H.I.G. Capital的动态

Staying invested enables investors to tap into opportunities created by disconnects in the market. Steve Bélisle, senior portfolio manager with our fundamental equity team, explains. Learn more. https://bit.ly/3zQ9Wak #InvestmentStrategy #MarketOpportunities #StayInvested

Staying invested enables investors to tap into opportunities created by disconnects in the market. Steve Bélisle, senior portfolio manager with our fundamental equity team, explains. Learn more. https://bit.ly/3zQ9Wak #InvestmentStrategy #MarketOpportunities #StayInvested

Lots of interesting data in the 2023 Annual Report of the SEC's Office of the Advocate for Business Capital Formation. Among other things: * Medial equity dilution by round: Angel - 9.3%; Seed - 18.6%; Series A - 14.6%; Other rounds - 34%; Employee Pool - 12.6% * Micro Funds (under $50M) represent 48% of all funds, but 4% of all fund capital * 506(b) offerings - $2.7T; 506(c) offerings - $169B. Funds (not operating companies) dominate Reg D offerings * Capital for VC funds (both number of funds and amounts raised) at a 6-year low * Approximately 61% of existing dry powder in funds with over $500M in commitments. * Prior to 2023, the ratio of emerging funds to established funds was 2:1. Now 1:1. LPs predominantly look to emerging managers for niche strategies or outsized return profiles. #venturecapital #venturefunding #privatefunds #privateequity #investmentmanagement #privateinvestment

?? Building Your Client a More Resilient Portfolio? Evergreen Private Market Funds Might Be the Missing Piece. ?? Just like evergreen trees keep their leaves year-round, evergreen private market funds are always open to new investments and withdrawals — this sets them apart from traditional private equity funds, which typically have had fixed terms and limited windows for investing or withdrawing. In their Investments & Wealth Monitor article, “The Future of Alternatives Is Evergreen” (March/April 2024) ??, authors Nick Veronis (Managing Partner & Co-Founder at iCapital Network, Inc.) and Stephanie Davis (Managing Director, Co-Head U.S. Private Wealth Solutions at Hamilton Lane) describe the sometimes-rocky evolution of these funds over the past 10 to 15 years. Their conclusion? A new, fundamental shift is underway. Major investment firms like Apollo Global Management, Inc., Blackstone, and KKR are offering evergreen funds — designed to be competitively priced and quickly deploy capital, providing immediate exposure to private investments. And, in an iCapital 2023 Financial Advisor Survey, 95 percent of participating U.S. financial advisors said they plan to maintain or increase allocations to alternative investments in 2024. ?? Read more below about these industry-wide shifts. ?? #EvergreenFunds #PrivateEquity #AlternativeInvestments #WealthManagement #FinancialAdvisors #PrivateMarkets #InvestmentsandWealthInstitute

VRS Teams #equities #equityresearch based in Luxembourg, Athens and Toronto continue to generate unabated interaction with asset managers globally through distribution of selective equity research and investment ideas to S&P Capital IQ platform. S&P Capital IQ is an integrated market intelligence platform designed to meet the dynamic and evolving needs of financial institutions and corporations across the world.???

Our take on what the next era of private capital will look like. Based on our extensive experience across the private markets ecosystem, serving general partners (GPs), institutional investors, private-wealth intermediaries, and traditional asset managers, we believe firms in the next decade will need to leverage what we call the “five alphas” to outperform. Excelling against two or three alphas while meeting a (high) minimum acceptable standard on the rest can create a path to strong returns, growth, and profitability in these changing times.

As private capital grows and becomes increasingly important, we help you keep one step ahead. We have been at the forefront for private asset teams for 40 years, providing the data and transparency needed to make confident decisions and build better private capital portfolios. (as of Jan 1, 2024) Find your edge in private capital investing: https://ms.spr.ly/6042i2GMo #privatecapitalsolutions #givingyoutheedge #privateassets #portfolio #claritydrivesaction

Discover the potential in private equity with Neuberger Berman Equity Partners (NBPE)! ?? Learn how this misunderstood sector offers unique investment opportunities. For patient long-term investors, now might be a great time to buy. Read more from Mark Dampier: https://lnkd.in/grKNEJep

Buy-and-hold is a long-term wealth management strategy in which investors buy assets and keep them in the portfolio for an extended period. The approach is particularly relevant for investors who integrate private market assets (e.g., private equity, venture capital, or real estate) into their portfolios. In effect, the buy-and-hold strategy is a pathway to long-term portfolio value growth. It is well-suited for investors who can prioritize long-term gains over immediate liquidity. By holding less liquid private market assets, investors can mute the impacts of market fluctuations and allow assets to appreciate in value. Join us tomorrow for an educational webinar with private market authorities Mark Flickinger and Phil Davidson. They will share their insights on how private market investments, alternatives, and evergreen funds support a buy-and-hold strategy. ?? Tuesday, August 13th at 11:00 a.m. EST ?? Register: https://buff.ly/4fprxWz #PrivateEquity #VentureCapital #WealthManagement #LongTermGrowth #InvestmentStrategy #HNWI #EvergreenFunds #PrivateMarkets #FinancialPlanning #AlternativeInvestments

For decades, Private Equity (PE) has exclusively served institutional investors. As this asset class becomes more accessible to a wider range of investors, our CIO Insight report, “Investing in Private Equity,”?delves into the workings of PE and provides a broad guide for evaluating?managers within it." ? #AljaziraCapital? #CIO_office_insights? #investorawareness #privateequity #PE? #alternativeinvestments #investmentstrategy