Denver Lobo, CFA’s Post

JT Strategic Income Fund: Harnessing Our Unfair Advantage 4 of 5 of our unfair advantage Our Niche - Reduced Competition We invest $3 to $7M in institutional assets and have access to the same deals as large institutional funds like BlackRock and Blackstone, but they don’t compete with us as their minimum check size is $10 to $20M. We have carved out our blue ocean, making our competition irrelevant. #passiveincome #finance #marketinsight #institutionaldeals #riskmanagement

In this clip from our recent webinar, Invesco Ltd. Co-Head of European Equities Oliver Collin shares why active equity portfolio managers need to balance conviction and humility. Watch the full Q&A with Oliver and Essentia CEO Clare Flynn Levy: https://lnkd.in/dUtSyEab #BehavioralAlpha #DecisionAttribution #Investing #PortfolioManagement

#FundManagerNews 🗞 Francesco Conte, a European small cap equity specialist, is set to retire from JP Morgan after 25 years with the firm.   Read further 👉 https://lnkd.in/ep46Rt-p If this affects you and you’d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please call us on 01420 83517 or email [email protected] #fundmanagement #investments #investing

BlackRock launches five climate-focused iShares ETFs. BlackRock has launched five climate-focused iShares UCITS ETFs to provide clients with access to low-carbon investments. Sébastien Lieblich, CFA. Manuela Sperandeo. Check out Linus Uhlig's latest article 👇  https://incm.pub/4ezUkrd #investing #assetmanagement #wealthmanagement #finance

The secondary market is at a unique moment, driven by the growing demand for liquidity and flexibility among institutional clients. Secondary funds let investors buy stakes from existing investors in private equity funds – this offers both liquidity and the chance to invest in established assets. Read more: https://lnkd.in/d-GTeD9E

As market volatility returns, all eyes are on interval funds. In John Sage's most recent Bloomberg article, our CEO John Cox, and other industry experts from Dechert LLP, Oak Hill Advisors, L.P., and Nomura Asset Management weigh in on industry fund flows and what it might mean for shareholders and fund managers. #intervalfunds #alternativeinvestments https://lnkd.in/edWUdFHm

On average, 30% of LPs roll over into continuation funds, according to results of a SecLink Poll. Lazard’s Holcombe Green, Tail End Capital Partners’ Paul Cohn, and Schroders’ Petr P. discuss the key factors influencing LPs’ decisions to cash out or roll over. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Research #MarketResearch #LimitedPartners #LP #Fund #InstitutionalInvestors https://lnkd.in/eBvQxurD

Individual investors hold roughly half of all global wealth but account for a much smaller share of private capital assets under management. Find out why alternative funds have their sights set on them and how to win in an untapped market. https://atbain.co/4atLpW7 #PrivateCapitalsNewLeadershipAgenda #PrivateCapital #PrivateEquity #FirmStrategy #Operations #IndividualInvestors

What does long-term risk/reward look like across different asset classes? - Don't forget private markets. Blackstone has put together an excellent summary piece (including the below graph) on private equity, private credit, and private real estate - check it out: https://lnkd.in/epUBjtqE

In our latest Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class. ▶ Watch the full video now! https://lnkd.in/eg46Tnbi For investment professionals only. Capital at risk. #InvestmentInsights #CorporateBonds #BondMarket #FinancialStrategy Fidelity International