Investing Private Equity


  • Market correction coming: Blackstone Tuesday, 17 Nov 2015 | 8:07 AM ET
    Market correction coming: Blackstone

    The markets are fully valued here, says Tony James, Blackstone president & COO, discussing where he sees the markets headed. Also David Calhoun, Blackstone head of private equity, weighs in on the pulse of the private equity market.

  • A filing with the U.S. Securities and Exchange Commission released on Monday showed that Adage Capital Partners held 8.5 million Apple shares on Sept. 30, down 4 percent from June 30. Other filings showed that Appaloosa Management held 1.3 million Apple shares as of Sept. 30, down from 2.5 million shares on June 30; that Bridgewater Associates held 274,852 Apple...

  • Private equity still an attractive place: Pro Friday, 13 Nov 2015 | 6:41 AM ET
    Private equity still an attractive place: Pro

    Craig Bondy, GTCR managing director, discusses his strategy to sell into the rally, and weighs in on the evolving private equity landscape. Also Bondy shares his thoughts on "shakiness" in the high-yield bond market.

  • HSBC: We're cautious on India Tuesday, 10 Nov 2015 | 7:24 PM ET
    HSBC: We're cautious on India

    Herald van der Linde, head of equity strategy for Asia Pacific at HSBC, says Chinese markets are a better bet, as reforms in India have hit a snag.

  • *More shutdowns likely after Liongate Capital closure. The downturn in the fund of hedge funds industry started in the 2008, at the height of the crisis, with outflows of $40.9 billion, increasing to $118.4 billion the year after, Hedge Fund Research data showed. Since then, the high-profile collapse of London- based Liongate Capital, which shut this quarter...

  • Which sectors should investors look at in China? Monday, 9 Nov 2015 | 12:08 AM ET
    Which sectors should investors look at in China?

    Jason Low, equity strategist at DBS Private Bank, thinks investors should look the banks, which are are trading at five times P/E multiples and offering 6-7% dividend yields.

  • LONDON/ NEW YORK, Nov 6- Leading European hedge fund firm Brevan Howard has cut around 50 support staff across its global operations, a source familiar with the matter on Friday said, as part of a plan to focus on its flagship macro-economic funds business. In a statement issued by the company, Brevan, which has offices in several global financial centres including...

  • Market sentiment in China is improving: Pro Friday, 6 Nov 2015 | 12:18 AM ET
    Market sentiment in China is improving: Pro

    Azra Lau, director and head of ETF at GF International Investment Management, outlines the factors that have been buoying market sentiment in China.

  • Don't cheer the stock rally in Asia just yet Thursday, 5 Nov 2015 | 8:13 PM ET
    Don't cheer the stock rally in Asia just yet

    Willie Chan, Asia Regional strategist at Kim Eng Securities, says Asian stock markets such as China are seeing a technical rebound after steep losses earlier this year.

  • This is where Bain Capital is laying its Asia chips Wednesday, 4 Nov 2015 | 7:20 PM ET

    Private equity giant Bain Capital has turned its sights on Asia, leveraging its experience in consumer and payment businesses.

  • Low, stable oil prices are a tailwind: Bain Capital Tuesday, 3 Nov 2015 | 10:44 PM ET
    Low, stable oil prices are a tailwind: Bain Capital

    From a global macro perspective, low energy prices are good for growth in businesses, says Steve Pagliuca, managing director at Bain Capital.

  • NEW YORK, Nov 3- Just before Bill Ackman gave a presentation on Friday to defend one of his biggest investments, Valeant Pharmaceuticals, from allegations of accounting and insurance fraud, he was taunted by John Hempton, who runs a small hedge fund from Australia. For Ackman's Pershing Square Capital Management hedge fund that is a scary thought.

  • BOSTON, Nov 2- Daniel Loeb's Third Point hedge fund now holds more bets on stock price declines than gains, the billionaire told investors in a letter seen by Reuters on Monday, making him one of the first hedge fund managers to outline a new strategy following a turbulent third quarter. The biggest losers during the quarter include SunEdison, Dow Chemical Co.,...

  • Are hedge funds still in demand? Thursday, 29 Oct 2015 | 8:31 PM ET
    Are hedge funds still in demand?

    Losses due to crowded trade in long/short equities and investor activism hasn't put investors off, says Bill Ferri, global head of hedge fund solutions at UBS Asset Management.

  • Quant-loving Canadian pension fund backs new hedge fund Wednesday, 28 Oct 2015 | 12:19 PM ET

    New York- based Engineers Gate was formed in early 2014 by Glenn Dubin, who co-founded Highbridge Capital Management, a hedge fund and private equity manager that was sold to JPMorgan Chase& Co. Dubin holds a majority stake in Engineers Gate and is chairman, according to filings with U.S. regulators. The firm's investments are run by a team of portfolio managers,...

  • European private equity has been’ fantastic’: CIO Tuesday, 27 Oct 2015 | 3:20 AM ET
    European private equity has been’ fantastic’: CIO

    Erik Hirsch, CIO of Hamilton Lane, says private equity has been a fantastic performer in Europe over the last 12-18 months.

  • Valeant slump poses big threat to small hedge funds Thursday, 22 Oct 2015 | 7:46 PM ET

    BOSTON/ NEW YORK, Oct 22- Valeant Pharmaceuticals' market slide has hurt the returns of several large U.S. hedge funds, but for smaller players with outsized bets on the drug company the fallout could be far more painful, according to industry watchers. They include Tiger Ratan Capital Management, Marble Arch Investments, and Brave Warrior Advisors, according to...

  • Delaware judge rules against hedge funds in BMC buyout Wednesday, 21 Oct 2015 | 6:51 PM ET

    WILMINGTON, Del, Oct 21- A Delaware judge on Wednesday rejected hedge fund Merion Capital's attempt to wring an extra $150 million from the 2013 sale of BMC Software Inc by going to court and arguing that a fair deal price should have been much higher. The case stemmed from the sale of BMC to a consortium including Bain Capital and Golden Gate Capital for $46.25 per...

  • Private equity goes after the global consumer Wednesday, 21 Oct 2015 | 6:27 PM ET
    A customer receives her change in Turkish lira after purchasing goods in a spice market in Istanbul, Turkey.

    When it comes to restructuring across the globe, there's one common theme: It's the age of the consumer.

  • This rally won't last, warns JPMorgan Wednesday, 21 Oct 2015 | 12:08 AM ET
    This rally won't last, wars JPMorgan

    Guillaume Chatain, executive director and head of equity solutions at JPMorgan Private Bank, says the global market rally fueled by a delayed Fed rate hike is not sustainable.