SICAV

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

Retrieved on: 
Dienstag, Mai 28, 2024

Northern Trust (Nasdaq: NTRS) today announces it is providing Partners Group (SIX Swiss Exchange: PGHN) with fund accounting, transfer agency, depositary and corporate secretarial services for its new European Long Term Investment Fund (ELTIF)-compliant Private Equity ELTIF Evergreen Fund.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) today announces it is providing Partners Group (SIX Swiss Exchange: PGHN) with fund accounting, transfer agency, depositary and corporate secretarial services for its new European Long Term Investment Fund (ELTIF)-compliant Private Equity ELTIF Evergreen Fund.
  • Founded in 1996 and based in Switzerland, Partners Group is a leading global private markets firm with US$147 billion of assets under management (as of 31 December 2023).
  • Its Private Equity ELTIF Evergreen Fund is Partners Group’s first launch under the updated European Union regulation for ELTIFs enacted in January this year and is one of the industry’s first of this type.
  • Markus Pimpl, Managing Director at Partners Group, commented: “Appointing Northern Trust to provide solutions for the Private Equity Evergreen ELTIF Fund expands our strategic relationship on the basis of its capability to support multiple asset classes as part of our private equity strategy, and to enable flexibility for individual and institutional investors as they invest in-line with our pro-rata allocation policy.

Faron’s Financial Statement Release January 1 to December 31, 2023

Retrieved on: 
Mittwoch, März 13, 2024

As at March 13, 2024, the Company is in compliance with all IPF financial covenants as agreed with the waiver letter.

Key Points: 
  • As at March 13, 2024, the Company is in compliance with all IPF financial covenants as agreed with the waiver letter.
  • Loss for the period for the financial year ended December 31, 2023, was EUR 30,9 million (2022: EUR 28,7 million).
  • In June 2023, Faron conducted a placement of 2,601,510 newly issued treasury shares to investors to raise EUR 6,6 million gross.
  • In October 2023, the Company successfully raised EUR 7,1 million gross through the issuance of 2,491,998 ordinary shares to investors.

Medical technology back on track

Retrieved on: 
Mittwoch, März 13, 2024

The broad healthcare sector and the medical technology sector, buoyed by resurgent investor interest, delivered even better returns.

Key Points: 
  • The broad healthcare sector and the medical technology sector, buoyed by resurgent investor interest, delivered even better returns.
  • “We also anticipate a big boost in growth from the increasing use of artificial intelligence in the medical technology and healthcare services industries,” Stefan Blum adds.
  • These were generally characterized by strong growth momentum in surgical procedures and an optimistic outlook for the 2024 fiscal year,” Marcel Fritsch comments.
  • Elevance, which is focused on employer-sponsored health insurance plans, reported better-than-expected profits thanks to a drop in medical costs and an increase in management’s earnings guidance for 2024.

Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund

Retrieved on: 
Mittwoch, Januar 17, 2024

Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund

Key Points: 
  • Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund
    Media release of January 15, 2024
    Investing in the future of the healthcare industry: Bellevue launches innovative AI Health Fund
    Generative Artificial Intelligence (GenAI) is bringing about an unprecedented technological transformation.
  • “The investment approach we are taking with the Bellevue AI Health (Lux) Fund that was launched on November 30, 2023 is different.
  • Healthcare will benefit greatly from GenAI,” says Co-Portfolio Manager Stefan Blum, which explains the rationale behind the launch of Bellevue Asset Management's latest healthcare fund.
  • The IT-related risks of implementing AI in healthcare are more calculable than in other industries because healthcare is such a highly regulated market.

Bellevue Asset Management AG: Trend reversal ahead for small and mid caps?

Retrieved on: 
Donnerstag, Dezember 21, 2023

Bellevue Asset Management AG: Trend reversal ahead for small and mid caps?

Key Points: 
  • Bellevue Asset Management AG: Trend reversal ahead for small and mid caps?
  • Trend reversal ahead for small and mid caps?
  • There is a good chance that small and mid caps will continue to gain ground over large caps.
  • Macro stability in China and the expected winding down of inventory destocking could also add some tailwind to the anticipated trend reversal in small and mid caps.

Bellevue Asset Management AG – Are healthcare stocks poised for a comeback?

Retrieved on: 
Donnerstag, Dezember 21, 2023

Bellevue Asset Management AG – Are healthcare stocks poised for a comeback?

Key Points: 
  • Bellevue Asset Management AG – Are healthcare stocks poised for a comeback?
  • In his investment outlook for 2024, Cyrill Zimmermann, a member of Bellevue Asset Management’s Executive Board and Head of Healthcare Funds & Mandates, explains why it is probably only a matter of time before healthcare stocks are rediscovered by the wider investment community.
  • In view of this dynamic situation, Bellevue Asset Management launched Bellevue Obesity Solutions in November, a fund that invests in the most attractive companies across the entire value chain for obesity treatment and management.
  • Dr. Cyrill Zimmermann is Head of Healthcare Funds & Mandates and a member of the Executive Board of Bellevue Asset Management.

Bellevue Asset Management launches Obesity Solutions Fund

Retrieved on: 
Donnerstag, Dezember 14, 2023

The Bellevue Obesity Solutions Fund opens a completely new avenue for healthcare investors,» says Christian Lach, the fund's lead portfolio manager.

Key Points: 
  • The Bellevue Obesity Solutions Fund opens a completely new avenue for healthcare investors,» says Christian Lach, the fund's lead portfolio manager.
  • It ranges from obesity prevention, diagnostics, and treatment of obesity to the treatment of myriad related health conditions.
  • Bellevue Obesity Solutions, an actively managed and global equity fund, is exclusively focused on this mega trend.
  • The portfolio management team of the Bellevue Obesity Solutions (Lux) Fund consists of Christian Lach, Lukas Leu and Oliver Kubli, all healthcare investment specialists with many years of experience.

GAMCO Investors, Inc. Reports Results for the Third Quarter 2023

Retrieved on: 
Dienstag, November 7, 2023

(b) Includes $230 and $230 of 100% U.S. Treasury Fund AUM at September 30, 2023 and June 30, 2023, respectively.

Key Points: 
  • (b) Includes $230 and $230 of 100% U.S. Treasury Fund AUM at September 30, 2023 and June 30, 2023, respectively.
  • (c) Includes $613 and $579 of the SICAV AUM subadvised by Associated Capital Group, Inc. at September 30, 2023 and June 30, 2023, respectively.
  • Assets under management on September 30, 2023 were $29.2 billion, a decrease of 5.0% from the $30.7 billion on June 30, 2023 reflecting general market trends.
  • Assets under management in SICAV on September 30, 2023 were $622 million, an increase from the $590 million on June 30, 2023.

Golding Capital Partners GmbH: Golding Expands Successful Private Equity Impact Strategy for Article 9 Investors

Retrieved on: 
Dienstag, September 5, 2023

This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.

Key Points: 
  • This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.
  • This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
  • As a result, investors seeking to make Article 9 investments have until now been missing out on these opportunities.
  • This expands the impact universe for institutional Article 9 investors by a significant multiple and enables even greater diversification”, says Dr Matthias Reicherter, Managing Partner and CIO at Golding.

EQS-News: Golding Capital Partners GmbH: Golding expands successful private equity impact strategy for Article 9 investors

Retrieved on: 
Dienstag, September 5, 2023

This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.

Key Points: 
  • This represents Golding Capital Partners’ response to the increasing demand for investments with ambitious, measurable environmental and social sustainability objectives.
  • This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
  • As a result, investors seeking to make Article 9 investments have until now been missing out on these opportunities.
  • This expands the impact universe for institutional Article 9 investors by a significant multiple and enables even greater diversification”, says Dr Matthias Reicherter, Managing Partner and CIO at Golding.