Private Equity

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Is there a threat to the market?
Youtube· 2025-10-17 21:15
Okay. >> No, we do skybridge. >> All right, folks.My next guest says, "Private equity and private credit have presented themselves as earnings excess." You know, like what they've been able to do, and you can see the 5-year return as being all skill, right. But he says, "Guess what? We we've discovered," he says, to put it politely, that that's horse manure. So, the question is, has their has their luck run out.I'm going to bring a simplified asset management portfolio manager and a chief strategist, Mike G ...
Europe's private equity giants tumble as U.S. bank lending fears spread
CNBC· 2025-10-17 14:19
Some of Europe's major private markets firms sold off on Friday as concerns over lending standards in U.S. markets swept across the Atlantic.London-listed ICG fell about 6%, while CVC Capital Partners, which is headquartered in Jersey, had lost about 5.4% by the afternoon. Swiss private markets firm Partners Group fell 4%, as Sweden's EQT was down 4%.The moves follow a widespread sell-off among U.S. regional banks this week, as fears grow over risky lending practices potentially spilling over from the priva ...
9月新增5家百亿元级私募,前三季度百亿元级私募整体收益近30%
Xin Hua Cai Jing· 2025-10-17 08:15
| 2025年前三季度自亿私募收益统计 | | | | | | --- | --- | --- | --- | --- | | | | 投资模式 私募数量 平均收益 正收益数量 | | 占比 | | 31.90% | 量化 38 | | 37 | 97. 37% | | 24. 56% | 主观 19 | | 19 | 100. 00% | | 21.32% | 主观+量化 5 | | 5 | 100.00% | | 28. 80% | 总计 62 | | 61 | 98. 39% | | 数据来源:私募排排网,截至 2025年9月30日 | | | | | 排排网集团旗下融智投资FOF基金经理李春瑜表示,前三季度,百亿元级量化私募业绩表现亮眼,背后 主要有三方面因素支撑。首先,市场风格与量化策略优势高度契合。今年以来,中小市值指数持续走 强,与量化模型擅长的中小盘选股和高频交易策略形成共振,为因子收益提供了丰富的来源。其次,量 新华财经上海10月17日电据私募排排网数据显示,截至2025年9月底,百亿私募数量增至96家,较8月底 的91家相比,数量上增加5家,其中首次新晋的百亿元级私募有3家,分别为正瀛资产 ...
The private equity veteran going all out on extreme weather bets
Digital Insurance· 2025-10-16 15:51
(Bloomberg) --Jay Koh, a private equity veteran and former Carlyle Group Inc. executive, says investors should be paying a lot more attention to the new economy forming around extreme weather.There's now "more certainty about that trajectory of risk and impact than about the direction of interest rates, inflation, tariffs," Koh said in an interview. The comments coincide with a report on Thursday led by sustainability advisory firm Systemiq, showing that the market for so-called adaptation and resilience ...
StepStone Real Estate Announces Program Size Increase of StepStone Real Estate Partners V to $5.3 Billion
Globenewswire· 2025-10-16 12:05
NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- StepStone Real Estate (“SRE”), the real estate arm of StepStone Group (NASDAQ: STEP), a global private markets investment firm, today announced that it has finalized the size of its StepStone Real Estate Partners V (“SREP V”) GP-led secondaries program, with total commitments of $5.3 billion. In April 2025, SRE announced it had closed $4.5 billion in total commitments for the program, which included a commingled fund of $3.77 billion and discretionary co-investmen ...
前三季度私募整体收益超20% 股票策略以30%收益领跑
Zheng Quan Shi Bao Wang· 2025-10-16 08:40
期货及衍生品策略和债券策略则相对平稳,平均收益率分别为10.72%和9.26%。 细分到股票策略旗下各子策略,量化多头策略表现尤为突出,在1276只基金产品中正收益占比 96.71%,平均收益率35.95%,跑赢主观多头32.57%的平均收益率水平。股票多空和股票市场中性策略 则以审慎见长,收益表现相对不及量化和主观多头,平均收益率分别为17.83%和8.07%。 随着今年以来A股市场的持续震荡攀升,私募市场交出了一份令人瞩目的成绩单。私募排排网数据显 示,截至2025年9月30日,前三季度全市场9363只私募基金整体表现强劲,正收益产品占比达91.48%, 平均收益率为25%,跑赢同期沪深300指数。 从五大策略整体表现来看,股票策略在五大策略中领跑。数据显示,股票策略下5976只基金中,5589只 实现正收益,正收益占比93.52%,平均收益率高达31.19%。 多资产策略紧随其后,在1191只基金产品中正收益占比90.01%,平均收益率18.92%;组合基金表现较 稳,在290只基金产品中正收益占比95.17%,为五大策略中最高,平均收益率15.93%。 期货及衍生品策略中,其他衍生品策略以15.84% ...
Papa John's shares rise as Apollo Global ups takeover bid
Proactiveinvestors NA· 2025-10-15 14:53
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
X @Bloomberg
Bloomberg· 2025-10-15 14:38
Blackstone is creating a new group focused on getting private equity and other higher-fee, more complex offerings into the retirement accounts of everyday investors https://t.co/iyhM0DpnTS ...
Lone Star Funds to Buy Hillenbrand for About $2.25 Billion
WSJ· 2025-10-15 13:08
Hillenbrand has agreed to be acquired by private-equity firm Lone Star Funds for about $2.25 billion. ...
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
All-In Podcast· 2025-10-15 09:00
With one of the best track records in private equity, >> Bravo manages 179 billion in assets, >> Bravo has grown at a blistering pace. Last year, the firm returned over $13 billion to investors. In 2019, Orlando became the first Puerto Rico born billionaire. Private equity firms, the good ones, definitely beat the public markets. We are in the business of turning great innovators into great businesses. >> Ladies and gentlemen, please welcome Toma Bravo's Orlando Bravo. [Music] [Applause] [Music] See you. Th ...