E2MV的动态

AJ Osborne is not blind to the struggles. He recognizes the bankruptcies, wars, and daily challenges many face. Working every day to make a difference, AJ is reshaping capitalism. Through Cedar Creek Capital, he invites you to participate, not just consume. To learn more about investing and reshaping capitalism, click the link in our bio. #ReshapingCapitalism #CedarCreekCapital #InvestWisely

Why have US equities consistently outperformed other markets? We’re delighted to be joined by Anthony Kingsley, Chief Investment Officer at Findley Park Partners, and co-manager of the firm’s American Fund in our latest episode of “Taking Stock: After the Bell”, where we discuss US equities, their enduring advantages and so much more. Listen here: https://bit.ly/3SCciyS Follow our Taking Stock: After the Bell hosts – Jonathan Raymond CFA and James Hughes. Capital at risk #QuilterCheviot

When it comes to the middle market outlook, this year mirrors last year, but opportunities still exist for those willing to get creative with deal structuring, says Nick Stewart, Partner of the Investment Fund Group at Duane Morris LLP. What does he think the future holds for middle markets? Nick suggests they are watching for potential shifts if there’s a reduction in interest rates. Sellers are eager to enter the market, and buyers have significant capital to invest—$1 trillion domestically and $2.5 trillion globally. Additionally, with trillions set to transfer over the next two decades and only 40% of private businesses having succession plans, there’s a huge opportunity for strategic relationships and investments. Nick also discussed the impact of the next generation on private equity and succession planning, highlighting the importance of long-term, patient relationships in navigating these changes - from the sidelines of our 12th Private Equity Forum in NYC. #MarketsGroupPE Paloma Lima-Mayland April Galletly Stackhouse Meghan Hazen, DES Becky Christmas Roberta Dalla Nawshad Noorkhan Francine Didziakas Cabanas Kendra Nicholls, MSc Talita Quirino Doina Roibu Matthew Sowinski Victoria Cepeda James Garnett Ana Sousa?Courtney McQuade Beatriz Salsinha John Paul Zajas Karly Congero Harriet Oakley Camille Cross Natasha Guzman Paul Hamann Andres Ortiz Patrick Egan William Lim

VALUE INVESTING TRIP 2024 - Day 1 “Travel is the only thing you buy that makes you richer.” - Unknown Today I am embarking on my annual pilgrimage to the cradle of Value Investing - Omaha. With stop overs in Zurich and New York, many interesting meetings scheduled, the regular Value Investor Conference at the University of Omaha and all culminating in the Berkshire Hathaway shareholders meeting I am looking forward to an enriching week. I will be happy to share my key findings here in the coming days. #ValueInvesting #WarrenBuffett #CharlieMunger #BerkshireHathaway #AccrescoInvestmentMgmt

?? "Lessons Learned from Legendary Investor Charlie Munger" ?? @Chris Davis, PM and Chairman of Davis Advisors, delves into the profound lessons he's learned from Charlie Munger about the art and responsibility of managing investments. ?? Key Takeaways: - Understand what it means to be a true steward of someone's life savings. - Learn about the importance of providing candid, honest communication to investors. - Discover the critical role patience plays in building long-term wealth. ?? Watch the full video here: https://lnkd.in/ei4jz9j5 #Investing #CharlieMunger #BerkshireHathaway #WealthManagement #FinanceProfessionals #ChrisDavis #DavisAdvisors #LongTermInvesting #InvestmentStrategy

?? Meet John Neff: The Contrarian Genius Who Revolutionized Value Investing! ?? ?? From a small-town boy in Wauseon, Ohio, to the legendary manager of the Vanguard Windsor Fund, John Neff’s journey is nothing short of inspirational. Graduating summa cum laude from the University of Toledo, Neff’s keen eye for undervalued stocks and his contrarian investment style turned $75 million into a staggering $13.6 billion over three decades! ?? ?? Why You Should Know Him: ?? Contrarian Investor: Neff thrived on going against the grain, buying stocks others overlooked. ?? Value Investing Pro: He focused on low P/E ratios and high dividend yields, ensuring solid returns. ?? Legacy of Success: Under his leadership, the Windsor Fund outperformed the S&P 500 by an average of 3.1% annually! ?? Do follow?@oneshadewiser?to start your investment journey #Investing?#Finance?#JohnNeff?#ValueInvesting?#ContrarianInvestor?#FinancialWisdom?#WealthBuilding

For the second year in a row Regent Peak Wealth Advisors was honored to sit alongside leading wealth advisors and RIAs at the Blackstone Forbes | Shook ON-THE-ROAD event at The Whitley this week. Our discussions revolved a lot around alternatives - in terms of what we might expect out of private credit and what that could mean for investors’ portfolios. We’re looking forward to sharing our insights with Regent Peak relationships! #wealthmanagement #financialplanning??

Does it matter when an investment fund undergoes a change of manager? One Four Nine Portfolio Management CIO Dr Bevan Blair spoke to @FT Adviser recently about the impact on an investment portfolio if an investment fund has a change of leadership: “The lead manager is responsible for the overall investment philosophy and process, but recognises that the team should be able to challenge and debate decisions within the framework of the investment process,” said Bevan Blair, chief investment officer at One Four Nine Portfolio Management. “Ultimately we like the lead manager to take responsibility for each decision themselves and not hide behind a committee. Bureaucracy can lead to over-diversification, reducing the probability of outperformance,” he added. Read the full story below. https://lnkd.in/eKmq-aPQ #DFM #MPS #CIP #PortfolioManagement #WealthManagement #FinancialPlanning #InvestmentStrategy

The multifaceted nature of R360 underscores the critical significance of comprehending our six forms of capital, encapsulated by the acronym FISHES. In this interview for CNBC, Barbara Goodstein draws a parallel between Berkshire Hathaway's investment strategy and that of R360. Our mission extends beyond mere financial gain; we are dedicated to fostering resilience within the families of our members, guiding them through the intricacies of generational wealth across all dimensions. The Rising Leaders program and our Legacy Films are some of the tools used to achieve these goals. #legacyplanning #generationalwealth

We are thrilled to share the exciting highlights of our recent progress with our joint venture partnership with Alderley Group. February was a month of remarkable achievements and promising developments, all of which demonstrate our unwavering commitment to excellence and growth. The dedicated team at Alderley Group has been hard at work, and we are delighted to announce that three projects are on the verge of completion. These milestones are not just a testament to Alderley Group’s dedication but also represent enticing investment opportunities brought to you by the combined expertise at Pinnacle and Alderley Group. In addition to these achievements, we have an enticing announcement in store—an upcoming acquisition that is set to elevate our portfolio to new heights. This addition promises not only to enrich our offerings but also to unlock thrilling avenues for our valued partners and investors. Stay tuned for this eagerly anticipated reveal! On the investment front, we are pleased to announce that Series 1 is nearing its conclusion. The overwhelming response to our investment offerings amid market uncertainties underscores the trust and confidence our investors have placed in us. With Series 2 on the horizon, we are excited to continue providing pathways for wealth growth and stability, even in challenging times. To discover more about our exceptional investment opportunities, we invite you to reach out to us today. You can call us on +44 (0) 207 183 4840, email: [email protected] or visit: https://lnkd.in/ezkrDqwK #responsibleinvestment #investments #financialprofessionals #wealthmanagement #ifas #socialhousing #investmentdistributor #alternativeinvestments #investmentgrowth #investmentincome #investmentopportunities