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Showing results for Highfields Capital I LP
...“I would always be cautious about any company that does not have its dividend covered,” said Nate Koppikar, a partner at hedge fund Orso Partners, which has bet against Blackstone shares....
...Blackstone, Stonepeak and I Squared Capital have also flagged their rising interest in the space as governments’ ability to fund infrastructure has come under pressure....
...“In any organisation when you have transition to a new leadership it’s complicated to have the old leaders hanging round,” observed the Sequoia LP....
...We need to go . . . to a more renewable side, which will have challenges but challenges are there to be addressed,” he said, adding, “Four years ago, I thought paper packaging was completely impossible.”...
...“I didn’t predict the enormous crash but we knew there was a risk,” said one longstanding LP....
...“I haven’t seen a multi-strat in Ucits format do well. Performance has not been good,” said Patrick Ghali, managing partner at Sussex Partners, which advises clients on fund investments....
...“I think we’re still in the early stages of the recovery phase that will ultimately allow private equity investors to return capital....
...I don’t know why shareholders would take that risk,” he added....
...I’ve been playing a lot lately, I’ve been proper stinky [?!], I‘ve been playing it a tonne....
...A resurgence in initial public offerings or sales would allow LPs to recoup their invested capital and recycle it....
...The owners and managers of the True Confidence, who purchased the vessel just days ago from US private equity group Oaktree Capital, gave details of the deaths and injuries in a statement on Thursday....
...“The more I get exposed to private equity, the more that I believe that this is a really crucial part of the overall societal puzzle to get right.”...
...They’re trying to free up capital now, to be able to be ready to make some acquisitions of the banks that need help,” he said....
...Why do I need an all-Black cast?”...
...“I want to underscore that Carlyle is investing in growth first while remaining disciplined about expenses,” Schwartz said. “It is all about focus, execution excellence and teamwork....
...(The other is Blackwells Capital, which holds only a tiny stake in Disney). This fight is Peltz’s second recent battle royal with Disney....
...Most VCs continue to charge LPs a management fee regardless of whether they had made investments, but Sequoia Capital, one the premier tech VC groups, started waiving fees on capital it had not yet committed...
...Another executive said: “I don’t think it would be attractive to do this, unless you have a burning desire to return capital.”...
...Blackwells Capital, the second activist, has put up its own slate of three directors for the board....
...The predecessor 2018-era US buyout fund has returned about 11 per cent of investors’ capital and posted a net annual gains of just 8 per cent....
...We think this risk is also low, considering a broad range of liquidity and capital solutions that are available to both GPs and LPs....
...I am not willing to still pay the same multiple,’” said Todd Miller, global co-head of private capital advisory at Jefferies, referring to a company’s price in relation to its earnings....
...Brookfield, one of the largest private capital groups, closed a record-sized infrastructure fund in 2023, while rivals such as KKR, Blackstone, Stonepeak and I Squared Capital have telegraphed rising ambitions...
...I can’t turn around to the venture team and say invest $2bn. There’s not enough deal flow,” he said....
...“I think there’s a huge amount of opportunity to deploy capital that should soak up any money coming in.”...
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