Manager strategy

Industry participants outline potential use cases, investment horizons, fee models and likely adopters of Hong Kong’s new listed trusts.

The firm posted its largest-ever monetisation quarter, with $848m of realised performance income across strategies and exit multiples as high as 20x.

Some fear GPs are at risk of overpromising and underdelivering on AI’s ability to drive topline growth.

Investors are keeping a close eye on AI, defence and liquidity dynamics but require managers to clearly distinguish their strategies from those available elsewhere, according to conversations at PEI Group's latest Investor Council gathering.

The $250m sought for Vertex Growth III would make it at least 40% smaller than its predecessor.

The Keystone strategy is expected to remain relevant across fundraising cycles, managing partner Ian Charles and partner Charlie Tingue tell PEI.

China’s private equity reset could yield a more disciplined opportunity set for LPs who retain conviction in the market.

In this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.

Political vagaries are throwing a spanner in the works for PE defence strategies; the €1.6 billion European behemoth that wants to co-invest with GPs; General Atlantic's new love.

Carlyle Defense and Reindustrialization Partners was registered in June.