DECALIA’s Post

Thank you ASX for putting together a concise article on the benefits of high-conviction investing. For anyone wanting to learn more about our investment process, please read the latest #ASXInvestorUpdate below.

"Companies with solid dividends usually meet the value criteria and, with some thoughtful analysis, can be whittled down to produce a mix of cash-cow companies and dividend growers." - David Abella, GoalVest Advisory's Director of Investments. "A recurring cash flow that can grow over time can have timeless appeal." Citywire recently featured David in their Due Diligence report on Value Equities, exploring how value investors identify opportunities to create long-term growth for their clients. #investments #growth #dividendstocks #wealthmanagement https://lnkd.in/ecqwkYrC

Introducing the brand new SuperReturn LP Insights magazine! In this edition, we speak to LPs and GPs about the latest developments in North American private markets. Get the latest updates on the impact of high interest rates in private capital, a slowing secondary market, how LPs can move the needle in DEI, the road to net-zero and much more! Take a read to hear from leaders in North American private markets: http://spr.ly/6041XdwkT #SuperReturn #NorthAmerica #privatemarkets #privatecapital #secondaries

This Livewire Markets article covers some of Don Hamson's insights into #ASX dividend income shared at last week's Pinnacle Investment Management Group Insights Series event. It was great to see so many of our valued clients at the events in Sydney, Melbourne and Brisbane. You can watch a replay of the full presentation on our website: https://lnkd.in/gvEwtEYv #dividends #income #investing

Where are the most compelling investment opportunities in primary and secondary CLO equity? What direction are CLO AAA spreads heading in the near term? What metrics are the most useful for tiering managers?   In a recent interview with David Graubard of LevFin Insights, Vibrant Capital Partners, Inc. Co-Chief Investment Officer Kashyap Arora shares his perspectives on these questions and more.    Read the full Q&A in the attached document below. #CLOs #StructuredCredit #Investing

Is Private Credit the New Frontier for Smart Investing? The surge in private credit investments signals a transformative shift in the financial landscape. With higher-for-longer interest rates, private credit has emerged as a compelling asset class, drawing attention from diverse investors, including superannuation funds and wealthy families -- But why? 𝟭. 𝗔𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗥𝗲𝘁𝘂𝗿𝗻𝘀: This high yield, coupled with equity protection, positions private credit as a top choice for savvy investors. 𝟮. 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗦𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆: Expanding beyond leveraged buyouts, private credit now includes asset-backed financing and junior debt, providing diverse and stable investment opportunities. 𝟯. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Despite a crowded market, private credit complements traditional banking by offering flexible and timely funding solutions. “For most of my career, as a private credit investor I’ve been like the ugly one kept in the cupboard,” says Michael Small, one of five partners in KKR’s private credit team globally. “Now we are allowed out.” - (𝘴𝘰𝘶𝘳𝘤𝘦 𝘭𝘪𝘯𝘬𝘦𝘥) Private credit is reshaping the investment landscape, offering unique opportunities for growth and stability. At River X, we help you understand how these trends can benefit your financial strategy. Reach out to us for a discussion on how to make the most of these emerging opportunities. Source: https://lnkd.in/gzMcnyMa

Institutional investors are attracted to different approaches to mitigate the impact of the J-curve as well as have early liquidity options. https://buff.ly/3YTIXV1 #limitedpartners #investment #privateequity #co-investments #venturecapital

You are a visionary. 🌟 You're in the real estate game, exploring new avenues and achieving great success. But what do people often overlook about real estate investing? In chaotic and uncertain markets, finding the right expert to navigate uncharted waters is crucial. When you invest with Alliance, you're leveraging decades of experience and talent across 30+ states in the U.S. 🏢 We’re here to help you mitigate risk and maximize returns. Let us be the fiduciary of your capital and guide your investment journey with trusted expertise. 📈 #RealEstateInvesting #CommercialRealEstate #InvestSmart #AllianceCGC #ExpertGuidance #FiduciaryResponsibility #InvestmentStrategy #MitigateRisk #LeverageSuccess #BenReinberg

You are a visionary. 🌟 You're in the real estate game, exploring new avenues and achieving great success. But what do people often overlook about real estate investing? In chaotic and uncertain markets, finding the right expert to navigate uncharted waters is crucial. When you invest with Alliance, you're leveraging decades of experience and talent across 30+ states in the U.S. 🏢 We’re here to help you mitigate risk and maximize returns. Let us be the fiduciary of your capital and guide your investment journey with trusted expertise. 📈 #RealEstateInvesting #CommercialRealEstate #InvestSmart #AllianceCGC #ExpertGuidance #FiduciaryResponsibility #InvestmentStrategy #MitigateRisk #LeverageSuccess #BenReinberg

“Investors are now smarter than ever.” Liquidity has been difficult for LPs to come by over the past 12 to 18 months and yet the secondary market wasn’t quite as active in 2023 as many had predicted at the start of the year. Why is this? And what comes next? Take a read of the latest SuperReturn LP magazine to find out what’s up in secondaries >> http://spr.ly/6040krrBy #SuperReturn #LPs #secondaries