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2020 - Click on a date in left column to access the Briefings. HELPCENTER
2019  
03 Jul. 2020 Opalesque most forwarded article - week 27: New Launches GP Bullhound raises $141m for its fifth tech fund, LBC Credit Partners V aims to raise $1bn, B Capital shores up $820m in second fund, BayernKapital closes second Bavarian Growth Fund, PGIM Investments launches global corporate ESG bond fund, MSIM launches Paris Agreement-aligned global balanced sustainable fund, Unigestion announces closes for Secondary V and Direct II, Waterton plans $1.25bn fundraise for latest US apartment fund [more]

GP Bullhound raises $141m for its fifth tech fund From PE News: Technology-focused investment firm GP Bullhound has held the first close of its latest fund with €125m ($141m) of capital commitments. GP Bullhound Fund V is a pan-European venture capital fund targeting primarily late-stage digital economy investments, with a focus on Sweden, Spain, th...

26 Jun. 2020 Opalesque most forwarded article - week 26: Opinion Steve Schwarzman predicts a 'big V' economic rebound in next few months [more]

From SMH: Steve Schwarzman, chief executive officer of Blackstone Group said the economy is likely to benefit from a V-type recovery in the next few months. The co-founder of the world's biggest alternative asset management firm weighed in on markets in an interview during the Bloomberg Invest Global virtual event. "You'll see a big V in terms of the economy going up for t...

19 Jun. 2020 Opalesque most forwarded article - week 25: Sterling Group reels in $2bn for its fifth private equity fund [more]

Laxman Pai, Opalesque Asia: Operationally focused middle-market private equity firm the Sterling Group has closed its fifth flagship private equity fund on a $2 billion hard cap, exceeding a predecessor that raised $1.25 billion in 2015. Founded in 1982 and based in Houston, Sterling is a middle-market firm that typically invests in manufacturing, distribution and industrial serv...

12 Jun. 2020 Opalesque most forwarded article - week 24: PE/VC Dealmaking coming to a crashing halt, sellers and buyers finding a way to agree to a transaction, Value creation in private equity, Precursor's Hudson The venture industry has a systemic race problem, For private assets, the pandemic repricing is just getting started, Alternatives specialist Stafford buys Robeco's $1.5bn PE business [more]

Dealmaking coming to a crashing halt, sellers and buyers finding a way to agree to a transaction From Institutional Investor: In the last financial crisis, private equity firms that quickly put money to work in struggling companies generated the best returns when the economy recovered. That's not lost on the current crop of private equity buyers in the current C...

05 Jun. 2020 Opalesque most forwarded article - week 23: New Launches Apeira Capital seeks $200m for hedge fund-like bets, PIMCO filing reveals ESG fund launch could be ahead, BEA Systems co-founder launches venture fund, Salesforce Ventures launches $125m Europe Trailblazer Fund, The D. E. Shaw group closes first onshore China investment fund, Legg Mason and ClearBridge launch non-transparent ETF, Hong Kong-based asset manager MaiCapital launches actively managed bitcoin hedge fund [more]

Apeira Capital seeks $200m for hedge fund-like bets From Bloomberg: Natalie Hwang, the former head of Simon Property Group Inc.'s venture capital arm, has launched a new firm and is seeking $200 million for a debut fund. Hwang has been discussing the vehicle with prospective investors, according to documents seen by Bloomberg and a person with knowledge of the mat...

29 May. 2020 Opalesque most forwarded article - week 22: Investing Singer bets on Europe, emerging markets, Britain's unhealthy appetite for financial risk in essential services, How Stan Druckenmiller shook up his portfolio [more]

Singer bets on Europe, emerging markets From Investment Magazine: William Blair's Brian Singer is looking to invest in Europe and the emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in. The head of dynamic allocation strategies said the swings in pricing ov...

22 May. 2020 Opalesque most forwarded article - week 21: Tiger Global tops the list US-based venture capital market [more]

Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than $16bn in venture capital over the past 10 years. New Enterprise Associates has...

15 May. 2020 Opalesque most forwarded article - week 20: Legal Elliott files first U.K. suit to say coronavirus can't stop its deal, Shuttered hedge fund TCA accused by SEC of overstating revenue [more]

Elliott files first U.K. suit to say coronavirus can't stop its deal From Bloomberg: The question of whether the coronavirus pandemic can be used to terminate an acquisition is set to get a first hearing in a U.K. court. Activist Elliott Management Corp.'s Travelport unit, filed a lawsuit in London Monday to stop Wex Inc. from abandoning its $1.7 b...

08 May. 2020 Opalesque most forwarded article - week 19: Investing 'Last chance to sell' Hedge fund warns of impending stock market crash, Why this hedge fund is betting big on Peloton, Einhorn dumps GM after 5-year 'disappointment' as Greenlight funds extend slump, Investors flock to 'fake meat' firms as coronavirus highlights supply chain troubles, Warren Buffett abandons U.S. airlines with a $6bn stock sale [more]

'Last chance to sell': Hedge fund warns of impending stock market crash From CCN: Hedge fund manager Kevin Smith is extremely bearish on the stock market, and he says this may be your "last chance to sell" before the crash. The founder of Crescat Capital says the stock market is about to suffer another plunge. Kevin Smith draws...

01 May. 2020 Opalesque most forwarded article - week 18: Quant giant Two Sigma's funds sink in first quarter, BH Macro The hedgie trust that lives for wild rides, Scaramucci's SkyBridge hit with heavy redemption requests as fund fell [more]

Quant giant Two Sigma's funds sink in first quarter From Institutional Investor: Two Sigma has posted its worst stretch of performance in recent memory. The quant titan lost money in most of its key funds in the first quarter, according to investors and private databases. The funds have recovered somewhat in the first half of April. Most of the quant g...

24 Apr. 2020 Opalesque most forwarded article - week 17: PE/VC The Q1 2020 global VC report Funding slowly impacted by coronavirus, China's PE market to rebound as epidemic eases, Private equity firms offer cash lifelines to public companies [more]

The Q1 2020 global VC report: Funding slowly impacted by coronavirus From Crunch Base: Chronologically, the first quarter of 2020 began just over three months ago. But psychologically, it feels like a lifetime ago. The New Year rolled in with bullish expectations for startup investment across much of the globe. Now, consensus is we're in for a protracted decline.&...

17 Apr. 2020 Opalesque most forwarded article - week 16: Good time to bet on USD, oil futures [more]

B. G., Opalesque Geneva: Giles Coghlan, chief currency analyst at HYCM, a forex broker, shares his take on currencies, cash, recovery, and oil. Opalesque: You say the USD, the JPY and the CHF act as safe-haven currencies. Do you think that is likely to last? ...

10 Apr. 2020 Opalesque most forwarded article - week 15: Hedge funds' defensiveness finally pays off [more]

From WSJ: The $3 trillion hedge-fund industry, with its defensive approach to investing, has significantly underperformed the stock market over the past decade. But in the current market turmoil, hedge funds have been holding up much better than stocks. During the first two months of the year (February being the latest full month for which hedge-fund data is available from the Backstop B...

03 Apr. 2020 Opalesque most forwarded article - week 14: Investing Ray Dalio's Bridgewater scales down European short bets after $3.2bn windfall, Here's what top hedge funds are buying in the coronavirus stock market crash [more]

Ray Dalio's Bridgewater scales down European short bets after $3.2bn windfall From Financial News: Bridgewater Associates, the world's biggest hedge fund, has retreated from shorting European stocks after making an estimated €2.9bn ($3.2bn), as its founder and co-chairman Ray Dalio contends with recent performance struggles. According to an...

27 Mar. 2020 Opalesque most forwarded article - week 13: Hedge funds eye buying opportunities, capital raises as markets selloff [more]

Bailey McCann, Opalesque New York: Markets are selling off, but some hedge fund managers are finding buying opportunities and a few shops are raising new funds in order to participate in the recovery. In an i...

20 Mar. 2020 Opalesque most forwarded article - week 12: PE/VC Unicorns sometimes sting, Private equity at crossroads as rout offers deals, curbs lending, S&P survey shows sagging prospects for private equity [more]

Unicorns sometimes sting From PIonline.com: Venture capital firms are on a roll. Some 259 U.S. venture capital funds amassed $46.3 billion in 2019, the second highest by amount of capital raised and number of funds since 2006, according to the PitchBook-NVCA Venture Monitor. The biggest fundraising year since 2006 was 2018, when 299 venture capital funds raised $58 bil...

13 Mar. 2020 Opalesque most forwarded article - week 11: Double Black Swans [more]

Matthias Knab, Opalesque: A comment from Ian Hamilton, Chairman, Scotstone: The Corona Virus has put the world on hold with investors behaving like people fighting over toilet rolls. But was it unexpected? In 2007 Nassim Taleb, in his book "Black Swan" warned of such an event: "as we travel more on this planet, epidemics will be...

06 Mar. 2020 Opalesque most forwarded article - week 10: Petershill in talks to invest in Permira [more]

Bailey McCann, Opalesque New York: Petershill, an investing unit within Goldman Sachs that makes minority investments in asset managers, is in talks to invest in British private equity house Permira. The Wall Street Journal first reported the news. T...

28 Feb. 2020 Opalesque most forwarded article - week 9: Legal Philip Falcone sued over alleged $65.8m default, Warhol painting [more]

From Bloomberg: Former Harbinger Capital hedge fund manager Philip Falcone was accused in a New York lawsuit of defaulting on $65.8 million in loans and violating the terms of lending agreements by selling two paintings used as collateral, including one by Andy Warhol. Melody Business Finance LLC sued Falcone in Manhattan state court Friday, claiming he and his wife, Lisa Falcone, had pe...

21 Feb. 2020 Opalesque most forwarded article - week 8: PE/VC Venture debt Is it a loan? Is it equity? Is it an pportunity?, PE, VC investments in India hit all-time high in 2019 [more]

Venture debt: Is it a loan? Is it equity? Is it an pportunity? From Forbes: Venture Capital is usually the default option for fast-growth startups looking for a cash injection, thanks to our willingness to take risks in return for equity, and with no need to pay anything back - at least not until you've made it big. But in recent years, a new type of financing h...

14 Feb. 2020 Opalesque most forwarded article - week 7: Evolution of shrinking hedge fund fees - what do investors and managers need to know? [more]

By Don Steinbrugge, Founder and CEO, Agecroft Partners (DonSteinbrugge@agecroftpartners.com): Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, increased competition across the industry, and an increasing share of industry assets...

07 Feb. 2020 Opalesque most forwarded article - week 6: Investors poured billions into low-volatility factor strategy. It's not panning out. [more]

From Institutional Investor: Investors expect low-volatility factor funds to give them most of the equity market's return during good times, while also softening the blow if there's a correction. But early indications show that these funds have been disappointing investors by massively trailing equity markets, a new analysis shows. With low-vol strategies, investors are willing...

31 Jan. 2020 Opalesque most forwarded article - week 5: Investing JPMorgan takes contrarian view of energy stocks, How Extinction Rebellion's British hedge fund backer profits from 'dirty' firms, Value investing's time is coming again soon [more]

JPMorgan takes contrarian view of energy stocks From Institutional Investor: JPMorgan Chase & Co.'s asset management group sees investment opportunity in beaten-down energy stocks, a contrarian view as it looks beyond the sector's reputation for "poor capital discipline." "Our portfolio managers see some reasons to be a little mo...

24 Jan. 2020 Opalesque most forwarded article - week 4: J.P. Morgan makes strategic investment in tech company for alternatives [more]

Laxman Pai, Opalesque Asia: J.P. Morgan has taken an equity stake in Arcesium, an investment-management technology business that D.E. Shaw & Co. launched as an independent company in 2015. New York-based Arcesium LLC is an investment management technology and services firm, offering services in post-trade activities. Quant hedge fund giant D. E. Shaw group launched ...

17 Jan. 2020 Opalesque most forwarded article - week 3: Investing For Howard Marks, investing is like a game, Hedge fund Lone Pine Capital LLC takes big stake in Under Armour, Merit Medical shares rise after hedge fund Starboard discloses 9% stake [more]

For Howard Marks, investing is like a game From Institutional Investor: Investors can take apply lessons from games like backgammon and poker to their day jobs, according to Oaktree Capital Management's Howard Marks. Marks - who has enjoyed pursuits like Old Maid and gin rummy since childhood - shared those lessons in his latest memo, published Monday....

10 Jan. 2020 Opalesque most forwarded article - week 2: PFIC what U.S. investment funds should be particularly aware of and newly proposed regulations [more]

By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. persons who are limited partners (LPs) of funds must also be aware of the PFIC rules, as they...

2019  

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. PE/VC: Disruption from COVID-19 hits ASEAN private equity hard, VCs see much to like in Democrats' $1.5tn Moving Forward Act, US PE firms play the long game as deal-making comes back into focus[more]

    Disruption from COVID-19 hits ASEAN private equity hard Opalesque Industry Update - After a strong 2019, the ASEAN private equity industry has been shaken by the outbreak of the COVID-19 pandemic, reports Preqin. As of September 2019, ASEAN-focused private equity and venture capital asset

  2. Coronavirus crisis: PE industry mulls more realism and longer holding periods[more]

    Laxman Pai, Opalesque Asia: More realism, longer holding periods and an advantage for investors with a long-term focus - these are the main changes that investment managers in the German private equity market expect as a result of the coronavirus crisis. The PE transaction activity is not exp

  3. Multi-strategy hedge funds post double-digit gains, Tiger Global, Coatue score double-digit fund gains in 2020, Lone Pine soars after losses earlier this year, Can Pershing Square's standout year continue?[more]

    Multi-strategy hedge funds post double-digit gains From FT: Large multi-strategy hedge funds have posted double-digit gains for the first half of the year, reversing losses from March, as markets defied the economic downturn brought on by the coronavirus pandemic. Citadel Advisors

  4. Tech: Pandemic boosts digitalisation across the fund industry, The India-China bust up and what it may mean for tech, Machine learning goes global[more]

    Pandemic boosts digitalisation across the fund industry From International Investment: The pandemic has certainly accelerated change and digitalisation in ways that we never imagined, including the funds industry in Luxembourg. Business Continuity Planning and Disaster Recovery Pl

  5. New Launches: Hedge fund Marshall Wace will bet on ESG stocks with new $1bn fund, Stafford Capital raises initial $532m for ninth timberland fund, Nalanda Cap eyes $800m fund, China's Unity Ventures hits first close on US dollar fund[more]

    Hedge fund Marshall Wace will bet on ESG stocks with new $1bn fund From Forbes: Hedge fund Marshall Wace plans to raise $1 billion for a new fund that will invest in stocks with strong environmental, sustainability and governance (ESG) ratings while betting against stocks with poor rating