CF Insights: Carnegie Listed Private Equity
Bridgepoint new holding – High return over 35 years
More quarterly reports were published by our holdings in November. Like earlier reports, these showed very strong development. The month saw good value growth for the fund, despite stock market...
Optimistic despite nervous market
After a long period of gains, stock markets turned downward in September and all major indices outside Japan and China were negative. As in previous periods of turbulence, Carnegie Listed...
Good underlying performance and more divestments
The best performers in August were Compass, Pantheon and Chrysalis. As before, published reports and positive news resulted in higher stock market prices as the market received concrete data on...
Private Equity continues to deliver good growth
Carnegie Listed Private Equity returned 4.4 percent in July, and is up 31.6 percent for the year to date. The best performers this month were Blackstone, HG Capital and Ares...
Digitalisation and growth
Carnegie Listed Private Equity returned 4.0 percent in June, and is up 25.6 percent from the start of the year. The best performers this month were Chrysalis, Ares Management, Apollo...
We prefer companies with extensive and strong track records
The best performers this month were ONEX, Oakley Capital, Investor, 3i Infrastructure and Chrysalis. These holdings are good examples of the companies that we choose from the approximately 300 listed...
Good performance for Berkshire Hathaway, JAFCO, Blackstone and Intermediate Capital
Carnegie Listed Private Equity returned 4.7 percent in April, and has risen 19.8 percent since the start of the year. The best performers this month were JAFCO (+17.3%), Intermediate Capital...
Aurelius, KKR and Compass report strong profit growth
Carnegie Listed Private Equity returned 6.1 percent in March and has risen 15 percent since the start of the year. The best performers this month were Aurelius (+42.3%), Onex (+14.7%)...