Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
How investors can use these high-yielding assets to diversify their portfolios
CNBC: Investing
JUNE 6, 2025
While investors fled the funds, along with many others, in April, the ETFs have bounced back. So this has been a really good diversifier for investors," she said. securitized products and a portfolio manager at Janus. "There's more trading and that's what you want as an end investor."
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Bootstrap your business and then find yourself an investor
Growth Business
JANUARY 22, 2025
Founders that have successfully built bootstrapped companies are notoriously careful when it comes to choosing an investor, and rightly so. It is fundamental that these companies find the right investor. While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model.
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Re-risking your portfolio: Investor John Davi's picks for the second half of 2025
CNBC: Investing
JULY 4, 2025
for the year as investors have regained confidence in the outlook for the economy , strong corporate profits and AI technology. for the year as investors have regained confidence in the outlook for the economy , strong corporate profits and AI technology. Like many investors, Davi — whose firm manages $2.5
Portfolio 81
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How 'quiet luxury' is subtly taking over investor portfolios
CNBC: Investing
JANUARY 29, 2024
Quiet luxury was one of last year's biggest viral fashion trends, but unlike other short-lived fads, this one has made its way into investor portfolios.
Portfolio 140
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Blackrock says bitcoin will be a good portfolio diversifier despite its recent rally with stocks
CNBC: Investing
MARCH 25, 2024
Robert Mitchnick, BlackRock's digital assets lead, discusses what bitcoin correlations and risk mean for investors' portfolio construction.
Portfolio 145
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Ray Dalio warns of 'great disruptions,' shares top tips for new investors
CNBC: Investing
SEPTEMBER 17, 2023
Bridgewater's Ray Dalio said it is important for new investors to have a diversified portfolio as economic and geopolitical headwinds continue to rage on.
Investors 145
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Ron Insana: How investors ought to prepare their portfolios for November’s elections
CNBC: Investing
JULY 27, 2024
Ron Insana recommends investors keep some dry powder regardless of who wins the presidential election.
Investors 112
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Robinhood snaps up Pluto to add AI tools to its investing app
TechCrunch: M&A
JULY 1, 2024
Investment app Robinhood is adding more AI features for investors with its acquisition of AI-powered research platform Pluto Capital, Inc. Pluto […] © 2024 TechCrunch.
Investment 267
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Ten Action Items for Healthcare Portfolio Companies in 2024
JD Supra: Mergers
JUNE 25, 2024
The investor-backed provider community may be feeling pressure and facing scrutiny from various angles in 2024, as federal and state agencies implement complex pre-closing review processes for healthcare transactions from an antitrust and oversight perspective.
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How to retool your 60/40 portfolio for income generation, per BlackRock
CNBC: Investing
AUGUST 28, 2024
With a few tweaks to a balanced portfolio, investors who are in or near retirement could squeeze some more income out of their investments.
Portfolio 107
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The Role of Private Equity Consulting in Portfolio Company Growth Strategies
OfficeHours
JUNE 5, 2023
Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.
Private Equity 147
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With market rout, now is the time to rebalance portfolios and buy stocks, says Wells Fargo
CNBC: Investing
APRIL 7, 2025
Investors may be fleeing stocks for bonds, but they should be mindful of their portfolio allocations, said Wells Fargo's Brian Rehling.
Portfolio 112
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Cross-Site Scripting (XSS) Attacks: What Investors Need to Know
Beyond M&A
SEPTEMBER 20, 2023
For a portfolio company, it could lead to significant financial losses, loss of trust, and potentially, legal consequences. Cross-Site Scripting – Remediation Fixing XSS vulnerabilities is crucial – from an investor’s perspective, it means spending time and resources to fix the software.
Investors 147
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These stocks are on their way to becoming dividend aristocrats, Wolfe says
CNBC: Investing
JULY 7, 2025
Monday's market tumult was a reminder that solid dividend paying stocks still have a place in investors' portfolios.
Stock 115
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Trending Enforcement Targeting Private Equity Healthcare Portfolios Provides Important Compliance Reminder
JD Supra: Mergers
AUGUST 1, 2024
However, with the growing presence of private equity in healthcare, investors should expect increased scrutiny by the Department of Justice (DOJ) and other agencies. In fact, in those ten years, private equity firms have spent roughly $1 trillion on an estimated 8,000 healthcare deals. This trend is only expected to increase through 2024.
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How to keep your portfolio steady in volatile times as the election approaches
CNBC: Investing
OCTOBER 29, 2024
Market volatility is expected to pick up as Election Day approaches, but investors can take a few steps to help prepare their portfolios.
Portfolio 105
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UBS expects a comeback for the 60/40 portfolio — and warns investors to limit cash
CNBC: Investing
MAY 31, 2024
The 60/40 portfolio tends to outperform over the long term, according to UBS.
Portfolio 107
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These defensive stocks could help investors fortify their portfolio in this risky market
CNBC: Investing
OCTOBER 9, 2023
The Israel-Hamas conflict has put investors on edge as the market grapples with high rates, inflation and rising energy prices.
Investors 107
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‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings
CNBC: Investing
NOVEMBER 14, 2024
Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.
Asset Management 116
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Preemptive Diligence: A Founder’s Solution to Preparing for Investor Scrutiny.
Beyond M&A
OCTOBER 2, 2023
Notably, many of these issues revolve around cybersecurity, a topic of paramount importance to investors. Unfortunately, these problems often go undetected until the due diligence process is well underway—often too late for founders and investors to correct without significant effort. Enter the case for Preemptive Diligence.
Investors 147
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Gabelli Funds highlights the AI stocks to buy as craze continues
CNBC: Investing
JUNE 28, 2025
Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.
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IT MSP Due Diligence – Comprehensive Guide for Investors and CxOs
Beyond M&A
SEPTEMBER 13, 2023
Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence. Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps.
Investors 147
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Why PE Investors Care About Interest Rates
OfficeHours
OCTOBER 16, 2023
For private equity investors, interest rate movements can have a very significant impact on the outlook of their investments since PE uses such a large amount of debt to finance transactions. Some investors have tolerance for one type of payment over the other and may use one over the other in different situations.
Investors 130
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10-20-2023 Newsletter: Why PE Investors Care About Inflation
OfficeHours
OCTOBER 20, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.
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Supporting the Health of your Healthcare Organization
JD Supra: Mergers
JANUARY 17, 2025
Private equity sponsors and their healthcare portfolio companies are expected to ride the tailwind of an M&A rebound. As a result, sellers may be incentivized to explore market opportunities without requiring investors to gross-up purchase multiple premiums. By: DLA Piper
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Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio
How2Exit
MAY 20, 2024
b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.
Portfolio 130
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Navigating Market Volatility with a Dynamic Portfolio Strategy
Global Banking & Finance
DECEMBER 17, 2024
By Surajit Saha Investors and asset managers seek strategies that balance risk and growth during market volatility. Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts.
Portfolio 76
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Navigating Tech Due Diligence in the Era of Advanced AI: A Guide for Investors
Beyond M&A
MAY 14, 2023
This shift necessitates a fresh understanding of what to look for, how AI impacts intellectual property (IP), and what this means for investors. Let’s explore the key changes and provide some actionable tips for investors on why tech due diligence is more critical than ever in this brave new world of AI.
Investors 130
130 
Investors should take a look at these high-yield bond ETFs with tax advantages, Bank of America says
CNBC: Investing
FEBRUARY 20, 2024
Investors are overlooking municipal bonds as they shake up their fixed income portfolios, according to a Bank of America strategist.
Investors 104
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
OfficeHours
OCTOBER 23, 2023
However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).
Investors 130
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Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock
CNBC: Investing
SEPTEMBER 23, 2024
Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.
Use of Equity Rollovers Continues to Rise Amid Market Uncertainty
JD Supra: Mergers
FEBRUARY 27, 2024
Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity continues to be a key deal feature in acquisitions backed by PE investors. By: Goodwin
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Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation
CNBC: Investing
OCTOBER 30, 2024
Investors seeking to diversify from a stock and bond market that are each flashing cautionary signals are starting to look at alternatives.
Portfolio 120
120 
Investors see 2023 gain as a bear market bounce and expect a recession next year, CNBC survey shows
CNBC: Investing
SEPTEMBER 27, 2023
We polled 300 CIO, equity strategists and portfolio managers about where they stood on the markets for the rest of 2023 and beyond.
Nvidia isn't the only game in town. Investors advise against overlooking these other AI beneficiaries
CNBC: Investing
SEPTEMBER 4, 2023
Portfolio managers say it's hard to pinpoint who the clear challenger to Nvidia will be, but the chipmaker won't be the only dominant player in town forever.
Investors can snap up yields near 10-year highs in this high-quality, tax-free play, says Nuveen
CNBC: Investing
JULY 10, 2025
However, for an investor who does his homework, the rewards are there, he said. For instance, whether the issuer is subject to future PFAS remediation. "If you are, you might have to go in and take on enough debt that you might have some stress on your current credit ratings," he said.
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Why PE Investors Care About Inflation
OfficeHours
OCTOBER 16, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Inflation can also impact a private equity firm’s exit strategy for an investment.
Investors 100
100 
Jemimah Orevaoghene: A Lesson on Investing with your Sixth Sense
JD Supra: Mergers
FEBRUARY 7, 2025
In this episode of Venture Voices, Deangeor Chin and Raquel Smith of Lowensteins Africa practice speak with Jemimah Orevaoghene, a Venture Capital Director at Morgan Stanley and Africa portfolio leader, about her unique experience investing both professionally and personally.
Investment 163
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Goldman's top trades for this upcoming earnings season
CNBC: Investing
JULY 12, 2025
"We expect investors to reward fundamental beats this quarter as positioning appears neither crowded nor fearful," Goldman analysts led by John Marshall wrote in a report on Thursday. that was priced in last quarter, suggesting investors are "much less fearful" in July than they were in April, the Goldman analysts said.
Trading 118
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Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle
How2Exit
OCTOBER 8, 2023
Unlike traditional private equity firms, Big Band Software takes a long-term approach to its investments, aiming to build a portfolio of great businesses with no expectation of selling them. Hiring is hard. rn McArdle states, "The dream business is one that's big, growing, profitable, has the team.
Profitability 130
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