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🚨 All-In Summit Speaker Announcement: Orlando Bravo
All-In Podcast· 2025-07-30 18:03
With one of the best track records in private equity, >> Bravo manages 179 billion in assets. >> Toma Bravo has grown at a blistering pace. Last year, the firm returned over 13 billion to investors.>> Tommo Bravo has been ranked as the best performing private equity firm of the world. >> Orlando Bravo, the co-founder of Tomo Bravo. >> Private equity firms, the good ones, definitely beat the public markets.In 2019, Orlando became the first Puerto Rico born billionaire. >> We are in the business of turning gr ...
X @The Wall Street Journal
Private-equity firms are eager to break into the 401(k) market, but it could force firms to reduce their fees https://t.co/mY5VTdcJpO? ...
Aspen Aerogels: Still Cheap Despite +32% Over The Last Month
Seeking Alpha· 2025-07-29 12:27
MMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather insights from investor calls, presentations, financials, news and form an opinion on the stock looking mainly at a 3-5 year time horizon. Oliver is passionate about investing and understands that even 1 or 2 investments ca ...
X @The Wall Street Journal
A lone shooter killed four people, including a police officer, inside a Manhattan building that houses private-equity firm Blackstone’s midtown office and the NFL headquarters https://t.co/RIsUrKG3lj ...
Shots Fired at New York City Building Housing Blackstone and NFL Offices | WSJ News
WSJ News· 2025-07-29 00:54
A lone shooter fired shots inside the Manhattan building that houses private-equity firm Blackstone’s midtown office and other high-profile businesses. Photo: John Lamparski/AFP/Getty Images ...
Hark Capital provides $65 million facility to portfolio companies managed by WM Partners
GlobeNewswire News Room· 2025-07-28 20:30
NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Hark Capital, through its managed funds, has announced the closing of a $65 million financing arrangement with portfolio companies managed by WM Partners, a middle-market private equity sponsor focused on buyout investments in the health and wellness sector. Proceeds of the facility were used to refinance operating company debt and provide strategic growth capital for certain portfolio companies owned by the second vintage of WM Partners managed funds. “We are ple ...
AMG and Montefiore Investment Announce Partnership
Globenewswire· 2025-07-28 11:00
WEST PALM BEACH, Fla. and PARIS, July 28, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Montefiore Investment ("Montefiore"), a leading middle-market private equity firm in France and southern Europe. Under the terms of the transaction, Montefiore's management will retain a substantial majority of the firm's equity, continue to lead the org ...
X @Bloomberg
Bloomberg· 2025-07-28 10:54
Carlyle CEO Harvey Schwartz elevated three lieutenants to co-presidents, cementing his inner circle as he remakes the private equity firm https://t.co/og0mFHmWqb ...
年内证券类私募持续出清:主动“弃权”占比提升,准入门槛依然高企
news flash· 2025-07-25 08:57
今年以来证券类私募继续动态出清。数据显示,截至6月底,存续的证券类私募管理人一共有7761家, 相较于去年年底时的8000家,累计减少239家。注销数量的居高不下是证券类私募管理人总数持续减少 的重要原因所在。从注销类型上看,今年以来选择主动注销的证券类私募管理人为178家,占比高达 59.33%,而去年同期主动注销的证券类私募管理人为133家,占比44.04%。北京大道兴业私募基金负责 人黄华艳表示,私募新规约束下产品规模不到500万元不能新增投资者,需要注销。证券私募经过市场 洗礼,监管套利空间小,经营成本陡增,加上二八现象,8成私募规模在1亿元以下,未达到盈亏平衡 点,难以抵御市场风险,多重因素结合,私募选择主动弃权成本最低。(界面) ...
百亿私募换血!微观博易、蒙玺投资、千衍投资晋级,合远、一村等出局
Xin Lang Zheng Quan· 2025-07-24 11:11
Core Insights - The private equity industry in China is undergoing a significant restructuring, with the number of newly registered private funds reaching 1,540 in June 2025, and the total assets under management surpassing 20.26 trillion yuan, marking a historical peak [1][8]. Group 1: Quantitative Institutions - New quantitative institutions are emerging with distinct technological characteristics, such as Micro博易, which focuses on low-latency algorithmic trading and manages approximately 6 billion yuan [2]. - 蒙玺投资, established in 2016, has developed a multi-market quantitative platform and has surpassed the 10 billion yuan mark in assets under management [2]. - 千衍投资 has gained traction with its mid-to-low frequency quantitative strategies, leveraging a team with experience from notable firms [2]. Group 2: Subjective Strategy Institutions - The subjective strategy segment is experiencing a noticeable contraction, with firms like 合远私募 facing performance-related challenges leading to a decline in scale [3]. - 一村投资, now known as "上海承壹私募," has also dropped out of the 10 billion yuan club due to frequent changes in ownership and instability in strategy [3]. - Other firms, including 半夏投资 and 远信投资, have temporarily fallen behind due to regulatory and market adjustments [3]. Group 3: Performance Differentiation - As of June 2025, quantitative private equity firms have a median return of 28.74% over the past three years, while subjective firms have a mean return of 34.86%, indicating a performance gap [4]. - The current market environment, characterized by increased stock volatility and a preference for small-cap stocks, provides ample trading opportunities for quantitative strategies [4]. Group 4: Technological Barriers - Leading quantitative firms are establishing three major technological barriers: depth of data mining, AI iteration capabilities, and system response speed [5]. - Firms like 天演资本 leverage academic resources to build unique factor libraries, while 蒙玺投资 focuses on AI-enabled strategy development [5]. Group 5: Market Trends and Policy Support - The issuance market is recovering, with new private fund registrations totaling 500.57 billion yuan in June 2025, driven by increased trading activity in the A-share market and declining risk-free interest rates [8]. - Policy support has also been a key driver, with recent initiatives encouraging insurance capital to invest in private equity funds [8]. Group 6: Future Outlook - The industry is witnessing a "Matthew Effect," where leading firms gain more advantages, while three major changes are emerging: shorter strategy lifecycles, a shift towards hybrid strategies, and an increasing demand for global asset allocation [9]. - The dynamics of billion-yuan private equity firms reflect the industry's ecological changes, with quantitative firms capitalizing on market volatility while subjective firms need to balance deep value and growth sectors [9].