Investment Perspectives


The 2021 Small and Emerging Managers Conference continues to advance the alternatives industry by providing a clear assessment of where it is today and identifying some of the forces driving change.

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In this fourth and final installment, we look at a variety of opportunities we are seeing across absolute return strategies today.

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Here, we discuss another component of a well-designed cybersecurity framework: readiness and mitigation –steps that help to effectively respond to a cyberattack and mitigate potential impact and/or losses.

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Buyouts Insider’s October 2021 Deal Sourcing in the Mid-Market Special Report includes a keynote interview by GCM Grosvenor’s co-investment team, detailing the importance and process of sourcing the right deals, choosing the right co-invest partner, and highlighting GCM Grosvenor’s experience in doing both.

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Here, we evaluate cybersecurity preparedness, highlighting some of the key prevention measures we look for in asset managers in today’s environment.

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We discuss the different ways investors can think about their allocations and compare case studies of how clients have categorized multi-asset investments.

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In this installment, we present our view that top decile hedge fund managers remain among the best available investments globally, without regard to the name “hedge fund.” We also look at how top managers continue to attract talent and capital, while underperforming managers contract, underscoring the importance of manager selection.

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In the first part of the series, we looked at how traditional assets are facing headwinds for future returns from factors such as near-record valuations, historically low interest rates and credit spreads, and elevated risks. In the second part of the series we observe that, despite these challenges for traditional investments, tailwinds exist that we believe can contribute to alpha within absolute return strategies.

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In the series, “The Case for Absolute Return Strategies” we discuss why we believe ARS investments are important components of a properly diversified portfolio. In this post, we look at indicators of how traditional asset markets are highly valued and future returns appear constrained.

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We explore the growth and evolution of the secondary market, compare complex non-traditional transactions with traditional secondaries, and discuss the importance of a robust platform of manager relationships to access GP-led deals. Refreshed with 2020 data.

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Alternative investment asset class categories are effective for asset allocation purposes, but can block opportunities. We look at how investors with flexible mandates can access sources of return by pursuing opportunities that strict-mandate investors cannot.

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As institutional investors crowd into alternatives in search of returns and diversification, the search for alpha becomes more challenging. One idea that investors might consider: Maybe it’s not what you’re investing in, but who you’re investing with.

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Amid a boom in private infrastructure, investors are considering various approaches to access the asset class. We believe a well-curated portfolio of co-investment opportunities can deliver the broadest access and offer the greatest potential to meet investors’ return expectations.

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The telecommunications sector represents a compelling infrastructure opportunity. Here, we highlight some market developments that are impacting digital infrastructure, explore positive characteristics of each subsector, and share insights from our pipeline of current opportunities.

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We believe the current market environment supports the case for active management generally and prudent, less market-sensitive investment strategies implemented by hedged strategies. Here, we provide a brief overview of the year so far and explore where potential opportunities exist.

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Many investors want to incorporate investments with diverse managers into their portfolios — but the implementation can present a variety of challenges. Our private equity diverse manager investment team outlines what it takes.

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We explore some challenges and unforeseen benefits of performing remote due diligence, and discuss what we believe makes a well-resourced, sophisticated investor properly positioned to conduct due diligence in this environment.

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As market dislocations evolve, compelling opportunities have emerged across assets, including credit, equities, and sub-segments of the private capital markets. We share how a flexible, multi-asset class approach seeks to capitalize on current and future dislocations and deliver attractive risk-adjusted returns.

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As the COVID-19 pandemic continues to disrupt the global economy, many private equity general partners are approaching their limited partners with proposed amendments designed to provide funds with added flexibility to deploy capital. Here, we discuss these amendments and how best to evaluate them.

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The global COVID-19 pandemic has significantly affected the economy, financial markets and individuals around the world. During and following such market downturns, an increased number of LPs and GPs face pressure to raise liquidity at the same time that traditional avenues tend to freeze up. Here, we review what’s happening in the secondary marketplace in response to the crisis and highlight the compelling secondary opportunities.

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Institutions seeking long-term yields may consider increasing their infrastructure allocation to capitalize on the strategy’s tailwinds — particularly those U.S. institutions who have committed less capital to the strategy compared to their non-U.S. peers.

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As the current market cycle matures, investors should look back at historical peaks – and ensuing fallouts – to better understand today’s private equity market. Here, we provide five considerations for creating a balanced private equity program for any market cycle.

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In seeking opportunities in a growing market, private equity co-investors need broad access to deals, and selection of these deals can be a matter of both manager quality and individual deal potential. We explain why diligence on both fronts is imperative.

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Watch the video to learn more about how our Strategic Investments Group seeks to capitalize on compelling risk-adjusted return opportunities by leveraging the full power of our platform.

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Despite a challenging fixed income environment, we see a wide range of investment opportunities in the non-traditional portion of the global credit markets. Here, we explore some of the attributes that can drive value in opportunistic credit and outline key investment themes that address the current headwinds for fixed income and credit investors.

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Getting infrastructure deals across the finish line can be challenging. Three GCM Grosvenor experts with key stakeholder perspectives – labor, government and private capital – discuss how to gain the necessary buy-in for successful projects.

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Two GCM Grosvenor professionals discuss the importance of performing operational due diligence (“ODD”) in seeking to mitigate uncompensated risks, highlighting key elements of an effective ODD program.

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In assessing the global need for new or improved infrastructure, we believe there is a compelling opportunity for private investors with a long-term horizon.

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An increasing number of investors have begun to embrace a multi-asset approach to alternative investing; we discuss the benefits, differences and commonly asked questions of this approach.

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