Triton Partners’ Post

"If you improve the companies, you will be able to realise them."   While at SuperReturn this week, Triton’s CEO Peder Prahl spoke to CNBC’s Annette Weisbach about how buying companies performing below their full potential and improving them has allowed Triton to be the "exception" to the slow private equity exit market.    He also explained why the changing environment has created a "very attractive" buying opportunity for operational investors like Triton, due to falling valuations and many companies facing dislocation.    In the last six months Triton has announced six realisations across its private equity funds and completed new platform investments, including Trench Group in the Industrial Tech sector and V&N Group in Business Services. Find out more about Triton here: https://lnkd.in/eTtyEy-z #BuildingBetterBusinesses­

Terran Orbital Corporation's (NYSE: LLAP) stock price is down ~70% YoY and the Company is now trading at 73 cents per share. Recently, a group of concerned investors announced a push to make needed changes at the Company with the end goal of protecting and maximizing shareholder value. Below contains their three-pronged approach submitted to Terran's Board: - Separate the role of CEO and Chairman and install a new CEO - Evaluate and implement best-in-class corporate governance practices - Commence a comprehensive strategic review process More information can be found here: https://www.llapvalue.com/ #spaceexploration #spaceinvesting #publicspacecompanies https://lnkd.in/ghwTBXj2

Join Viking Capital to learn the answers to your looming questions: "Will we have a soft landing?" "What investments are realistic in this market?" "What markets are picking up, and which are cooling off?" Listen today: https://lnkd.in/d49JFXig #multifamilyrealestate #realestateinvesting #physicianinvesting #multifamillysyndication #realestate #multifamilyinvesting #investingforbeginners #physicianinvestments

Watch #BaronCapital CEO Ron Baron’s full interview on CNBC Squawk Box discussing the growth outlook for Tesla, the latest Elon Musk biography by Walter Isaacson, and other Fund holdings including SpaceX, X.com, and MSCI. Disclosures: Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk. Portfolio holdings as a percentage of net assets as of June 30, 2023, for securities mentioned are as follows: Tesla, Inc. - Baron Partners Fund® (40.5%*), Baron Focused Growth Fund®(14.8%); Space Exploration Technologies Corporation - Baron Partners Fund®(8.3%*), Baron Focused Growth Fund® (8.8%); MSCI Inc. - Baron Partners Fund® (1.4%*), Baron Focused Growth Fund®(3.7%) *% of Long Positions

A strategic shift is underway as the industry seeks to #revitalize the capital flywheel through enhanced distributions. Balancing exits, GP-led secondaries, and innovative #liquidity solutions becomes #imperative for sustained growth. Our exploration will uncover #strategies aimed at reigniting the industry's momentum.

Let's dive into something a bit complex but super important – how to smartly pick a company for pre-IPO investment. 🚀 First off, you've gotta check the company's health. We're talking financials, market position, and growth prospects. Are they on the up and up? What's their game plan for the future? 📊 Next up, the investment horizon. Remember, pre-IPO investing is a marathon, not a sprint. You're in it for the long haul, so patience is key. 🏃♂️⏳ Now, let's get technical. You should be doing some serious financial analysis – think Discounted Cash Flow, Comparable Company Analysis. Also, don't forget to evaluate the management team. The people steering the ship can make a huge difference. 📈 But here's the clincher: Diversify your portfolio and balance out the risk. 🧺 Investing in pre-IPOs can be super rewarding, but it's crucial to play it smart and safe. Keep learning, keep growing, and make those informed decisions! Disclaimer: This content is for informational purposes only and should not be considered as financial advice, recommendation or endorsement. #PreIPOInvestment #InvestmentStrategy #FinancialAnalysis #MarketInsights #InvestorPatience #LongTermInvestment #SpaceX #SpaceExploration #RocketScience #SpaceTravel #ElonMusk #RiskManagement #PortfolioDiversification #InvestmentHorizon #FinancialDueDiligence #GrowthProspects

Integrity, Innovation, and Growth. A strong foundation for Spectra.

Register today for Resolute Investment Managers’ upcoming interactive webinar with American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group. On Tuesday, May 7, at 12:00 p.m. ET, AHL Chief Investment Officer Russell Korgaonkar will examine how improvements in technology and data have made artificial intelligence a must-have in a manager’s toolkit, and discuss the outlook for managed futures. Register here: https://ow.ly/yhR050RmFFO #ManagedFutures #TrendFollowing

🔹 Investors often assume that ‘special situations’ refers to companies in turmoil that represent high risk, but this is not so. The Artemis Investment Management UK Special Situations team, Derek Stuart, Andy Gray and Henry Flockhart CFA explain how using the 3 R’s – rehabilitation, recovery and revitalisation – can highlight why their capacity to improve makes these companies ‘special’. 🔗 Get the full scoop on Investment IQ here: https://lnkd.in/eWAYEqRz #investmentmanagement #investment #finserv #investmentiq