you have specific questions you want the team to address during the webinar, just send them over to [email protected] beforehand. Find out more and sign up on our website: https://lnkd.in/ebsgaqxz #AIMInvesting #FinancialAdvisers #Paraplanners #WealthManagement #UKInvesting #MarketInsights #InvestmentStrategy #AlternativeInvestments #PortfolioManagement #FinancialPlanning #UKEconomy #SmallCapInvesting #AdvisorEducation #MarketTrends #InvestmentOpportunities #FinancialServices [Capital at Risk]

Introducing our new, quarterly Alternative Investment Market (AIM) webinar series for wealth managers and financial advisers. We value your time, so these concise, 15-minute webinars are an excellent way to discover what our investment team considers to be some of AIM’s most exciting opportunities, for you to digest and discuss with your clients. What will the investment team cover? ☑️ Stay updated on the latest AIM company news. ☑️ Explore the outlook for portfolio companies. ☑️ Dissect recent activity and rhetoric from management teams. ☑️ Explain what this may mean for investors.  ☑️ The UK’s broader economic trends that could shape the narrative for portfolio holdings in the near term. Join us live on the third Thursday of each new quarter. And if you have specific questions you want the team to address during the webinar, just send them over to [email protected] beforehand. Find out more and sign up on our website: https://lnkd.in/e3MBhnEs #AIMInvesting #FinancialAdvisers #Paraplanners #WealthManagement #UKInvesting #MarketInsights #InvestmentStrategy #AlternativeInvestments #PortfolioManagement #FinancialPlanning #UKEconomy #SmallCapInvesting #AdvisorEducation #MarketTrends #InvestmentOpportunities #FinancialServices [Capital at Risk]

What is active investing, and how can it work as part of your investment strategy? This Special Report, written alongside Vanguard Investment Research, contrasts active and passive investing approaches through discussion and research: https://lnkd.in/eDrB2VkJ. It outlines the need for investors to balance risk tolerance, cost considerations, and the exercise of strong discipline in their quest for benchmark-beating returns. Featuring insights from Jim Rowley, CFA, Vanguard’s Global head of Investment Implementation Research. Join Savvy Investor for free access to this Special Report and more thought-provoking content. #ActiveInvesting #PassiveInvesting #Returns #InvestmentStrategy

Introducing our new, quarterly Alternative Investment Market (AIM) webinar series for wealth managers and financial advisers. We value your time, so these concise, 15-minute webinars are an excellent way to discover what our investment team considers to be some of AIM’s most exciting opportunities, for you to digest and discuss with your clients. What will the investment team cover? ☑️ Stay updated on the latest AIM company news. ☑️ Explore the outlook for portfolio companies. ☑️ Dissect recent activity and rhetoric from management teams. ☑️ Explain what this may mean for investors.  ☑️ The UK’s broader economic trends that could shape the narrative for portfolio holdings in the near term. Join us live on the third Thursday of each new quarter. And if you have specific questions you want the team to address during the webinar, just send them over to [email protected] beforehand. Find out more and sign up on our website: https://lnkd.in/epBGY5T9 #AIMInvesting #FinancialAdvisers #Paraplanners #WealthManagement #UKInvesting #MarketInsights #InvestmentStrategy #AlternativeInvestments #PortfolioManagement #FinancialPlanning #UKEconomy #SmallCapInvesting #AdvisorEducation #MarketTrends #InvestmentOpportunities #FinancialServices [Capital at Risk]

🚀 Ready to navigate the investment landscape of 2025? At Lynnwood Wealth, we’re gearing up to explore the top strategies that can shape your financial future. From emerging markets to sustainable investing, stay ahead of the curve and make informed decisions that drive your portfolio’s success. Let's connect and prepare for the opportunities ahead! 💼 📈 #InvestmentStrategies #FinancialFuture #LynnwoodWealth

Whether you're a seasoned investor or you’re considering diversifying your portfolio, Long-Short Equity could be your next move. From its benefits in volatile markets to its potential for tax optimization, this emerging investment trend is gaining popularity with savvy investors looking for a strategic edge. Our latest blog from Senior Wealth Advisor and Director of Portfolio Management, David Koch, CFP®, CEPA, CFA Koch, breaks down this dynamic strategy: https://lnkd.in/gryYgPuN #investmentstrategies #longshortequity #diversification #FinancialPlanning #WealthManagement

Active vs. Passive Investing: Which Strategy Is Right for You? Understanding the balance between active and passive investing is essential for building a resilient investment portfolio. Vanguard’s latest white paper, “Considerations for Active Fund Investing,” provides a comprehensive guide to navigating active investment strategies. It explores: ✅ The trade-off between diversification and outperformance ✅ The impact of costs on fund performance ✅ The importance of discipline and long-term conviction Learn how to assess active funds effectively and strengthen your investment decisions with insights from Vanguard's research team. 📊 Explore the full report here: https://lnkd.in/eDrB2VkJ How do you balance active and passive investments in your portfolio? Share your thoughts below! #Investing #ActiveManagement #PortfolioStrategy #VanguardResearch #InvestmentSuccess

💼 Back to work, back to the markets! Advisors: Kick off your post-Labour Day plans with Fidelity’s Chief Investment Officer, Andrew Marchese. Learn more about Andrew’s views on today’s market movements, sector storylines, and investment opportunities in the current environment. Register today: https://ow.ly/hlbv30sGmhN #FidelityCanada #FidelityConnects