Tikehau Capital related stories
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Boka targets $300m for third defence fundThe firm started raising the strategy in Q2 and aims to reach final close by Q1 next year as more funds emerge in this space, Private Equity International has learned.
What LPs are looking for in defence-related PE strategiesIn this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.
PEI 300: The shifts that are changing EuropeMega-funds, market bifurcation and a resurgent investor base are reshaping the continent’s private equity landscape.
HK’s Gaw eyes Gulf ‘retrenching’ with new growth fundGulf capital that was previously earmarked for the US or Europe could be redirected towards home countries, Andrei Rotaru, head of Middle East private equity, tells PEI.
Side Letter: TPA pushbackIn today's edition, Why the total portfolio approach isn't for all LPs; Tikehau doubles its annual realisations; A report says LPs are increasingly worried about valuation-related conflicts.
Side Letter: Playing defenceIn today's edition, LPs are seeking reassurances over defence exits; ChatGPT creator OpenAI says GPs are among its busiest users; A European buyout shop hits its hard-cap.
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.
Tikehau Capital on mapping growth in the secondaries marketPrivate debt secondaries are following in the footsteps of private equity secondaries, but with some key differences in terms of what it takes to generate alpha, says Tikehau Capital’s Pierpaolo Casamento.
Tikehau Capital: From institutional to individual investorsTo adapt their processes and practices for the incoming wave of individual investors, GPs will need a patient approach to change, Tikehau Capital’s Margaux Buridant and Christian Rouquerol argue.
Private capital’s role in the fight against climate changeAs the all-important 2030 deadline to limit global warming looms, are private markets on track to help meet the world’s critical climate needs?