While many investors steer clear of small-cap stocks given their volatility, money manager Jordan Zinberg seeks them out. “We prefer smaller companies because they tend to grow faster, and we can buy that growth at better valuations,” says Mr. Zinberg, president and chief executive officer at Bedford Park Capital in Toronto. Here’s what he’s been buying and selling.
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Independent Financial Advisor & Fellow of the Chartered Insurance Institute. Hamnett Wealth Management, Sheffield.
Another Star fund manager hits the buffers. More & more investors are waking up to the flaws in concentrated stock portfolios with high costs. Woodford veered off course. Why take the risk? Another reminder of the flaws in Active fund management. 🎲⚠️⛔️High returns……..but only for the Management. That’s why Hamnett Wealth have an evidenced based investment philosophy for our portfolios. Fail to plan, plan to fail. 💷 Time for a review? #diversification #costsmatter #money #wealth
Nick Train paid £16m in dividends and pay despite poor performance
thetimes.co.uk
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In 2023, secondary buyers increasingly favored mid-market continuation funds, driven by their diversified exit strategies and manageable investment sizes, as reported by Lazard. This shift towards smaller check amounts for such funds suggests a strategic preference to limit exposure to individual assets. The trend reflects secondary buyers' appreciation for the versatility of mid-sized funds, especially given the constrained exit options for larger buyouts. With the continuation fund market still undercapitalized, investors have become highly selective, leveraging their position to influence the market dynamics favorably. This evolving preference underscores a strategic pivot in private equity fundraising, with a focus on asset quality, commitment size, and strategic alignment. #PrivateEquity #ContinuationFunds #MidMarketInvesting #InvestmentTrends #SecondaryMarket #PEFundraising #StrategicInvestment #MarketDynamics
Why secondary buyers prefer mid-market continuation funds
pitchbook.com
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The publicly traded REIT sector has faced a confluence of several near-term challenges creating crosscurrents in the space. However, we believe strategic selection within the sector can lead to exceptional returns over the next five years. In our latest #KCMinsights we share constraining factors and more notably, in our view – why the REIT sector is on the cusp of its next growth cycle and remains a robust component of a well-diversified investment portfolio. #REITs #realestate #investing https://lnkd.in/gB3ZnJUz
Beyond the Storm: Opportunities in the U.S. REIT Market
kennedycapital.com
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PM Capital's Chief Investment Officer Paul Moore recently sat down with Livewire Markets' Hans Lee to mark 25 years of PM Capital, reflect on what has changed, what has remained consistent, and what lies ahead in the next 25 years. Read the full Livewire interview here: https://lnkd.in/gsbprMKP #globalequities #globalinvesting #investdifferently #25years
Paul Moore's stock to buy and hold for the next 25 years
livewiremarkets.com
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This week, we're joined by Theo Darringer, who breaks down the world of REITs (Real Estate Investment Trusts). "So REIT stands for Real Estate Investment Trust, and it's essentially like buying a company as you would stock. It's typically an ETF or a mutual fund, but you go in your brokerage, and as you would buy an ETF, for example, you would buy a REIT. And REITs are comprised, if it's an ETF, of several real estate companies. These could be hospitals, retail properties, and various other types of real estate companies." Get ready to learn how to diversify your portfolio with real estate investments and build long-term wealth! 💼✨ 📻 https://lnkd.in/dfWRahr9 #FinancialFreedom #Investing #RealEstate #WealthBuilding #FinancialLiteracy #ExitStrategies #MoneyManagement #REITs #StockMarket #FinanceTips #PodcastEpisode #MoneyTalk #FinancialEducation #PropertyInvestment #LegacyBuilding #RealEstateEducation
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Secondaries are no longer considered off the beaten path: they are now a widely accepted solution for unwanted investments. For evidence of this, look no further than The Washington Post and its recent coverage of the topic. Seasoned LPs looking to raise cash from their invested private equity assets and investors who are newer to the asset class and are seeking to build exposure to private assets by acquiring secondhand fund stakes have fallen into perfect alignment. While LPs choose to sell for a handful of reasons, private market overexposure remains a fundamental key driver. Following the 2008 financial crisis, investors leaned heavily into private markets, recycling distributions into fund re-ups, leading to record-setting annual fundraising figures. That is ultimately now flowing through to the secondary market. For buyers, acquiring stakes in funds that are already mature and offer a faster payback is a highly efficient way to grow a PE portfolio, or start building one from scratch. Despite global secondary transaction value falling by 25% in the first half of 2023, this year is still on course to rack up in the region of $100bn worth of volume, according to Jefferies. There is also ample headroom for long-term growth—private markets collectively house some $10trn in assets under management, a vast inventory. Central to the WaPo’s recent coverage is the normalization of secondaries, from a niche to a mainstream market. What stronger evidence is there of this fact than one of America’s most widely read and respected newspapers dedicating column inches to the subject? Read the Washington Post’s analysis for more: https://lnkd.in/guG2xqYy #privateequity #secondaries #PE
Analysis | Private Equity Indigestion Relief Is Meant to Hurt
washingtonpost.com
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Let's delve into the factors contributing to #Stockland's impressive performance and the dynamics that have fueled its growth. #ASX #stockupdate #investment #stockgrowth
Stockland Investors Reap Impressive 42% Returns in the Last Three Years (ASX:SGP)
kalkinemedia.com
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Nine Canadian fund managers offer their top picks and portfolio advice for 2024 A year ago, nine Canadian fund managers bravely broke out their 2023 crystal balls for us. We thought we’d check back in to see how their recommendations fared – and what their best advice and top picks are for the year ahead Stephen Takacsy, CEO and chief investment officer, Lester Asset Management Last year’s pick: Short-term high-yield corporate bonds. Using the BMO Short Corporate Bond ETF as a proxy, YTD total return is 6.2 per cent. Stock picks were: - Pollard Banknote, up 69.5 per cent YTD; - Logistec, up 55.8 per cent YTD; - Richelieu Hardware, up 21.5 per cent YTD; - Cargojet, up 1.7 per cent YTD Top pick for 2024: "For conservative investors, my top pick is to invest in an actively managed portfolio of high-yielding fixed-income securities comprised of corporate bonds, hybrid debt and preferred shares" Stock pick for 2024 : - Ag growth - Park Lawn - MDF Commerce - Quarterhill (See full article below)
Nine Canadian fund managers offer their top picks and portfolio advice for 2024
theglobeandmail.com
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Reed Smith LLP #privateequity partners Chris Sheaffer and David Hayes have been quoted in Middle Market Growth Magazine article "This Year, Expect LPs to Dial up the Pressure for Capital Returns". “For the assets that have been sitting out there for a while, there has to be a reset of expectations on valuation, both on the LP and sponsor side,” says Sheaffer. Adds Hayes: “We’re starting to see more willingness of our clients to make earlier exits in portfolios for smaller returns when it makes sense…while there hasn’t been a meeting of the minds between buyers and sellers yet, I am optimistic that 2024 will be more encouraging because of a more stable interest rate environment.” Read the full article here: https://lnkd.in/gWaXMFkb
This Year, Expect LPs to Dial up the Pressure for Capital Returns | Middle Market Growth
https://middlemarketgrowth.org
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Should those looking to grow their wealth invest in real estate or stocks? The answer will depend on an investor's individual circumstances, but options such as fractional ownership and real estate investment trusts (REITs) are certainly worth considering if you lack the capital or time necessary for traditional property acquisitions. My advice to first-time investors is to consider stocks at the outset, as barriers to entry tend to be lower. Of course, over the longer term, it's best to build a diversified portfolio with multiple asset classes if you can. https://lnkd.in/d-ef5rHa #realestate #stocks #investments
Real Estate vs. Stocks: Which Is the Better Investment? - NerdWallet
nerdwallet.com
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