Tim Facer @TTFacer
Private investor: #FamilyOffice • #PrivateEquity • #VC • #ActivistInvestor • #CorpGov • #HedgeFunds • #ImpInv Hong Kong Joined February 2012-
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Delivery Hero strikes a deal with Sachem Head to nominate the activist investor’s managing partner to its supervisory board bloomberg.com/news/articles/… via @shonaghosh @eyk_henning @technology #HedgeFunds #ActivistInvestor
The activist investor battling to replace Norfolk Southern’s leadership won the backing of Glass Lewis, raising pressure on the railroad before a crucial shareholder vote bloomberg.com/news/articles/… via @RickClough @business #HedgeFunds #ActivistInvestor
Silicon Valley’s General Catalyst closes in on $6bn fund for tech start-ups, via @GeorgeNHammond @FT #VC on.ft.com/44m7V0c
Oaktree Spins Out Transportation-Infrastructure Group, via @LHVGarcia @WSJ wsj.com/articles/oaktr…
Activist investors have targeted few industries as much as North American railroads, and now they're coming for Norfolk Southern bloomberg.com/news/articles/… via @blsuth @kielporter @business #HedgeFunds #ActivistInvestor
Activist investor Elliott has built a roughly $1 billion stake in Anglo American, sources say, making it one of the 10 biggest shareholders bloomberg.com/news/articles/… via @crystalttc @DNair5 @Swetha_Gopinath @markets #HedgeFunds #ActivistInvestor
Thoma Bravo agrees to buy UK-listed Darktrace in $5bn deal, via @william_louch @FT #PrivateEquity on.ft.com/3xWrHDB
Sequoia commits to backing Elon Musk’s xAI start-up, via @GeorgeNHammond @FT #VC on.ft.com/4dfXLlT
Permira Chief Sees Private Equity Shakeout With Rates High bloomberg.com/news/articles/… via @Swetha_Gopinath @markets #PrivateEquity
How’s the PE Winter looking? via @toby_n @FT #PrivateEquity on.ft.com/3QkPXFT
Hermes Li’s $7 Billion Asia Hedge Fund Beats Peers With 11% Gain bloomberg.com/news/articles/… via @BeiHu1 @markets #HedgeFunds
Quant hedge funds enjoy bumper start to 2024, via @CostasMourselas @FT #HedgeFunds on.ft.com/49V27fk
Blackstone to buy restaurant chain Tropical Smoothie in $2 bln deal, source says via @Reuters #PrivateEquity reuters.com/markets/deals/…
Concord tops Blackstone in bidding war for Hipgnosis, via @DanielThomasLDN @FT #PrivateEquity on.ft.com/3Qht6ek
Private equity firm KKR is shelving a sale process for Upfield, the maker of Flora and Country Crock spreads, that was seeking to raise about $10 billion bloomberg.com/news/articles/… via @Swetha_Gopinath @DNair5 & Vinicy Chan @markets #PrivateEquity
Private equity firms are attempting to get blanket permission to borrow against their funds’ assets — a trend that’s exasperating some investors bloomberg.com/news/articles/… via @allisonmcneely @MHalftermeyer @markets #PrivateEquity
Funding for European VC mega-rounds makes a comeback pitchbook.com/news/articles/… via @LeahFHodgson @PitchBook #VC
Lenders flying blind on private equity risk, Bank of England warns, via @william_louch @OrtencaAl @FT #PrivateEquity on.ft.com/3U9BFc5
Buyout performance pokes above clouds pitchbook.com/news/articles/… via @PitchBook #PrivateEquity
Ardian agrees to sell Audiotonix stake to PAI in near £2bn deal, via @william_louch @IvanLevingston @FT #PrivateEquity on.ft.com/3Jxx0fq
Lawrence McDonald @Convertbond
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332 Followers 2K FollowingSpencerLovesStartups @SpencerStartups
240 Followers 223 Following Aspiring VC Analyst https://t.co/Z9KsBNftMPWineCap @wine_cap
1 Followers 22 Following The Wine Capital Fund is a luxury investment opportunity that consistently outclasses and outperforms other alternative assets9e25rec4vtxpgs @thfq296l7
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2 Followers 167 Followingandrea luzzi 🏴�.. @LuzziAndrea
492 Followers 2K Following I live on my own brain and I love my guitars. Searching for cunning plans I could put a tail on...Father and CEO 24/7 but not in twЖерносек Ол.. @olegj1964
50 Followers 272 FollowingBlade Logistics Capit.. @Heli_Finance
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297 Followers 5K FollowingP @epicuridegrege
0 Followers 141 FollowingThomas 'Brrr' ₿rand @thlbr
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57K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.Antoine Gara @AntoineGara
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313 Followers 306 Following Covering hedge funds at Bloomberg News. Opinions are my own. DMs open for tips or stories.Maria Heeter @HeeterMaria
4K Followers 3K Following U.S. Deals @FT. Here for you but I work for tips: Call/text me 6033197139 (on WhatsApp, Signal, etc). @TheInformation alum.Carolina Mandl @carolinamandl
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5K Followers 2K Following Data-led insights on all things markets, investing, life. Articles here https://t.co/a15Y3s2chw Head of Strategic Research Unit @Schroders. Not investment advicePaula Seligson @PSeligson
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KKR Co-CEOs Joe Bae and Scott Nuttall are taking a cue from Berkshire Hathaway’s business model by betting big on long-term private equity ownership and the ensuing dividends. bloomberg.com/news/articles/… via @allisonmcneely @lisaabramowicz1 @markets #PrivateEquity
@TTFacer @kayewiggins @mjruehl @ChloeNCornish @FT I suspect that 0.5x is probably better than what will be ultimately realized for most China PE deals.
Put it in a continuation vehicle you cowards!!!
Antara Capital, a $1.3 billion hedge fund backed by Blackstone, froze its hard-to-sell assets from redemptions after piling on losses bloomberg.com/news/articles/… via @sridinats @nishantkumar07 @markets #HedgeFunds
@TheStalwart Yes, if you are also a trader (or owner) at (of) the same hedge charging pass-through fees!
Should a product with a beta of 0.2-0.4 be compared against a benchmark beta of 1?
Investors desert equity hedge funds after years of poor returns Clients tire of managers’ poor returns in bull and bear markets via @CostasMourselas @FT #HedgeFunds on.ft.com/3UteaMT
Long-short equity HF has been a poor asset class "An investor who put $100 into an equity long-short hedge fund 10 years ago would now on average have $163 ... Had they invested in Vanguard’s S&P 500 tracker with dividends reinvested they would have $310"
Investors desert equity hedge funds after years of poor returns Clients tire of managers’ poor returns in bull and bear markets via @CostasMourselas @FT #HedgeFunds on.ft.com/3UteaMT
The best (& worst) places for expats in 2023: 1. Mexico 🇲🇽 2. Spain 🇪🇸 3. Panama 🇵🇦 4. Malaysia 🇲🇾 5. Taiwan 🇹🇼 6. Thailand 🇹🇭 7. Costa Rica 🇨🇷 8. Philippines 🇵🇭 9. Bahrain 🇧🇭 10. Portugal 🇵🇹 ~ 11. UAE 🇦🇪 13. Indonesia 🇮🇩 15. Brazil 🇧🇷 20. Australia 🇦🇺 24. Sweden…
A trailer for a bigger movie I'll be posting on Alphaville tomorrow...
Markets are becoming less efficient, not more, says AQR’s Clifford Asness, via @RobinWigg @FT on.ft.com/3GGmmBB
Delighted to win the Journalist of the Year - Alternatives award at the 2023 State Street UK Institutional Press Awards for my deep dive into how Citadel cracked the natural gas market newsroom.statestreet.com/press-releases…
Private equity’s new financial engineering brings risks NAV loans can buy time but cannot stop the inevitable if businesses have not improved via @FT #PrivateEquity on.ft.com/47nEiwo
Inside Hunterbrook’s plans for a ‘news hedge fund’ Narrow needle to be threaded’ as start-up combines journalism with trading house via @kateduguid @FTJFranklin @OrtencaAl @JFK_America @FT #HedgeFunds on.ft.com/3smAvQK
"Two Sigma Is Hit by Trading Scandal" (WSJ) "Changes led to gains of $450m in total for some Two Sigma funds - including those in which the firm’s own executives and employees invest ... (and) a total of $170m in losses for other funds ... losses largely borne by clients"
Hedge Fund Two Sigma Is Hit by Trading Scandal, via @GZuckerman @ChungJuliet @WSJ #HedgeFunds wsj.com/finance/invest…
An interesting time for #Credit. #PrivateCapital @ftfinancenews
Private credit funds step in for companies facing mountains of debt KKR’s PetVet is latest to turn to direct lenders as $3bn loans approach maturity via @EricGPlatt @HClarfelt @FT #PrivateCredit on.ft.com/3tx9CKh
Perspectives #PrivateEquity #PrivateCapital
Can private equity meet public responsibilities? The sums of capital the sector wields could be critical to financing a sustainable economy, but greater transparency and accountability are needed to ensure this happens via @FT #PrivateEquity #ESG on.ft.com/45lmJLC
My first episode for WSJ Pro's podcast went out this morning. Anyone with a WSJ subscription can listen to it. I spoke to David Breach from Vista Equity Partners about the firm's recruiting strategy. open.spotify.com/episode/3VRb6R…
I think the answer is clear. “Hedge funds returned 61% in the 10 years to December 2022, versus 172% for the S&P 500”
Hedge funds are bouncing back — but are they better than a simple tracker? via @stephenfoley @FT #HedgeFunds on.ft.com/3rc6eDg
My latest for @PitchBook
PE firms could soon be required to disclose the names of their LPs in filings to the FTC. "Traditionally, private equity protects the disclosure of a limited partner at all costs. It’s a huge change,” says Deidre Johnson of Ropes & Gray. pitchbook.com/news/articles/…