Ultimus LeverPoint Private Fund Solutions’ Post

We're back with this month's Cauthen Fund report. Hear from Scott A. Robertson, CFP® and Kevin Brinton about the new investment strategy for the Cauthen Fund and how the fund compares to the S&P 500. #CauthenFund #wemeanbusiness

'Navigating the future of fund admin' Christian Mader and Ingo Gozemba, members of the Management Board at Hauck Auf Hauser Lampets Asset Servicing business segment walk us through modern investment fund administration. 🔗 Read the full feature in our Private Markets Fund Admin report here: https://bit.ly/488Z0QL #PrivateMarkets #FundAdministration #FinanceTrends #ESGInvesting #StrategicInsights #SFDRs

Here is a recording of our Virtual Roadshow recording. If you want to skip my boring stuff on investment philosophy, jump to one of the following sections: - Aussie Fund performance (14:20) - RPM Global ($RUL) (16:33) - Gentrack $GTK (18:15) - New ideas Catapult, NZX and Tyro (24:00) - Why Aussie small caps work over the next 5 years (28:15) - International Fund performance (31:40) - Best global opportunities (39:15) - Stock specifics: Clean Harbors, Zeta Global and Pason Systems - Why the setup for global small caps is attractive (44:26) https://lnkd.in/g9skir3B

Unlock the insights you need to navigate the SEC's new Private Fund Rules! Join us on June 12 for an exclusive webcast with RSM and Allvue. Gain clarity on the latest regulations affecting private fund advisers under the Investment Advisers Act of 1940. Don't miss out on this vital discussion! #fund #fundadvisors #Allvue #webcast

It's day 2 of #CambridgeUnite hosted by Cambridge Investment Research! Tom Carlson, Zacks Vice President of Mutual Fund Research, and Tyler Hanson are excited to be in attendance, and want to meet you! If you're there make sure to stop by our booth and say hello.     #Cambridge #InvestmentResearch #FinancialAdvisors

David Picton, our founder and CEO, explains the potential benefit of an active extension strategy. In essence, it’s an equity strategy that uses leverage, targeting a net long equity exposure of 100% of assets, and investing 130% of assets long while selling 30% of assets short. He manages the firm’s active extension strategy, including the alternative mutual fund, which recently marked its five-year anniversary.     Learn more about alternative mutual funds: https://lnkd.in/gJ8ZPeGq   #alternativeinvestments #investing #liquidalts 

Watch now | The Nedgroup Investments SA Equity Fund recently celebrated its 10th anniversary. To observe and mark this significant fund milestone, Mansoor Narker, CFA hosted a panel discussion with three of the Fund’s co-portfolio managers from Laurium Capital Pty Ltd, to delve into how the process and philosophy of managing the SA Equity Fund has evolved over time. They also shared valuable insights on the lessons learned, how they have managed to deliver consistent performance during the last decade, and what may lie ahead. Watch the full video here: https://ow.ly/CSfO50RkTgt #NedgroupInvestments #SAEquityFund #InvestmentInsights #LocalEquities #InvestingInSA #EquityInvesting #InvestmentOpportunities

The investable universe for #GPstaking funds (private equity funds specialising in taking stakes in alternative fund managers) has grown at 10% over the last few years with no signs of abating. This provides Scarcity Partners a healthy pipeline of potential investment partners as we build the Scarcity GP Access Fund. To learn more about our open fund, visit: https://lnkd.in/gbBUNsys #privateequity #investments

At this year's Funds to Watch EdenTree Investment Management's CIO Charlie Thomas will be discussing how to unlock the opportunities within impact equities through experience and innovation, providing exposure to long term growth trends and diversification at reasonable valuations. Amidst a back drop of SDR and the warmest year on record, now is the time to consider credible impact equity managers for both your sustainable and core propositions. Hear more by joining us at Funds to Watch in London: https://bit.ly/3T4cc4p #fundstowatch #investment #funds #assetallocation #fundselection #assetmanagement #portfoliomanagement #investmentweekevents