AH 2005 Management, L.P. | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for AH 2005 Management, L.P.

Sort by

Viewing results 1‒25 of 1548

Natura Cosmeticos SA
Brazil’s Natura explored offloading cosmetics group Avon International
...since its acquisition”.In place of growth, Natura’s management is now focused on boosting profitability and cash generation as well as reduce debt levels....
December 6, 2023
Lazard Ltd
Share price and revenues can double this decade, new Lazard chief tells staff
...The total return, however, remains far below that of the S&P 500 and several rival companies over the period....
September 14, 2023
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
FTX Trading Ltd
FTX update, Alameda P&L edition
...But what’s most entertaining is that the government goes ahead and shows the professor’s ongoing work calculating Alameda’s historical balances with FTX — basically the firm’s net P&L — from last year:...
September 12, 2023
LexTod's SpA
Tod’s owner bid hardly looks luxurious for minority investors Premium content
...As such the buyout does not look too shabby at 20 times this year’s operating profit on S&P Capital IQ estimates. But with more effort management might be able to double these earnings....
February 12, 2024
Climate change
Exxon leads industry fight against UN plans to limit plastic
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
April 22, 2024
Equinox
Luxury gym chain Equinox raises $1.8bn to avert cash crunch
...The investor group also includes private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017....
March 8, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
LexAccountancy
Teflon-maker’s scandal shows even cash isn’t safe from mischief Premium content
...Free cash flow, however, reconciles those book accounting accruals of the P&L ledger to capture the real flows of actual dollars coming in and out....
March 21, 2024
Katie Martin
Grumblers about passive investing may have a point
...“It’s been one-way traffic over the past decade,” Morningstar added, noting that US equity fund flows flipped in favour of passive as far back as 2005....
January 23, 2024
Equities
The dangers of leveraged ETFs
...around 3.8% of the total value of all S&P 500 shares traded (or the equivalent of just over 100,000 E-mini S&P 500 futures — as an old futures and options trader, these numbers made me gulp!)....
August 31, 2023
Private equity
European buyout firms increase salaries despite downturn
...“PE compensation is predominantly derived from the P&L of the firm — which is based on the management fee of the fund, and this is locked in for the life of the fund,” said Tom Thackeray, a partner at Heidrick...
December 18, 2023
InterviewLunch with the FT
Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’
...Trian has outperformed the S&P 500 since its 2005 inception. Two of Peltz’s sons, Matt and Diesel, work at Trian. And Brad, another son, works for a Wendy’s franchisee....
March 22, 2024
Investing in funds
Back into the active/passive trenches
...And there can (in theory) be years where a majority of active managers do outperform — eg 2005, 2007 and 2009, as the SPIVA chart above shows....
September 21, 2023
Accountancy
The dark art of bank fair-value accounting needs more transparency
...As Bolgona puts it: From a high level, relative to electing to account for loans at amortised cost, electing the fair value option provides a P&L tailwind during periods of loan growth due to recognising...
January 19, 2024
Private equity
Is private equity actually worth it?
...The S&P 500 is often used as the default comparison because of its ubiquity, but, in reality, it’s a poor benchmark for private equity returns given how top-heavy it is....
March 5, 2024
Letter
Letter: Action is needed to let Ukraine use Russia’s frozen assets
...former Soviet Union 1997-2001 Amb Richard MorningstarFounding Chairman, Atlantic Council’s Global Energy Center, US Ambassador to Azerbaijan 2012-14 and US Ambassador to the European Union 1999-2001 Amb P...
November 3, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
ETF Hub
Will India’s rise above China mean higher ETF returns?
...Europe also boasts the Amundi MSCI India II Ucits ETF, which tracks the same index as the iShares ETF, and the L&G India INR Government Bond Ucits ETF, for those interested in fixed income....
October 23, 2023
FT Asset Management
Asset Management: A tale of two hedge funds
...The performance of the S&P 500 index is now the most concentrated it has been since the 1970s....
June 19, 2023
Moira O'Neill
Are you too passive about your passive investments?
...For example, the SSGA SPDR MSCI World UCITS ETF tracks the MSCI World index for an ongoing charge of 0.12 per cent, while the Xtrackers S&P 500 UCITS ETF tracks the S&P 500 index of US stocks for 0.06 per...
September 1, 2023
Moral Money
How green skills gap is holding back energy transition Premium content
...Here’s an interesting business school-style case study by Christopher Tang of the UCLA Anderson School of Management....
March 15, 2024
Technology sector
Intel’s meaningless margin chart
...While I’m very optimistic about our future and long-term model, it will take time before our manufacturing group P&L is world class....
June 26, 2023
Markets InsightToby Nangle
Narrow markets should humble macro forecasters
...Global luxury brands LVMH and L’Oréal collectively account for almost a quarter of the returns from French stocks. These are not outliers....
August 8, 2023
The Top LineSujeet Indap
Is Lazard a relic of a bygone banking age?
...Its shares have oscillated since its 2005 IPO but today at around $30 are not far from its $25 listing price. The S&P 500, for reference, has tripled in that time....
June 23, 2023
Quant investing
The financial replication crisis revisited
...Firstly, that the results simply cannot be replicated, or secondly that they can be replicated but only by contorting or cherry-picking the data, something known as “p-hacking”....
September 15, 2023
SVB Financial Group
The activist hedge fund who warned early about Silicon Valley Bank
...Here HoldCo says SVB got the halo of being a tech stock, not a bank stock: HoldCo also said SVB could revert quickly to its previous valuation: Here, HoldCo points out that SVB’s P&L unusually benefited...
March 13, 2023

Previous pagePage 1 of 62Next page