Graviton_SA acquires majority stake in Portfolio Analytics Ltd

Graviton_SA has acquired a majority stake in #DFM Portfolio Analytics (PTY) Ltd. In addition to Portfolio Analytics’ clients and AUM, Graviton will also be gaining three key Analytics staff, including MD james towell. Justin Brown shares details from Graviton CEO Mark Duff CFP ®and Sanlam Investments CEO Carl Roothman, here. #assetmanagement #financenews #DFMs #financialadvisers https://lnkd.in/dwkvTqM4

Graviton_SA acquires majority stake in Portfolio Analytics (PTY) Ltd Graviton has acquired a majority stake in Portfolio Analytics – a market-leading discretionary fund manager (DFM) – bringing Portfolio Analytics into the Graviton stable. Portfolio Analytics was one of the first companies to enter the South African DFM market, originating from a management buyout of the Investec Analytics business in 2004. With expanded capabilities and reach, this acquisition further enables Graviton to support independent financial advisers in growing their practices and meeting their evolving client needs. Read more here: http://bit.ly/3HPEDRa #Graviton #FinancialAdvisers #PortfolioAnalytics #DFM #IFA

On 19 September, Life Science REIT (LABS) announced the outcome of its strategic review: rather than continue to accept bids it deemed undervalued, the Board will pursue an orderly managed wind-down of the fund. #Assets will be realised over the next 12–18 months, with proceeds returned to shareholders. The decision follows a review process where offers for the company did not reflect the Board’s assessment of underlying value. The situation highlights the challenges Life Science assets can face in the current market backdrop — it’s often far harder to sell the idea of a specialist R&D facility than, say, a straightforward block of PBSA! #LifeSciences #REIT #UKRealEstate #ListedMarkets #PERE #RealAssets

Carta enters LP Portfolio Analytics through acquisition of Accelex Today, we welcome Accelex to Carta. I’m delighted to have advised on the acquisition and to grow our European presence with new Cartans joining us largely in London and Paris. From the first meeting, it was clear the team had built something special and we're stronger as one. We’re delivering on our promise of end-to-end visibility, audit-ready analytics, and true reporting automation across all alternative asset investments. LP Portfolio Analytics transforms unstructured investment documents and fund data into structured, actionable insights. Integrating Fund Admin and LP Portfolio Analytics will allow us to take this even further with real time data. A huge congratulations to founding team Michael Aldridge Franck Vialaron Phillip Mortimer and the entire crew. + incredible work from our corporate development and R&D teams here at Carta to bring us together Davis Thacker Ryan Durkin Shubhi Nigam Aditya (Adi) Mantri Craig Gurnik Vrushali Paunikar David MacFarlane Sharanya Venkat Rachel Gress More from our CEO Henry Ward in our announcement below 👇

It’s not a new idea to want to build wealth by investing in private markets. What’s new is where and how you can access those alternative investments today. Enter Templum. We have partnered with SoFi to bring private market and alternative investments to SoFi investors, where a whole class of investors have gotten exposure to private companies like xAI, SpaceX, and others. Learn more below. #Templum #SoFi #privatemarketsinvesting #alternatives #accreditedinvestors

“Continuation vehicles will become a natural part of the toolkit for small- and mid-market GPs.” — Richard Wilmes, Partner and Head of Secondaries at Golding Capital Partners Following the €510 million close of Golding Secondaries 2022, nearly double the size of its predecessor, Richard Wilmes shared his outlook on the evolving small- and mid-cap secondaries market with Secondaries Investor. “We see that almost all sponsors nowadays are actively contemplating what they could do in that market, which means that the number of opportunities to look at is very large.” Golding’s latest fund will continue its focus on resilient sectors such as technology, business services, industrials, and healthcare — investing €5 million to €50 million per transaction — and maintaining its strategy of simplicity, transparency, and company-level understanding. Wilmes predicts continued growth in the GP-led market: “It’s going to be a natural component of the toolkit of a GP, particularly in this small- and mid-cap space where there’s more runway for the company still to grow.” Golding’s approach reflects a broader trend: as the secondaries market matures, #continuationvehicles (CVs) are becoming a standard mechanism for GPs seeking to extend value creation and provide liquidity in a challenging exit environment. Link in comments.

Member news 💫 Weightmans has advised Veridox, the AI-powered fraud detection platform, on its £1M funding round led by Outward VC and supported by Solo Investments Holdings Ltd. Led by partner David H., this landmark deal highlights the strength of their Manchester corporate team and growing presence in VC & private equity. Read more here: https://lnkd.in/e2uFd7Ae

Equity long/short has evolved over 75 years into a diverse ecosystem: from sector specialists and market neutral stock selectors to large multi-PM platforms. Aurum’s latest hedge fund strategy primer looks at what unites these funds and what separates them — from financing considerations and manager architecture to turnover, style biases and regional nuances. For allocators, the edge lies in recognising which flavour of equity long/short you are really buying, what risks are embedded, and how it has historically behaved when the tide turns. Read the full primer: https://bit.ly/4ntCutL #HedgeFunds #EquityLongShort #assetmanagement

Equity long/short has always been one of the most adaptable hedge fund strategies; but its diversity is often underestimated. From sector-focused specialists to multi-PM platforms, what looks like the same “strategy” on the surface can behave very differently in practice. Aurum’s latest strategy primer does a great job of breaking down the common threads and distinct varieties of equity long/short. Highly recommend giving it a read.