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CF Insights: Carnegie Listed Private Equity

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Bridgepoint new holding – High return over 35 years
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...

Tom Berggren 6 December 2021
Optimistic despite nervous market
Carnegie Listed Private Equity

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...

Tom Berggren 6 October 2021
Good underlying performance and more divestments
Carnegie Listed Private Equity

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...

Tom Berggren 3 September 2021
Private Equity continues to deliver good growth
Carnegie Listed Private Equity

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...

Tom Berggren 10 August 2021
Digitalisation and growth
Carnegie Listed Private Equity

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...

Tom Berggren 6 July 2021
We prefer companies with extensive and strong track records
Carnegie Listed Private Equity

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...

Tom Berggren 4 June 2021
Good performance for Berkshire Hathaway, JAFCO, Blackstone and Intermediate Capital
Carnegie Listed Private Equity

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...

Tom Berggren 7 May 2021
Aurelius, KKR and Compass report strong profit growth
Carnegie Listed Private Equity

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%)...

Tom Berggren 12 April 2021