investment trends

Private Equity Struggling to Raise Funds in the Middle East

Private Equity Struggling to Raise Funds in the ...

Private equity and venture capital funds are not performing strongly in the Middle East, according to the latest reporting. MENA Private Equity Association published its annual report, which shows a 41% drop in private equity and venture capital funds last year. In terms of the region’s winner, UAE attracted the most interest from private equity funds.   The report’s findings [...]

Growth Capital Ventures Attracts a £57.5m Investment Fund

Growth Capital Ventures Attracts a £57.5m ...

UK fintech firm Growth Capital Ventures has attracted a £57.5m investment fund. The investment fund comes after its recent £1.1m investment from private equity, which helped the northeastern firm to create over ten jobs in the region. The latest investment will go towards helping local small businesses access capital in order to grow.   Major investment fund to boost growth [...]

Asian Conglomerates Scouring for US Deals

Asian Conglomerates Scouring for US Deals

The economic power shift from the western world to Asia is evident even in the world of investment management. Asian conglomerates are flush with cash and they are looking to the US for fund deals. For hedge fund and private equity firms, the enhanced interest could mean it is time to do business and sell.   The most recent example [...]

Private Equity – How to balance risks versus opportunities

Private Equity – How to balance risks versus ...

This year’s Oxford Symposium (13-14 December) on Risk Management in Private Equity asks how investors can balance risks versus opportunities in order to maximize risk-adjusted returns – in other words, risk management as a value add. This article gives insights into the focus topics of the symposium and provides food for thought to investors on how to maximize risk-adjusted returns.     Mind the [...]

Brexit – The great disorder under the Heavens?

Brexit – The great disorder under the Heavens?

It looks that the financial industry bet the wrong way on the biggest market event since the 2008 financial crisis. The Brexit referendum’s outcome has already been called ‘the greatest Black Swan event of the millennium’ (personally, I believe that this unexpected result rather falls into the category of what we practitioners refer to in our daily work as ‘king [...]

Trees that are slow to grow bear the best fruit

Trees that are slow to grow bear the best fruit

  Private equity is estimated to be less than 2% of all assets managed internationally. It is – at least in theory – an inherently contrarian asset class. But being countercyclical and contrarian is difficult. For illustration, a few days ago I read an article that predicted the ‘denominator effect’ to return. The news was dated April 1st, so I [...]

The Private Equity Risk Stalemate

The Private Equity Risk Stalemate

Recently I had a longer debate with the founder of a software company who argued that there is no market for sophisticated solutions (like value-at-risk) for quantifying private equity risks. I respect this person’s experience and judgment and, sadly, I tend to agree. I use the word ‘sadly’ as risk management (in the sense of balancing threats versus opportunities) is [...]

Bedazzled? – The Lure of Co-Investing

Bedazzled? – The Lure of Co-Investing

9/10 December 2015 saw the second edition of the Oxford Symposium on Risk Management in Private Equity, organised by the Saïd Business School’s Private Equity Institute in cooperation with my company, LDS Partners. Nearly 70 academics and industry practitioners participated this time, an increase compared to last year and close to the lecture theatre’s maximum capacity. The Symposium was held [...]

Switzerland – an important FinTech Hub in the near Future?

Switzerland – an important FinTech Hub in the ...

New Study by Roland Berger and Swiss Finance Startups Switzerland must seize the FinTech opportunity now! Download the Swiss FinTech Study here ·      The rapid worldwide development of startups in the FinTech industry will lead to significant shifts in the global financial industry. ·      Innovations in the FinTech area lead to a fragmentation of the value chain and thus drive [...]

IPOs Remain Strong Thanks to Private Equity

IPOs Remain Strong Thanks to Private Equity

  The market turmoil over the summer has certainly received not just a number of big headlines, but also investors’ attention. The Chinese stock market suffered the deepest one-day drop of all times and the Dow Jones Industrial Average also plummeted by nearly as much as 1,000 points during the third quarter.   While the volatile market conditions have certainly [...]

5 Cures for Portfolio Troubles

5 Cures for Portfolio Troubles

The troubles pension funds and other institutional investors are having with their private equity (PE) portfolios have been making headlines, and regulators are reacting with more oversight. There is talk of diminished PE returns and a broken PE business model. Nevertheless, some industry experts still see potential in private equity, albeit with a healthy dose of applied knowledge and understanding [...]

Everstone Capital Advisors Raises $730 Million with Third Fund

Everstone Capital Advisors Raises $730 Million with ...

  The Singapore-based private equity firm announced on Tuesday the closure of its third fund. Everstone Capital Advisors, which is the private equity arm of the Everstone Group, said it has raised $730 million with the fund, which aims to focus on investments in India and Southeast Asia.   The Fund   According to the official statement, the Everstone Capital [...]

Private Equity Looking for Opportunities in Brazil

Private Equity Looking for Opportunities in Brazil

  Brazil is set to host the Olympic games next year with interest and excitement building on the streets of Rio. But at the same time, the Brazilian economy is faced with some massive challenges. Brazilian asset prices are plummeting, but analysts are calling for value investors to seek opportunities in the sector and perhaps help the economy get back [...]

Are US IPOs at an Inflection Point?

Are US IPOs at an Inflection Point?

  The initial public offerings in the US have been reaching great levels in recent years. But newly published research suggests, the market might be about to turn. This could mean private equity firms won’t have as many lucrative exit opportunities during the second half of the year and the start of next year.   Renaissance Capital’s Research   According [...]

KKR Buys a Minority Stake in a UK Hedge Fund

KKR Buys a Minority Stake in a UK Hedge Fund

  UK-based hedge fund, Marshall Wace, announced on Wednesday that the US private equity firm, KKR, has acquired a stake in the hedge fund. The private equity firm has taken a 24.9% stake in the London-based company, with the option to increase its stake in the future.   The Agreement   According to the official statement, the private equity firm [...]