What Can Football Scouts Teach The Vc Industry About Risk Management? | Portfolio For The Future
By Ros Bazany, Head of ESG and Impact at Antler, a global early-stage venture capital firm. Key takeaways::
I don’t know much about football, but having recently enrolled my eldest son into the Real Madrid kids club, I am learning more - particularly about Cristiano Ronaldo. Ronaldo was the team’s all-time top scorer in 2015-16 and, to my son at least, is one of the best players in the world. Ronaldo was scouted at 12, and he made his international debut at 16. With this new-found knowledge, I couldn’t help but make a comparison between VC and football.
Uncorrelated Alpha: A Market-neutral, Hedge Fund-of-funds Investment Strategy | Seeking Alpha
[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market. For investors, this defensive approach aims to provide smoother, more consistent market returns. The most interesting aspects of this risk management approach are in the investment methodologies and manager mindsets that have been developed to accomplish this pursuit.
Returns In Focus - Value Creation Shines In The Lower Middle Market | Portfolio For The Future | Caia
By Daniel Wilk, Executive Director and Client Portfolio Manager, and Madison Murphy, Associate, Fund Communications and Research Team at FS Investments.
Bequant Launches Capital Introduction Platform For Crypto Hedge Funds And Managers
Bequant, one of the most established regulated institutional digital asset firms, has announced today that it has launched a new capital introduction platform designed specifically for crypto hedge funds and allocators (such as Fund of Funds, Family Offices and HNWIs). The Capital Introduction platform marks a significant shift in Bequant’s business model from a Prime Broker to a Principal Trading Firm- Bequant will now allocate its own capital to traders alongside investors utilising the platform.
Icapital Launches Its First Model Portfolio
iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.
Real Assets: Poised To Excel In 2024 | Portfolio For The Future
By Marc Dummer, CAIA, CIMA® - Managing Director & Client Portfolio Manager; May Tong, CFA, Managing Director and Portfolio Manager, Asset Allocation; Jessica Bush, CFA, Portfolio Manager, and Ben Rotenberg, CFA, CAIA, Portfolio Manager at Principal Asset Management.
Americana: Blending Rates, Credit And Equity Exposures
Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.
What Are Non-traded Real Estate Investment Trusts (reits)?
A non-traded REIT is a company that owns, operates, and/or finances primarily income-producing real estate assets. They are not traded on an open exchange and are available to investors that meet certain state-mandated suitability requirements.1 Non-traded REITs give investors the ability to invest in private real estate assets that provide tax-advantaged income, while offering periodic liquidity. REITs were created in 1960 to provide investors with access to real estate investments.
The Fees Are Too Damn High For Most Liquid Alts | Portfolio For The Future
By Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity.
Private Markets & Hedge Fund Strategy Ratings - Q2 2023
EXECUTIVE SUMMARY
PRIVATE EQUITY
LARGE BUYOUT
Current Outlook – Neutral
Trend versus Q4 2022 – Same
Large buyout returned approximately -6% in 2022 (compared to -19% for the S&P 500 Index over the same period), after a very strong 2021 when the category returned over 45%.1 Over a 15-year period, the large buyout category has generated a steadfast 11.9% IRR.2 The historically dependable return profile has allowed the category to continue to increase its share of the overall private equity fundraising market in a more challenging environment.