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Investors pivot to defence: Story of the YearEuropean governments have sharply ramped up defence budgets this year, leading to LPs and GPs alike undergoing a mass sentiment shift in favour of the sector.
How Finland’s state pension is scoping out GPs for defence investment'We are expecting some private equity managers to be investing in this area and we have been scanning their ESG policies,' says SPFF chief executive Timo Löyttyniemi.
Private equity returns to the front line on defenceEuropean investors’ mass pivot towards the defence sector has huge potential implications for private capital. Will the flow of money match the shift in sentiment?
Germany's Marondo adds defence focus in new fundraiseMarondo Capital is targeting €250m for its second fund, which will invest in dual-use defence and critical infrastructure, PEI has learned.
Denmark’s PenSam and Finnish state pension seek GPs for defence exposureA GP needs specialist knowledge to find the best opportunities in the defence sector, says Claus Jørgensen, chief investment officer at Denmark's PenSam.
Carlyle AlpInvest: Europe's military industrial build-out to spawn 'interesting opportunities'No SMA clients have yet sought to alter their exclusion lists in response to Europe’s defence opportunity, global head Ruulke Bagijn and global head of primaries Wendy Zhu tell PEI.
Side Letter: 'Big, beautiful' opportunities?The Trump administration's budget bill could further catalyse interest in defence opportunities and AI. Plus: a mixed outlook for emerging VC managers; and NYCERS doubles down on climate investing. Here's today's brief, for our valued subscribers only.
Triton CEO: I’m big on apologising when you make mistakesPeder Prahl, the private equity firm's founder, speaks to PEI about the firm's culture, investment style and learnings from a recently concluded independent business advisory assessment.
Families, consultants seen investing early in defence amid challengesWith capital flows into defence assets tipped to grow as politicians make the case for backing the sector, questions remain over the ethics of – and expertise around – doing so.
Side Letter: Who can dabble in defence?It's Juneteenth in the US, so today's is a slightly truncated Side Letter. We examine why private wealth can complicate the industry's push into defence. Here's today's brief, for our valued subscribers only.