Tim Facer

Private Equity Sees Slim Prospects for Big Rebound in Fundraising This Year Dealmaking is back for buyout firms, but there is little optimism that fundraising will make up for 2025’s dismal results.

Private Equity Sees Slim Prospects for Big Rebound in Fundraising This Year

Dealmaking is back for buyout firms, but there is little optimism that fundraising will make up for 2025’s dismal results

www.wsj.com/articles/pri...

Investors Are Flocking to the Stock Market’s Discount Rack Pricey tech heavyweights are sending some individual investors in search of bargains.

Investors Are Flocking to the Stock Market’s Discount Rack

Pricey tech heavyweights send some individuals in search of bargains

www.wsj.com/finance/stoc... via @wsj.com

Two lesser-known factors behind David Swensen’s success at Yale The nurturing of in-house talent and close partnerships with external managers helped drive returns

Two lesser-known factors behind David Swensen’s success at Yale

The nurturing of in-house talent and close partnerships with external managers helped drive returns

on.ft.com/46tjWUR via @financialtimes.com

Who are the world’s best investors? The answer is not hedge funds or quant shops or short-sellers

Who are the world’s best investors?

The answer is not hedge funds or quant shops or short-sellers

economist.com/finance-and-...
via @economist.com

UK’s Metro Bank attracts takeover interest from private equity London-based Pollen Street Capital made an approach to the UK challenger bank in recent weeks

UK’s Metro Bank attracts takeover interest from private equity

London-based Pollen Street Capital made an approach to the UK challenger bank in recent weeks

www.ft.com/content/14eb... via @ivanlevingston.bsky.social @alexandraheal.bsky.social @ortenca.bsky.social @financialtimes.com #PrivateEquity

Four Books Sound the Alarm About the Power of Private Equity Private-managers now influence the U.S. economy and politics in ways few Americans understand.

Four Books Sound the Alarm About the Power of Private Equity

www.wsj.com/finance/inve... via @wsj.com #PrivateEquity

SoftBank’s Masayoshi Son floats idea of US-Japan sovereign wealth fund Washington and Tokyo discuss possibility of fund that would make large-scale US tech and infrastructure investments

on.ft.com/4jtQ4e4 SoftBank’s Masayoshi Son floats idea of US-Japan sovereign wealth fund via @urbandirt.bsky.social @davidkeo.bsky.social Demetri Sevastopulo @financialtimes.com

The delusion of private equity IRRs The dumbest PE performance metric still bamboozles some investors

The delusion of private equity IRRs

The dumbest PE performance metric still bamboozles some investors

on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity

Can anything stop America’s superstar hedge funds? Citadel and other giant funds have remade public markets

Can anything stop America’s superstar hedge funds?

Citadel and other giant funds have remade public markets

www.economist.com/special-repo... via @economist.com #HedgeFunds

What it means to be illiquid Investors are learning how hard it is to get money out of private equity and venture capital

What it means to be illiquid

Investors are learning how hard it is to get money out of private equity and venture capital
www.economist.com/special-repo...

via @economist.com #PrivateEquity #VC

The Giants of Silicon Valley Are Having a Midlife Crisis Over AI Apple, Facebook, Google and Tesla are all facing the “innovator’s dilemma” at the same time.

The Giants of Silicon Valley Are Having a Midlife Crisis Over AI

Apple, Facebook, Google and Tesla are all facing the ‘innovator’s dilemma’ at the same time

www.wsj.com/tech/ai/the-... via @timhiggins.bsky.social @wsj.com

Is this still the Asian century? The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern

on.ft.com/42KorGW Is this still the Asian century?

The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern

via @urbandirt.bsky.social @financialtimes.com

The death of the Yale Model? Alternative tales of investment returns

The death of the Yale Model?
on.ft.com/42t9IRW via @robinwigglesworth.ft.com @financialtimes.com

Can the dollar remain king of currencies? The greenback’s global dominance was forged on trade, alliances and institutions — now that era is at risk of drawing to a close

Can the dollar remain king of currencies?
on.ft.com/4hBkSIJ via @financialtimes.com

Exclusive | Google’s Cybersecurity Deal Spins Tiny Investment Into $4 Billion Windfall Index Ventures is set to earn a 250-fold return on its seed money in a startup that Google has agreed to buy.

Index Ventures provided $3.5 million in original seed money to the cybersecurity startup that became Wiz. That funding earned a 250-fold return this week. www.wsj.com/business/ent... via @wsj.com #VC

Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War Multistrategy hedge funds are facing their biggest challenge since the early days of the pandemic amid a market selloff that’s forcing them to unwind crowded trades at a ferocious clip.

Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds

Hedge fund leverage is rising as a concern for regulators The huge bets on what is known as the cash-futures basis trade could amplify market shocks

Hedge fund leverage is rising as a concern for regulators

The huge bets on what is known as the cash-futures basis trade could amplify market shocks

on.ft.com/3XC709R
via @tobyn.bsky.social @financialtimes.com #HedgeFunds

The hidden dangers of family offices Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse

The hidden dangers of family offices www.ft.com/content/147a... via @owenwalker0.ft.com @joshspero.ft.com @financialtimes.com #FamilyOffice

Apollo, Blackstone lead perpetual capital rush - PitchBook Apollo Global Management and Blackstone each reached nearly half a trillion dollars in perpetual capital assets last year.

Apollo, Blackstone lead perpetual capital rush pitchbook.com/news/article...
via @pitchbook.bsky.social #PrivateEquity

Private equity industry shrinks for the first time in decades Assets under management fell 2% last year as investors pull back from investing in sector

Private equity industry shrinks for the first time in decades

Assets under management fell 2% last year as investors pull back from investing in sector

www.ft.com/content/c7ac... via @financialtimes.com #PrivateEquity

The New Survival Guide for Private Equity: Go Big or Get Back to Basics Successful firms are increasingly split between behemoths with several business lines and those focusing on their roots of buying companies.

The New Survival Guide for Private Equity: Go Big or Get Back to Basics

The list of private-equity firms struggling to raise money is growing

www.wsj.com/finance/inve... via @wsj.com #PrivateEquity

SoftBank falls to $2.4bn loss amid plans for huge AI investments Japanese tech group hit by underperformance in its Vision Fund portfolios

on.ft.com/3QeT6q8 SoftBank falls to $2.4bn loss amid plans for huge AI investments

TPG Sets High Fundraising Sights for 2025 Private-equity firm TPG is setting up for a banner fundraising year in 2025 with a goal of doubling its managed assets over the next several years.

TPG Sets High Fundraising Sights for 2025

The roughly $246 billion private markets firm aims to double its managed assets

www.wsj.com/articles/tpg... via @wsj.com #PrivateEquity

What next for the private equity minnow? Smaller buyout funds that struggle to raise new money face unappealing options

What next for the private equity minnow?

Smaller buyout funds that struggle to raise new money face unappealing options

on.ft.com/4jQ6U8d via @financialtimes.com #PrivateEquity

For CEOs and Bankers, the Trump Euphoria Is Fading Fast Deals market gets curtailed by the uncertainty delivered in the president’s first weeks.

For CEOs and Bankers, the Trump Euphoria Is Fading Fast

Deals market gets curtailed by the uncertainty delivered in president’s first weeks

www.wsj.com/business/dea... via @wsj.com

Activist hedge fund Elliott builds stake in struggling BP US investor could force UK oil company to refocus on core fossil fuels business after foray into green energy

Activist hedge fund Elliott builds stake in struggling BP

US investor could force UK oil company to refocus on core fossil fuels business after foray into green energy

on.ft.com/42MHthx via @financialtimes.com #HedgeFunds #ActivistInvestor

Private-Equity Managers Persevere in Pitching First-Time Funds Despite a rough environment, a growing pipeline of independent sponsors is expected to launch debut funds in coming years, investors and placement agents say.

Private-Equity Managers Persevere in Pitching First-Time Funds

Despite a rough environment, a growing pipeline of independent sponsors is expected to launch debut funds in coming years, investors and placement agents say

www.wsj.com/articles/pri... via @wsj.com #PrivateEquity

Apollo Eyes ‘Industrial Renaissance’ After Investing Record $222 Billion Last Year Apollo Global Management invested a firm record of $222 billion last year as the credit specialist sees increased opportunities to finance infrastructure developers in what it calls a “global industri...

Apollo Eyes ‘Industrial Renaissance’ After Investing Record $222 Billion Last Year

The firm recently acquired an infrastructure fund manager to expand its reach in industries such as renewable energy and power

www.wsj.com/articles/apo... via @wsj.com #PrivateEquity

KKR Raises Its Direct Stakes in Three Companies The firm said it would increase its investment in the companies by $1.1 billion in total as part of its unusual strategy of taking long-term stakes in businesses it likes.

KKR Raises Its Direct Stakes in Three Companies

The firm said it would increase its investment in the companies by $1.1 billion in total as part of its unusual strategy of taking long-term stakes in businesses it likes

www.wsj.com/articles/kkr... via @wsj.com #PrivateEquity

`Tidal Wave of Deals' Is Poised to Buoy Private Equity Matt Swain, head of direct placements and secondaries at Houlihan Lokey, says private equity firms are poised to reap a bonanza. Many investors are overallocated to public markets, he says on "Bloombe...

`Tidal Wave of Deals' Is Poised to Buoy Private Equity (video) www.bloomberg.com/news/videos/... via @bloomberg.com #PrivateEquity