Cathie Wood 旗下 ARK 风投基金（ARK Venture Fund） 已入股资产代币化公司 Securitize，投资金额约 1000 万美元，占基金资产约 3.25%，为其第八大持仓。Securitize 是 BlackRock 及 Hamilton Lane 支持的 代币化平台，已发行超 46 亿美元 代币化资产，并运营贝莱德旗下的 BUIDL 美元数字流动性基金（资 产规模约 28 亿美元）。（CoinDesk） 来源：市场资讯 （来源：吴说） ...

Hamilton Lane (HLNE) has been beaten down lately with too much selling pressure. While the stock has lost 10.4% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of p ...

HLGVG is the latest addition to Hamilton Lane's broader $13 billion+ AUMÂ Evergreen Platform. Accessibility StatementSkip Navigation LONDON, Oct. 1, 2025 /PRNewswire/ -- Leading private markets investment firm Hamilton Lane (Nasdaq: HLNE) today announced the launch of the Hamilton Lane Global Venture Capital and Growth Fund ("HLGVG" or "the Fund"), an evergreen investment vehicle focused on growth and venture opportunities in the private markets. The Fund is available to certain individual investors and the ...

A downtrend has been apparent in Hamilton Lane (HLNE) lately. While the stock has lost 6.3% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the ...

Core Insights - PAX Health, a prominent player in the behavioral healthcare sector, has announced its acquisition of Neuropsychology and Counseling Associates, expanding its service offerings in New Jersey [1] Company Summary - PAX Health is backed by HCAP Partners and funds managed by Hamilton Lane, indicating strong financial support and investment in the behavioral healthcare industry [1] - The acquisition targets a comprehensive outpatient mental health practice that serves a diverse demographic, including children, adolescents, adults, and families [1] Industry Context - The acquisition reflects a growing trend in the behavioral healthcare industry towards consolidation, aiming to enhance service delivery and accessibility for mental health services [1]

Core Viewpoint - Goldman Sachs upgraded Hamilton Lane Inc. to Neutral from Sell, citing its growing presence in the retail wealth channel and improved fee growth prospects, despite concerns about limited valuation upside [1][2]. Group 1: Financial Performance and Projections - Goldman Sachs raised its 12-month price forecast for Hamilton Lane to $162, with expectations that evergreen and private wealth strategies will account for over 50% of management fees by 2027, and wealth-related fees projected to grow at a 51% CAGR from 2025 to 2027 [2]. - The company's NAV is expected to reach approximately $31 billion by 2027, driven by stable demand for private market funds and new product launches [2]. - Fee-related performance revenues from U.S. evergreen vehicles, particularly the Private Assets Fund, are anticipated to contribute more significantly, leading to a margin expansion of about 300 basis points from 2024 to 2027 [3]. - Hamilton Lane's earnings per share are estimated to grow nearly 20% annually through 2027, with shares trading at about 25 times estimated 2026 earnings, aligning with peers [4][6]. Group 2: Recent Earnings and Market Reaction - In August, Hamilton Lane reported first-quarter earnings of $1.31 per share, surpassing analyst expectations of $0.97, although this represented a 13% decline from $1.51 a year earlier [5]. - The company's revenue for the quarter was $175.96 million, exceeding the consensus estimate of $168.56 million, but down 11% from $196.73 million in the same quarter the previous year [5]. - The implied PEG ratio of 1.3 is slightly above the sector average, indicating that much of the anticipated growth is already reflected in the stock price, leaving limited room for multiple expansion [6]. - As of the latest check, HLNE shares were trading up by 3.73% to $151.58 [6].

Group 1 - Shares of Croda International Plc increased by 4.7% on Thursday, representing the company's strongest daily gain since April 23 [1] - The surge in share price followed a filing that disclosed information regarding Standard Latitude M [1]

Core Insights - Hamilton Lane has launched the Hamilton Lane Global Private Secondary Fund (HLGPS), an evergreen investment vehicle focused on the secondary market, which has already secured over $365 million in assets under management, nearly doubling its launch target size [1][2][6] Fund Strategy - HLGPS aims to provide long-term capital appreciation by building a diversified portfolio of secondary investments, focusing on high-quality middle market buyout funds and assets with significant near-term distribution potential [2][4] - The fund offers access to a variety of private market investments diversified across strategies, industries, vintages, and geography, with quarterly limited liquidity [2] Market Context - The secondary market is recognized as one of the fastest-growing strategies in private markets, with increasing demand for evergreen funds globally [4] - Secondary investments typically offer benefits such as diversification, J-curve mitigation, knowledge of underlying assets, increased pace of capital deployment, and value through discounts compared to primary investments [3] Company Background - Hamilton Lane is one of the largest private markets investment firms globally, with approximately $986 billion in assets under management and supervision, including nearly $141 billion in discretionary assets as of June 30, 2025 [5] - The firm has over 30 years of experience in private markets investing and employs around 750 professionals across various regions [5]

Core Insights - Flexential has secured approximately $1 billion in capital investment to enhance its data center development and meet rising demand from enterprise and AI customers [1][2][4] Group 1: Investment Details - The investment includes contributions from an oversubscribed continuation vehicle and GI Data Infrastructure, allowing existing limited partners to receive liquidity while providing Flexential with additional equity [1][2] - This funding will accelerate the development of next-generation data centers and strengthen Flexential's high-density colocation presence across the United States [2][4] Group 2: Market Position and Strategy - Flexential is recognized for its leadership in the data center market, supporting latency-sensitive enterprise, AI, and cloud workloads for a diverse base of blue-chip customers [3][4] - The company is addressing challenges such as low vacancy rates and high data center pricing by expanding its facilities and capabilities, including the FlexAnywhere® platform [4][5] Group 3: Future Growth and Operations - The new capital will enable Flexential to accelerate site acquisition, guarantee power commitments, and expedite project timelines, particularly in capacity-constrained markets [6] - Flexential's strategy is focused on delivering scalable, reliable, and interconnected services to meet the complex needs of organizations across the country [4][6]

Core Insights - The article does not provide specific company or industry insights, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the analyst in any mentioned companies [1] - The article expresses personal opinions and is not compensated beyond Seeking Alpha [1] - The views may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [2]