Bow River Capital’s Post

Laura Elkin, AEW UK’s Head of Investment, joined a digital panel discussion organized by Winterflood Securities Investment Trusts and Asset TV UK, focusing on the recent trends in the commercial property markets.   “The commercial property market has reacted very swiftly to the recent pricing correction, which is welcomed by fund managers. That period has actually created a lot of opportunity for us for a value strategy to be buying. On the transaction side, volumes have increased in particular in the industrial market. In retail, we have certainly been driving some activity and we like to be counter-cyclical buys, so I’ve been finding opportunity there.”   Watch the full video here ⬇️   #RealEstate #Video #UK #CommercialPropertyMarket

The mid-cap and small-cap segments flew into turbulence this year on concerns of overheating. But how much of the market is actually overvalued? Find out in our analysis! What should you do? ➡️To know how to invest in mid- and small-cap funds, subscribe to the latest edition of Mutual Fund Insight: https://bit.ly/4byv6Yp

On this episode of The Exchange, hear from Pacer ETFs Sean OHara on the Pacer Industrial Real Estate ETF (NYSE Arca: INDS) and the pacer Data & Infrastructure Real Estate ETF (NYSE Arca: SRVR)! #HomeofETFs

If you missed the live webinar with Rajiv Bakshi and Brian Albert discussing key drivers of successful portfolio construction with co-investment funds, here's the replay. https://lnkd.in/eJwemWvV #PrivateEquity #CoInvestments

In a riveting video interview, I had the pleasure of delving into the journey of Resham Jain , not just a successful fund manager at DSP Mutual Fund but also a former teacher with a unique perspective on the market. Managing DSP Midcap Fund and DSP Smallcap Fund: Resham Jain, the driving force behind DSP Midcap Fund and DSP Smallcap Fund, shared his insights on navigating the challenges and opportunities in the mid and small-cap segments. His dual role underscores his expertise in identifying potential gems and steering the funds towards sustainable growth. Investment Philosophy and Strategy: During our conversation, Resham expounded on his investment philosophy and the strategies he employs in managing the funds. He emphasized the importance of a disciplined approach, long-term vision, and adaptability to market changes. Resham's commitment to these principles forms the bedrock of his success in the dynamic world of fund management. Stock Selection Demystified: Resham's Approach: One of the highlights of the interview was Resham shedding light on his stock selection process. He articulated how rigorous research and due diligence are integral to his decision-making. His emphasis on understanding the fundamentals of each company in the portfolio and assessing their growth potential resonates with his commitment to delivering value to investors. #InvestmentJourney #FundManagement #FinancialEducation #DSPMutualFund #ReshamJainInterview Here is the link of the interview: https://lnkd.in/dAWMRHf4

We held our fourth webinar for the year on Wednesday, 25th October, where we provided an update on the Ellerston JAADE Private Assets Fund.   We were delighted to see so many interested clients and guests dialling in to hear from Patrick Malcolm, our Senior Partner and our special guest David Leslie, Portfolio Manager, Ellerston JAADE Private Assets Fund.   Patrick and David discussed private asset investing and provided an update on the Ellerston JAADE Private Assets Fund portfolio.   Thank you to David for his assistance with this webinar. It is greatly appreciated.   Click to view the webinar https://lnkd.in/g5EXquD2 #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

This is how we perform at CapMan Wealth. Data is honest, we pick only the best and allocate - based on performance. Only. #capman #capmanwealth #investmentmanagement #portfoliomanagement #allocation ’At CapMan Wealth, our manager selection is always unbiased. No kick-backs, sales agreements or other BS —just the best managers to build efficient asset allocations for our clients’