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Showing results for OAKTREE VALUE OPPORTUNITIES FUND HOLDINGS, L.P.
...Other long-term investment groups have also increased their holdings in UBS significantly this year....
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...She says that valuations on some of the 80 holdings in her fund are getting “close to distress levels — and believe me, that is not what we own”....
...Over the past year the FTSE 100 has gained 1.23 per cent, while the S&P 500 has risen by 31.3 per cent....
...Others rely on financial advisers for hand-holding when markets fall — a good “value add” for the fees paid....
...The value of its CVR holding enabled Icahn to renegotiate a personal margin loan that had been secured by Icahn Enterprises’ plunging shares....
...The biggest offender I could find is the L&G Tracker Trust CTF, which launched in 1999 and in 2023 still has an eye-watering ongoing charge of 1.56 per cent for the £1.3bn invested in the fund....
...However, even when there is pre-election volatility, it can also present opportunities for “tremendous value generation.”...
...Funds are not punished if the value of their existing large holdings naturally rises past the 25 per cent limit, but once it is hit they cannot buy any more of the affected stocks....
...This might make anyone holding an S&P 500 index fund nervous....
...Such funds should not be forced to invest in the UK. But they should be able to see — and seize — local opportunities far better than outsiders....
...And you could argue there’s an opportunity here....
...Instead of embarking on a flurry of spending, municipal governments appear to be holding on to their funds....
...To put it differently, the opportunity cost of holding all that cash, in hopes of making an acquisition, has gone down....
...However, holding qualifying Aim stocks within your Isa for more than two years is a very popular — if volatile — IHT workaround....
...Actively-managed funds could be one way of playing this, such as Fidelity’s China Special Situations Investment Trust, which, as well as holding equities, holds illiquid names such as TikTok owner ByteDance...
...Funds wise, I’d go for the Xtrackers Nikkei 225 UCITS ETF, which charges just nine basis points, or the L&G Japan Equity UCITS ETF....
...Such falls have notably outpaced drops in the stated value of the underlying portfolios, effectively giving investors the opportunity to buy in at a discount....
...L Catterton, a consumer-focused investment firm, has hired Peter Chang as managing partner and co-head of private credit. He joins from Oaktree Capital Management....
...Rival fund managers with investments in Odey’s funds also reviewed their holdings, with Schroders offloading its remaining stake in the Odey Swan product....
...Further on the option value of its cash holdings — $147bn as of the second quarter — Unhedged friend Dec Mullarkey of SLC Management writes that: The other big advantage Buffett has is his ability to act...
...There are a plethora of funds with a core or value style bias, which invest across the spectrum of responsible capital,” they argue....
...Some examples include value portfolios such as Jupiter Global Value Equity and Schroder Global Recovery, while income funds such as Murray International also look past the US....
...Some pensions and endowments have even resorted to selling large stakes in private equity funds at discounts to their stated value to raise cash....
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