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Showing results for WHITEBOX MULTI-STRATEGY PARTNERS, L.P.
...Some of this has flowed to multi-manager hedge funds, which spread clients’ money over a range of strategies including long-short equity....
...The US alternative asset manager has told investors it will wind down the Blackstone Diversified Multi-Strategy fund by the end of the year....
...“But they’re not always good at getting the strategy of their own firm right.”...
...Cape Town-based Inspired Evolution hoovered up $199mn and Rio de Janeiro-headquartered Vinci Partners pulled in $185mn for low-carbon infrastructure in Africa and Brazil, respectively....
...“The issue for multi-strategy funds” that borrow to juice returns is that “when you have a big, unexpected move in markets triggering a liquidity squeeze, you’re going to have larger drawdowns [losses]”,...
...Blackstone in September became the first private equity group to be included in the S&P 500 index and its rivals Apollo Global and KKR are hoping they are not far behind....
...Patrick Ghali, managing partner at Sussex Partners, which advises clients on hedge fund investments, said there had been a “huge dispersion” in hedge fund performance in 2021....
...Ignoring their contribution, the S&P 500 has shed $286bn so far this year....
...These are all actionable proposals, but the key is that the executive branch builds a robust, multi-agency strategy to reduce the economic and national security risks associated with our competitors’ domination...
...The S&P 500 is often used as the default comparison because of its ubiquity, but, in reality, it’s a poor benchmark for private equity returns given how top-heavy it is....
...Plot the S&P 500 index return against the Nikkei 225 from just before the pandemic....
...The Rathbone Greenbank multi-asset portfolios, for example, avoid having a large growth or tech bias....
...Sebastien Page, chief investment officer of T Rowe Price global multi-asset strategy, said: “It’s very simple — yields are much higher than they were and it just means you have higher expected returns.”...
...“Luxury stocks tick many boxes at the moment”, said Emmanuel Cau, head of European equity strategy at Barclays....
...Some invested through multi-strategy vehicles, while others set up dedicated funds....
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...“Buying a good idea at a bad price can make a terrible investment,” adds Ben Seager-Scott, head of multi-asset funds at Tilney Smith & Williamson....
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake. Landsec’s purchase of the waterside area includes £293.6m of debt, reducing its equity investment to £207.6m....
...Coty’s woes stem chiefly from JAB’s strategy of expanding via debt-backed acquisitions so as to turn the group, which was originally focused on perfume, into a miniature version of L’Oréal present globally...
...The organisation is predicting a bifurcated “barbell” market with large multi-product providers on one end and niche service providers on the other setting the state for an increasingly complicated financial...
...In November 2020, MSCI downgraded P&G’s ESG rating to A from AA. Peltz started on the company’s board in 2018....
...The new strategy has paid off. In 2019 it generated a 58 per cent net return, about double the S&P 500....
...“It’s a bit like history repeating itself,” says Fiona Huntriss, a partner at law firm Pallas Partners, who focuses on financial litigation and has worked on previous mis-selling cases....
...It is now in Chopard’s museum, the L.U.CEUM, in its factory in Fleurier, Switzerland....
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