Goodwin’s Post

“The team’s focus is on quality UK businesses and it is prepared to hold large positions of favoured businesses. M&A has been a material catalyst of returns for the fund in recent years.” 💬   Hawksmoor Investment Management’s Daniel Lockyer and Fairview Investing's Gavin Haynes highlight Gresham House UK Multi Cap Income fund and Downing Fund Managers' Simon Evan-Cook notes Gresham House UK Smaller Companies fund in the funds they think are set to benefit from M&A activity in an article for Trustnet. The team apply a #privateequity approach to #publicmarket investing and focus on holding large positions in their favoured quality UK businesses, backed by a strong private equity team and external network. Ken Wotton Brendan Gulston Cassie Herlihy David Bickerstaffe George Karidis https://lnkd.in/eYvS8TN7 #ukequities #uksmallers | Capital at risk. Not an investment recommendation.

#FundManagerNews 🗞Jonathan Platt, head of fixed income for Royal London, is set to retire at the end of 2024. Head of Private Assets, Will Nicoll, will also assume Platt’s duties at the end of the year after working alongside him throughout the transitionary period. Read further 👉https://lnkd.in/ek8q8E_D If this affects you and you’d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please call us on 01420 83517 or email [email protected] #fundmanagement#investments#investing

Reach Capital | Private Assets Advisor’s William Barrett, CAIA shared his predictions for private equity deals, fundraising, and performance in 2024, in an interview with Preqin’s Grant Murgatroyd. William discusses the drivers behind the growing dissonance between large funds and those below the billion-dollar size cap, such as a more diversified LP base and larger budgets for placement agents and external advisors. On the infrastructure side, William explains why, despite a slow 2023, we expect the market to begin to pick up again in the next 12 months. Given our extensive experience across private equity, credit, and infrastructure markets, we enjoyed sharing a snapshot of our bet for next year. With the challenging fundraising market set to continue, we believe it is the ideal time for asset managers to make the most of external advisors and take every step possible to reach and exceed their fund targets. Please send us a message if you’d like to hear more about what we expect to see in the coming year – we’d love to hear from you. Check out the full article here: https://lnkd.in/e6VCWjTK #privateequity #placementagent #preqin #advisory 

We were pleased to see both WS Gresham House UK Smaller Companies fund and WS Gresham House UK Multi Cap Income fund in Trustnet’s list of the most bought UK funds in 2023 🚀 The funds managed by Ken Wotton, Brendan Gulston and team, look to unlock value in the UK #smallcap space by applying a #privateequity approach to public markets. https://lnkd.in/e9Au5d-V #ukequities | Capital at risk. Not an investment recommendation. Portfolio investments in smaller companies typically involve a higher degree of risk.

I want to share some thoughts about our recent success in transitioning many of our deals out of short-term and into long-term debt. This has really allowed us to focus on the future and not constantly put out fires. It’s also helped enhance cash flow and create overall health through our properties. To stay up to date with Lone Star Capital’s latest investment opportunities, newsletters, and more, sign-up for our investor list at the link below. #realestateinvesting #lonestarcapital

I invested $1M of my own money before raising a dime from investors. Here’s why: I knew I would make mistakes I wanted to make them all with my capital first Mistakes like: - choosing the wrong contractor - underestimating Reno costs - not reading inspection reports thoroughly The first 2 deals were tuition Still ended up with great returns on exit Should the returns have been higher? Sure. Should have made $100k more than I did I wouldn’t change a thing Preserving Investor Capital is so important to me Once I had these big lessons out of the way, I chose to create a system to allow others to invest in our projects Today, our growing investor group appreciates this They are partnering with an operator that has been through the tough times What’s the hardest lesson you’ve learned in real estate?

I regularly ask people for $50,000 or more.   They willingly give it to me.   I syndicate real estate deals, and these people are my investors.   Real estate syndications pool money from multiple investors to collectively invest in a real estate project, allowing them to participate in larger and potentially more lucrative real estate deals that might be beyond their individual financial capacity.   I raise capital by earning their trust and solving their problems.   "Trust is like a vase. Once it's broken, though you can fix it, the vase will never be the same again." (Walter Anderson)   The lessons I learned in my 20 years managing private investments for ultra-high-net-worth clients ensure I never lose my investors’ trust. Which of these lessons resonates with you the most? #multifamilyrealestate #passiveinvesting #realestate #investmentmanagement

At the halfway point in 2024, there are 24 announced M&A transactions in the UK Investment sector (each with an estimated value of £5M or more), showing a sharp drop in activity from the previous three years. The deal count in Q1 this year was substantially below the level reached in Q4 2023 and, similarly, Q2 of this year was less than half of Q1, so the trend is seemingly pointing downwards. Read more about M&A activity in the UK within the investment sector and the outlook for multiples in MarshBerry’s M&A Investment Sector – First Half 2024 Results. https://hubs.ly/Q02H510F0 #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #MarketIntelligence #InvestmentBanking #InvestmentSector #Wealth #PrivateEquity

Marlborough hires abrdn's James Athey as co-manager of bond fund duo. Marlborough has hired abrdn's investment director James Athey as co-manager on two of its bond funds. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/3WEpHKD #investing #assetmanagement #wealthmanagement #finance