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...“If you look back 12 years ago, we were basically a family office with a couple of assets, large assets . . . a very, very concentrated portfolio,” said Frank Engelen, JAB’s new chief financial officer....
...Investments in Warrington’s £1.5bn portfolio that have attracted scrutiny include a stake in since-collapsed power provider Together Energy and large loans to ecommerce entrepreneur Matthew Moulding that...
...Blackstone is selling a portfolio of 19 dormitories near the campuses of large public US universities in Georgia, Virginia and Tennessee to KKR for $1.64bn, a deal that will raise cash and monetise a large...
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...When I look at my own portfolio, and the depressed level of so many stocks, virtually all appear vulnerable to a bid....
...“I’ve been investing in small-caps for almost 30 years and you haven’t seen big money moving into the space since 2016 or 2017,” said Greg Tuorto, a small-cap portfolio manager at Goldman Sachs Asset Management...
...The licensing agreement caps a tumultuous period for Novavax, whose market value boomed to more than $40bn at the height of the pandemic, propelled by investor excitement over its Covid shot....
...Calstrs, which manages pensions for about 1mn teachers and educators, in 2021 joined a group of large asset owners in pledging to achieve net zero portfolio emissions by at least 2050....
...There is also less churn in the large-cap segment: new large-cap companies since 2013, net of de-listings, only account for 15% of our large-cap US universe of 585 stocks....
...Cap Equity UCITs ETF (BBSD) for small caps....
...Mark the remaining 3i portfolio to book and its Action shareholding has a market value of about 27x run-rate ebitda, falling to 23x this year....
...Across much of the world, large companies have left smaller peers in the dust. Is the notion that minnows outperform — known as the small-cap premium — dead or merely resting?...
...US politicians are making better risk-adjusted returns than those chalked up by the public at large, according to analysis of two partisan exchange traded funds that demonstrates their wildly different portfolios...
...To get a sense of just how unusual this is, note that in the past, during US bull markets in which large caps outperformed, small caps did not suffer....
...Hipgnosis, which owns a large portfolio of music including the Kaiser Chiefs, Red Hot Chili Peppers and Shakira, has helped transform music rights into a mainstream asset class....
...For example, the MSCI world large cap index has outperformed the MSCI world mid-cap index by almost five percentage points a year over the past five years....
...“Once companies, especially financial services companies, get to the $50bn market cap, their stock performance suffers,” Nuttall said. “Investor returns become more anaemic. Their growth slows.”...
...US small caps are suffering their worst performance run relative to large companies in more than 20 years....
...“The more you go into the mid-cap and smaller-sized companies — the more idiosyncratic areas of the UK market — the more value emerges,” says Gergel. “It’s a great market for stock pickers.”...
...Europe has value, it just needs to show it can deliver some growth....
...Goldman is the only US bank in its portfolio. At Goldman, Solomon is also seeking to achieve a similar strategic transformation to Morgan Stanley by expanding in asset and wealth management....
...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...Which is perhaps a symptom of malaise among the small-caps....
...Both work with Arm and have first hand experience of its value. They know what demand there is for processor designs able to handle large workloads....
...Berkshire produces returns exactly like those of the large cap US index (this is true over five and 10 years, too)....
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