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...“If I have a remit, it is to think what investments might be added to the portfolio, but there’s already a fantastic team working on those two investments.”...
...The idea is to reflect investor costs, which indices don’t, and capture the true make-up of individual portfolios....
...The average trust was trading at a discount to NAV of almost 17 per cent in October....
...propositions, a focus on whole portfolio outcomes, a rise in digital wealth platforms, a new market regime — all mean our clients require a broader set of investment strategies across index and active,...
...The average investment trust share price discount to net asset value hit 16.9 per cent in October last year, just below the 17.7 per cent recorded at the end of 2008, according to data from the Association...
...test the merits of assets” that are not currently eligible to be used in the relevant insurer portfolios but may be in future....
...HOLD: Prudential (PRU) The Pru is enjoying a dramatic acceleration in growth especially in Asia, writes Julian Hofmann. Prudential has clearly decided to dispense with the kid gloves....
...The average trust was trading at a discount to net asset value of 16.9 per cent in October last year, just shy of the 17.7 per cent recorded at the end of 2008, according to the Association of Investment...
...Private equity groups generally own portfolio companies for three to five years, though in some cases it can be longer. “Half of that $3.2tn should be in the window of being sold,” MacArthur said....
...Franklin Templeton, which has embarked on a spate of acquisitions in recent years including a $1bn-plus deal for Putnam Investments, is trying to build a single third-party platform for portfolio management...
...As part of the move, Calpers will increase its bet on private equity from 13 per cent to 17 per cent of its portfolio, although this could potentially rise as high as 22 per cent....
...Such portfolios were hard hit in 2022 when both stocks and bonds tumbled — a scenario for which such portfolios were not designed, although they performed well late last year when both assets surged in tandem...
...A global private equity or debt portfolio should be very closely correlated with a global public equity or debt portfolio....
...However, a larger determinant of these products’ long-term profitability will be their ability to pass muster with the fund analysts and financial advisers who vet funds and add them to client portfolios...
...with in-kind transactions and efficient rebalancing, modifying the fund’s investment strategy, and liquidating the fund,” the filing reads....
...The stock sales meant that the number of securities Berkshire held in its multibillion-dollar stock portfolio fell to 41 at the end of 2023....
...Icahn said in a press release last week: “Given our hedge portfolio and the frequent long time horizon of our complex activist investments, our returns can often be lumpy....
...This classic 60/40 portfolio — a mainstay of conservative asset management — is the mullet hairstyle of the investment world....
...Is the resulting long-short portfolio one we would actually like to hold with our own money? Of course not!...
...It has lost investment mandates from Republican-led US states for allegedly being “hostile” to fossil fuel and been lambasted by Democratic activists for not doing more to divest from it....
...Peter Sleep, senior portfolio manager at 7 Investment Management, said overseas investors’ poor sentiment on China has been hiding some of the India success story....
...“One investment rule at Berkshire has not and will not change: never risk permanent loss of capital,” he wrote....
...Josh Kushner’s Thrive Capital, among the most active venture firms, signed several large cheques for companies already within his portfolio last year....
...Bespoke rules make contracts “very, very difficult to port from one provider to another”, said Nikesh Patel, chief investment officer at Van Lanschot Kempen Investment Management....
...That dragged down European investment banking fees to $17.2bn last year, a drop from more than $30bn in 2021 and the lowest total since 2016, according to data provider Dealogic....
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