Alec Perkins’ Post

The rise of GP stakes investing- this practice of GP stakes is an investment strategy that involves buying a minority stake in asset managers or general partner/management companies. This strategy gives investors exposure to the asset manager's potential for growth and future earnings. Check out EisnerAmper’s Trends Watch featuring insights on this topic.  #financialservices #assetmanagement #privateequity #venturecapital

Los Angeles (June 24, 2024) – Quincy Cass Investment Management announces the launch of their new Focused Equity Strategy. The Quincy Cass Focused Equity Strategy (the “Strategy”) will leverage the extensive experience of portfolio managers Mark Minichiello, CEO and Deanna M Adams, CFA, CIO, who together bring over 50 years of combined investment experience. Launching in July 2024, the strategy will expand QCA’s suite of investment solutions and will cater to the evolving needs of both their existing and new high net worth clients as well as their expanding institutional base. This latest Strategy will be the fourth in Quincy Cass’s line-up of actively managed offerings and is intended to replicate hedge funds in terms of performance and investment style including holding concentrated positions. However, the Strategy will present investors with certain specific and unique advantages including:  * Unrestricted Liquidity and Full Transparency: Clients retain full access to their investments and receive comprehensive monthly statements for simplified tax reporting (1099).  * No Lock-Up Periods or Performance Fees.  * Custodial Flexibility: Choice of either Fidelity or Schwab for custodial services. Client funds will be managed by QCA Capital, an SEC registered investment adviser. The Strategy is designed for accredited investors with an aggressive risk profile coupled with a long-term investment horizon. The minimum initial investment is $1,000,000 and the strategy will be closed to new investors once it reaches $1 billion under management. The strategy may exhibit market volatility and high portfolio turnover with limited tax optimization considerations. “The Focused Equity Strategy seeks to build upon Quincy Cass’s unwavering commitment to identify industry leaders by investing concentrated positions in the chosen companies. Our team will leverage its deep research capability and focus on identifying companies with a clear competitive edge and robust business models positioned for exceptional growth,” says Ms. Adams. A complete detail of Quincy Cass’s 102-year history and services offered can be at www.quincycass.com #quincycass #investmentmanagement

🎯 Part 2: Selecting the Right Manager Your portfolio’s success hinges on choosing the right fund manager. In part two of our series, we explore the key factors that separate top-performing managers from the rest and how they can drive sustainable growth in your investments. 📖 Learn more now! loom.ly/YkIXuPY #PrivateEquity #ManagerSelection #VentureCapital #InvestmentStrategy #GrowthInvesting

EisnerAmper talks with Lincoln Archibald, Managing Partner & Chief Investment Officer at Fund Launch Partners, about the outlook for GP stakes private equity fund investing. Lincoln shares insights on how GP stakes offer investors stable, recession-proof income from management fees while also providing benefits from fund performance. Continue reading here: https://okt.to/9UMgAW #PrivateEquity #GPStakes #Investment #FundManagement #AlternativeInvestments

Why do we at KKR believe an evergreen vehicle can be an important tool in #privateequity asset allocation? Alisa Wood, Paula Campbell Roberts and I share our perspectives on the benefits of these structures in our latest piece on private equity investing. I hope you’ll give it a read: https://go.kkr.com/44VCxpJ

LISC would not be able to make the intensive investments we make, or have the same impact in communities and people’s lives, without the partnership of our affiliates—including LISC Strategic Investments (SI) and LISC Fund Management, integral parts of our fund management portfolio. SI’s just-published annual report is a testament to the power and energy of impact investing, and how mission-driven investors, with the right support, can make a huge difference in increasing the stock of our nation’s quality, affordable housing, nurturing small business growth and advancing all the other features of healthy, equitable communities. Just a few of SI’s 2023 benchmarks: $867 million in capital administered, $693 million committed, an amazing $4.4 billion in total development costs leveraged and the creation of more than 15,000 units of affordable housing in places including Charlotte, Detroit and Dallas. Check out the report to learn more about SI’s work, and hear some of the moving stories about the people impacted by these investments: https://lnkd.in/eXUBr63f

Learn how forward-thinking investment firms like T. Rowe Price use technology to centralize and scale their model portfolio management and compete in a rapidly growing market. #modelportfolios #mps #wealthmanagement #RIAS #investmenttechnology

Magellan Financial Group has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management. https://lnkd.in/ec7wpsPE

Article by Blue Owl Capital discusses the nuances of GP Stakes investing • The article discusses the similarities GP Stakes has to traditional forms of alternative investments and how these shared characteristics offer investors a differentiated return profile that is challenging to replicate in any other single investment • The article also delves into the life cycle of a typical GP Stakes fund and how management fees should scale through the process #GPStakesNews #GPStakes Michael Rees Cara Griffiths Never miss a post: GPStakesNews.com

DT Investment Partners, LLC, a Chadds Ford-based wealth management firm, has transitioned to a 100 percent employee-owned structure and introduced a new branding strategy focused on asset allocation and customized investment solutions.