Joey Dean’s Post

Fund managers and investors rethinking their strategy can benefit from independent advice and assistance. Cork Gully Asset Managers can help formulate and manage proactive strategies.

“We invest in a concentrated group of 25 to 35 companies. We have sector exposure that's very different from the benchmark because we have a strong discipline for high quality companies and you’ll see that borne out in the results.” In this video, Brad Weafer, CFA, Chief Investment Officer at Boston Financial Management, LLC offers an overview of the Marlborough US Multi-Cap Income Fund and what sets it apart from other US Equity funds. Watch here: https://lnkd.in/ejEb9rJi #paplus

🏆 WE'RE THRILLED TO ANNOUNCE that our Danske Invest European Small Cap, klasse DKK d fund has just scooped a 2024 #LipperFund Award as best European small cap equity fund in the Nordics 💪 Today, the fund was recognised for its strong, risk-adjusted, 10-year performance relative to 39 Nordic peers in the European Small & Mid Cap equity category. “𝐓𝐡𝐢𝐬 𝐟𝐮𝐧𝐝 𝐚𝐰𝐚𝐫𝐝 𝐮𝐧𝐝𝐞𝐫𝐬𝐜𝐨𝐫𝐞𝐬 𝐭𝐡𝐞 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐨𝐟 𝐨𝐮𝐫 𝐟𝐥𝐚𝐠𝐬𝐡𝐢𝐩 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 within this challenging yet extremely attractive part of the European equity market,” says Danske Bank Asset Management CIO Thomas Otbo. The core portfolio management team consists of chief portfolio manager Christian Rasmussen and senior portfolio manager Alexander Zola. Read more about their search for future winners in an often overlooked segment of the equity market here: https://lnkd.in/dit38Pmr “For the skilled and thorough investor, the small cap segment offers good opportunities to identify overlooked gems in the stock market,” says Christian Rasmussen. 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘳 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘢𝘯𝘺 𝘰𝘧𝘧𝘦𝘳 𝘵𝘰 𝘵𝘳𝘢𝘥𝘦 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘪𝘯𝘴𝘵𝘳𝘶𝘮𝘦𝘯𝘵. 𝘐𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘰𝘯 𝘩𝘪𝘴𝘵𝘰𝘳𝘪𝘤𝘢𝘭 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘳𝘦𝘵𝘶𝘳𝘯𝘴, 𝘵𝘩𝘢𝘵 𝘤𝘢𝘯 𝘣𝘦 𝘯𝘦𝘨𝘢𝘵𝘪𝘷𝘦. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘴𝘶𝘪𝘵𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘵𝘰 𝘦𝘯𝘴𝘶𝘳𝘦 𝘵𝘩𝘢𝘵 𝘺𝘰𝘶 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘪𝘵𝘴 𝘳𝘪𝘴𝘬𝘴. 𝘈 𝘴𝘶𝘮𝘮𝘢𝘳𝘺 𝘰𝘧 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘳𝘪𝘨𝘩𝘵𝘴 𝘢𝘴 𝘸𝘦𝘭𝘭 𝘢𝘴 𝘮𝘰𝘳𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘰𝘯 𝘵𝘩𝘦 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘴𝘱𝘦𝘤𝘵𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘧𝘶𝘯𝘥 𝘤𝘢𝘯 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘋𝘢𝘯𝘪𝘴𝘩 𝘩𝘦𝘳𝘦: https://lnkd.in/drxRp-Tf. 𝘋𝘢𝘯𝘴𝘬𝘦 𝘐𝘯𝘷𝘦𝘴𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘈/𝘚 𝘮𝘢𝘺 𝘥𝘦𝘤𝘪𝘥𝘦 𝘵𝘰 𝘵𝘦𝘳𝘮𝘪𝘯𝘢𝘵𝘦 𝘵𝘩𝘦 𝘢𝘳𝘳𝘢𝘯𝘨𝘦𝘮𝘦𝘯𝘵𝘴 𝘮𝘢𝘥𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘰𝘧 𝘪𝘵𝘴 𝘧𝘶𝘯𝘥𝘴.

🚀 𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐭𝐡𝐞 𝐆𝐞𝐫𝐦𝐚𝐧 𝐟𝐮𝐧𝐝 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲! As of March 31, 2024, the assets under management (AuM) have soared to an impressive EUR 4,289 billion, a 9% increase year-on-year. 📈 𝐄𝐪𝐮𝐢𝐭𝐲 𝐟𝐮𝐧𝐝𝐬 𝐬𝐮𝐫𝐠𝐞: Equity funds have expanded dramatically to EUR 680 billion, increasing their portfolio share from 36% to 47% in just five years, thanks to a bullish stock market. 🏅𝐁𝐨𝐧𝐝 𝐟𝐮𝐧𝐝𝐬 𝐥𝐞𝐚𝐝 𝐬𝐚𝐥𝐞𝐬: Bond funds lead the charge with EUR 5.4 billion in new business, with a strong focus on short-term bonds. 🔝 𝐒𝐩𝐞𝐳𝐢𝐚𝐥𝐟𝐨𝐧𝐝𝐬 𝐝𝐨𝐦𝐢𝐧𝐚𝐧𝐜𝐞: Spezialfonds, catering primarily to institutional investors like retirement schemes and insurance companies, now manage EUR 2,125 billion, with a growing trend towards outsourcing portfolio management. 💰 𝐒𝐭𝐫𝐨𝐧𝐠 𝐐1 𝐈𝐧𝐟𝐥𝐨𝐰𝐬: The first quarter of 2024 alone witnessed a net inflow of EUR 21.7 billion, with open-ended Spezialfonds drawing EUR 9.5 billion. Equity and bond ETFs also made significant contributions, collectively adding another EUR 5.4 billion. At Universal Investment, we are excited to see such robust growth in our home! If you are looking to enter the thriving German fund market and need a reliable partner with strong connections, contact our experts Marcus Kuntz, Dirk Grosshans or Max Gutsche. Let's explore how we can support your ambitions and drive success together! The facts and figures featured in this post are accessible on the BVI Deutscher Fondsverband website. #GermanFundMarket #DrivingOurClientsSuccess

Join us at the Annual Stockholm Fund Forum, where Sweden's top fund selectors and global asset managers converge to explore the latest insights and trends shaping the investment landscape. Here's a glimpse of what's in store: - Carmignac, our lead sponsor, delves into "Global Equities: Quality is the Name of the Game" with Mark Denham, Head of European Equities and Fund Manager. - Aegon Asset Management's George Arian Nijborg, Head of Insured Strategies and European Private Placements, presents "Insured Credit Strategy." - Cleo Chang, Chief Investment Solutions Officer at American Century Investments, discusses "Post-Factor Investing: Systematizing Active Management." - Andrew Smith, Client Portfolio Manager at Columbia Threadneedle Investments EMEA APAC, shares insights on "Opportunities in US Small Caps." - Discover "Thematic Investing with Global X ETFs" with Alexander Roll, Associate Investment Strategist at Global X ETFs. - James Salter, Portfolio Manager at Zennor Asset Management, sheds light on "Japan: An Increasingly Compelling Investment Opportunity for Equity Investors." - Krzysztof Janiga, CFA, Senior Equity ETF Strategist at State Street Global Advisors SPDR, explores "US Equities: More Traditional Ways to Access Economic Exceptionalism." Stay tuned for live updates throughout the day and learn how you can participate in future events: https://bit.ly/4a2E8M0 #InvestmentInsights #GlobalAssetManagement #fixedincome #equities

🚀📈 Diving into the World of #Raifs: A Game-Changer in #AlternativeInvestments and #PrivateMarkets! 🌍💼 A data analysis by Investment Officer Luxembourg reveals a significant shift in the approach of Alternative Investment Fund Managers. They are increasingly prioritizing launching new #subfunds or compartments under established Reserved Alternative Investment Funds (Raifs) instead of creating new primary structures. 📊 🇱🇺 #Luxembourg Raifs have soared in popularity among institutional and professional investors globally. These versatile vehicles are being utilized for a diverse range of investments, from private debt and real estate to infrastructure projects and multi-family office investments. Notable users include heavyweights like Australia's QIC, Singapore's SilkRoad Property Partners, Amsterdam-based Anthos Fund & Asset Management, J.P. Morgan Asset Management, and KKR. 🔍 The analysis highlights a fascinating trend: a dip in new Raifs but a surge in over 200 new sub-funds. Luxembourg, home to about 250 #AIFMs, offers a environment where only the AIFM is subject to direct supervision, making Raifs a convenient choice for funds used by institutional investors and HNWI's. 🏅 🇨🇭 Swiss firms like Pictet Group, CARNE GLOBAL FINANCIAL SERVICES, and Partners Group led the way in 2023, registering the highest number of new Raifs and sub-funds. 📉 Despite a slowdown in new Raif launches, Luxembourg is now home to 2,518 Raifs, reflecting the vehicle's robust growth since its inception in 2016. 💡 The article, by #InvestmentOfficer's Mike Gordon and Raymond Frenken, also delves into the perspectives of industry leaders like Denis Harty from Waystone and Steve Bernat from One Group, offering insights into the current and future trends in Raif usage. 🔗 Check out the full article for a deep dive into the world of Raifs and their evolving role in alternative investments. Let's discuss how these developments could shape the future of investment strategies! #InvestmentTrends #Raifs #Luxembourg #AlternativeInvestment #FinanceWorld 👉 Read the full article here: https://lnkd.in/eqTcZq_i

"Best Asset Manager in the Innovation category" - this is the award for Berenberg at this year's Scope Awards.   “We are delighted by this very special honour by the Scope team,” says Tobias Bittrich, Head of Corporate Banking and a member of Berenberg’s extended management board. “It underscores something that we consider to be crucial for all our private debt strategies: Our deep understanding of industries with its characteristics allows us to keep on developing tailored solutions for our clients’ specialised financing needs, which are also attractive to investors given today’s rapidly changing requirements.”   Find out more about our debt funds: https://lnkd.in/eMCyNEpx   This information is a marketing communication. An investment decision should be made on the basis of all the fund's characteristics and should not only refer to aspects relevant to sustainability. Berenberg is authorised by BaFin in Germany and subject to limited regulation by the UK Financial Conduct Authority, firm reference number 959302.    #infrastructure #innovation #transportation #scope

Kudos to Ben Kniola, CFA for his recognition by Chief Investment Officer magazine as member of the Class of 2024 NextGen Leaders.   As advocates for a fresh perspective on marketable equity implementation that strives to deliver satisfactory, above-spending, absolute return-driven investment outcomes - rather than stereotypical relative return benchmark-hugging and to do so without the unpleasant encumbrances of illiquidity, non-transparency and leverage commonly associated with absolute return-driven private market investing – we were encouraged by Ben’s answer to the question pasted below. There’s a growing recognition amongst industry practitioners of a funding problem looming (lurking) that won’t likely be solved by implementing the same old plays from the same old playbook. New solutions are worthy of consideration.   CIO: What asset class or investment troubles you most right now, and why?   Kniola: "I am most concerned about private equity, given the lack of distributions in recent years and the creative techniques GPs are using to achieve returns for their investors. We have been cautious of continuation vehicles and have elected [to access] liquidity options when available. Financial media stories detail questionable valuation methodologies, especially for companies with declining revenues and EBITDA.   The higher-interest-rate environment makes the underwriting math for leveraged buyouts difficult, which can separate true value-creators from financial engineers. However, underlying portfolio companies face multiple stressors, including a tight labor market, declining consumer sentiment and higher borrowing costs. Deteriorating conditions in the private equity landscape are spilling over into private credit, as companies struggle to meet even their interest-only payments. The growing trend of allocating to illiquid private market investments may be questioned if financial stress turns into contagion. This would severely impact institutions’ asset allocation and their ability to meet spending obligations." https://lnkd.in/eQseqFHi

After subdelegating several investment strategies to Goldman Sachs Asset Management and BlackRock, Christian Heiberg, Head of Danske Bank Asset Management reassures clients that the in-house investment DNA is intact. “Clients have asked us what it means for our investment DNA, and we’ve tried our best to explain that of course this is a big decision, it’s a big part of our AUM, but that we still have the vast majority of our investment competencies inhouse,” Heiberg tells AMWatch. Heiberg is confident about the new strategy and “wouldn’t be surprised” if some Nordic competitors adopt a similar approach. #investing #assetmanagement #assetmanager #nordics

What are some of the most common misconceptions about private equity? 📢 Let's hear from Dagfin Norum, our CIO, and debunk some of those myths! ✅Private equity DOES NOT suffer high interest rates more than public equities do. ✅Private equity CAN and DOES serve clients with ambitious sustainability goals. ✅Private equity CAN help make the world a better place by investing in environmental and social solutions. ✅The management fees are high but that is justified: It is a premium paid to access hard-to-find investment opportunities. ✅There is a strong rationale for Norges Bank Investment Management to extend its mandate to cover private equity assets. 🔗 Follow the link to learn more: https://lnkd.in/dFZpFZvX What do you think about private equity? Let us know in the comments! #privateequity #sustainableinvestment Storebrand Storebrand Asset Management Sverige Storebrand Fonder SPP Storebrand Asset Management UK Note. This is marketing material for professional investors. Investments involve risk.