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...The Merlin range has nearly a fifth of its equity assets — or £1bn — in two funds managed by Whitmore: the £2bn Jupiter UK Special Situations fund, and the £930mn Jupiter Global Value Equity fund....
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...Ricky Sandler, founder of US-based fund Eminence Capital and the first activist to go public with criticisms, has a seat on the committee alongside chair Barry Gibson and another board director....
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...Union, a group that advocates for US private equity funds to divest Chinese companies....
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...Private equity strategies have evolved in a way that is ill-suited to the life cycle of the closed-end fund....
...pension plans, to disclose their equity allocations to the UK and overseas....
...Today’s more concentrated stock market is more prone to substantial falls in value.”...
...Despite the big private equity funds of megashops such as Blackstone dominating headlines, leveraged buyouts are still mostly a small- and mid-cap phenomenon. That’s where private equity likes to play....
...So they started an investment fund, squirrelling the money away, first just in bonds overseas and then in stocks as well. And it’s meant that the fund has grown vast....
...Private equity firms must get into the weeds of a business. Hedge funds prefer spreadsheet calculations that they can paste into letters and PowerPoint slides....
...They famously account for around a quarter of the value of the entire S&P 500 index of US stocks. You could fit several European stock markets inside any one of them....
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...The founders and top executives of the largest private equity groups in the US have seen the value of their shares rise by more than $40bn since the beginning of 2023 as new assets have poured into their...
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