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Taking the long view in investment management

Small institutional and sophisticated individual investors are emulating their larger peers: they are turning their attention ever-more towards the long term. Among the catalysts for this trend are higher volatility in public markets, persistently low interest rates and ongoing geopolitical uncertainty. 

 

Such a backdrop also pinpoints the need for diversification and a carefully considered investment strategy. Many of these investors are therefore seeking opportunities to invest in private markets and, in particular, private equity. Demand is high and is likely only to get higher in the coming years. 

 

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But the asset class is complex and traditionally hard to enter. Titanbay’s Adam Harrison, Chief Commercial Officer, and Alex Bozoglou, Head of Investments, recently spoke with Raconteur for the Sunday Times Wealth & Asset Management Report. They discuss how smaller investors may be able to access private equity in a similar way to their bigger counterparts amid this challenging environment. 

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The views, opinions and estimates expressed herein constitute personal judgments of certain members of the Titanbay Ltd. (Titanbay) team based on current market conditions and are subject to change without notice.  This information in no way constitutes Titanbay research and should not be treated as such. Titanbay does not make investment recommendations, and no communication, including this document, should be construed as a recommendation for any security offered on or off the Titanbay investment platform. The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment in any jurisdiction. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production.

 

This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, investors should make an independent assessment of the legal, regulatory, tax, credit and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. It should be noted that investment in private placements involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Past performance is not indicative of future results. Non-affiliated entities mentioned are for informational purposes only and should not be construed as an endorsement or sponsorship of Titanbay.

Titanbay Ltd. is a limited liability company incorporated in England and Wales with registered number 12175760.  The registered office is at 25 Green Street, London, W1K 7AX. Titanbay Ltd. is an Appointed Representative of Brooklands Fund Management Limited which is authorised and regulated by the Financial Conduct Authority with firm reference number 757575.