Schroders Capital’s Post

We are pleased to share Schroders Capital's CIO Lens, Q1 2024. Nils Rode, Chief Investment Officer, provides a quarterly insight to help guide you through ever-changing markets. In 2023, private markets saw slower capital raising after a strong fundraising phase during the pandemic. While most private markets returned to pre-pandemic levels in terms of fundraising, investment activity, and valuations, there were exceptions. Read our full CIO Lens to learn more. #PrivateAssets #RealEstate #Infrastructure #PrivateEquity #PrivateDebt #CreditAlternatives #3DReset Professional investors only. Capital at risk.

#PrivateCapital is getting creative with distressed assets and preferred equity as traditional #RealEstate activity slows. Learn more in Private Capital insights https://bit.ly/3Olr4cC

Analysing 20-Years of Private Credit and the Performance of other Asset Classes.   Today we highlight the returns of Private Credit and other asset classes such as Private Equity, Natural Resources, Real Estate, S&P 500, MSCI World TR, and Venture Capital from 2002 to 2022. Indexed to a base of 100 in December 2000, it reveals the significant outperformance of Private Credit and Private Equity over traditional asset classes. A compelling testament to the value of diversification in investment strategies.   privateinvest.com.au   #privateinvestinsights #nonbanklending #australianinvestmentmanager

"Go with the Flow" isn’t just a phrase reserved for fish and carefree individuals; it's also one of the guiding principles of our investment approach at Valtrust. We employ a strategy better known as ‘Momentum investing,’ where we focus on investing in companies with strong upward price trends, regardless of intrinsic value aiming for high returns compared to benchmark indices. By combining value investing with momentum investing we optimise returns by capitalising on undervalued assets that begin trending towards their intrinsic value. Now, you might be wondering, doesn’t investing work on ‘buy low, sell high’? Not really. It is a traditional investing adage. We believe in the principle of ‘buy high and sell higher’ in our portfolio’s performance which has consistently delivered returns, outperforming market indices. #MomentumInvesting #PMS #MultiFamilyOffice

📅 𝑆𝑎𝑣𝑒 𝑡ℎ𝑒 𝑑𝑎𝑡𝑒! On November 14, our Co-Founder and CIO Danny Vroegop will attend the #SuperInvestor event in #Zurich. Together with Nicole Waibel from Crescent Capital Group LP and Raphael Betti from European Investment Fund (EIF), Danny will discuss ESG and its impact within private debt and answer the following questions: 🔹 How can different managers fulfil the needs of different LPs – are we still missing a harmonised approach to reporting and collecting information? 🔹 What steps are managers taking to ensure they are adhering to ESG and sustainability requirements when they lack control?    Please get in touch to meet us there! #CapitalAndPurpose #PrivateDebt #PrivateCredit #ThematicInvesting #SustainableInvesting #AlternativeFinance #SustainableFuture #ESG

Lonsec has rated Vaughan Nelson's Global Equity SMID Fund and Global Equity SMID Fund (Quoted) for the first time. We are delighted to report both funds have been awarded a 'Recommended' rating. The report states: “This rating is supported by the high calibre senior portfolio managers, led by James Eisenman, who are experienced in researching global SMID companies and managing capital. The investment process is highly aligned with the Manager's philosophy and consistently applied, incorporating top-down inputs that support bottom-up deep research.” To read the whole report, please visit lonsec.com.au. For important information about this rating visit: https://lnkd.in/g3pSx9U #RecommendedRating #InvestmentExcellence #GlobalSMIDcap

As on 29th Feb 2024, this strategy has delivered a 1-year return of a staggering 82%. Valtrust Partners manages investments under the umbrella of a SEBI-licensed Portfolio Management Service (PMS). The flagship Investment Strategy “Valtrust Momentum” is based on the Momentum factor investing. You can access the fact sheet by clicking the link: https://lnkd.in/dAET7GjP  For more details, write to us at contact@valtrustcapital.com. #InvestingStrategy #MomentumInvesting #Update #MultiFamilyOffice

🌟Why multi-asset allocation funds should be a part of your portfolio?🌟 A multi-asset allocation fund should be part of a portfolio due to its ability to provide diversification across different asset classes, which helps to spread risk and potentially enhance returns. Assured Returns | Principal Protection | Long-term capital growth 💼💰 - Read More: https://lnkd.in/g5sYBD78 - Red Ribbon Multi -Impact Investment: https://lnkd.in/g45S2pVs www.redribbon.co #redribbon #assetmanagement #capitalpartners #impactinvestment #esg #InvestmentStrategy #DiversifiedPortfolio #Investing #assuredreturns #safeguardcapital #MultiAssetAllocation #InvestmentReturns #diversification #growthpotential #wealthcreation #investmentportfolio #financialsecurity #growthopportunity

J.P. Morgan Asset Management’s Strategic Investment Advisory Group (SIAG) collaborates with seasoned investors to produce in-depth reports on asset allocation. Their latest report, “The role of public and private strategies in real estate,” explores the expansion of investible real estate across traditional and emerging sectors, and how real estate as an asset class can make for a more diversified and resilient portfolio. Read the full report: http://spr.ly/6047enilL For institutional and professional investors only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. #StrategicInvestmentAdvisoryGroup

Our new Engagement Blueprint for private markets sets out our approach to active ownership at Schroders Capital. In private markets, active ownership and stakeholder engagement is fundamental to our regular business activity as a responsible manager of assets. Given the importance of engagement, Schroders Capital has established its own Engagement Blueprint, setting out our approach to engagement in private assets. The Blueprint seeks to demonstrate our engagement priorities, how differing engagement practices are governed and structured consistently, how and why the engagement approach differs by asset class, and our future ambitions. Learn more about our Engagement Blueprint below. #ActiveOwnership #ImpactInvesting #PrivateMarkets #PrivateAssets Professional investors only. Capital at risk.