Investment
Alexander Dennis – a case study of how family offices can make serious money from old-economy companies
Scottish bus manufacturer Alexander Dennis was one of Souter Investments’ first deals, plucked out…
Souter Investments – a lesson in direct private equity investing
It’s not unusual for a family office to stay close to the business that generated its wealth, while…
This week’s family/private investment office deals
Post IPO funding
The family office investment primer: Trading volatility to hedge market exposure
After leaping out of the starting gate in March 2009, US equities remain on a bull run which is the longest,…
This week’s family/private investment office deals
Post-IPO Equity
Family investment primer – Listed small-caps fade as venture dominates
Forty years ago, in June 1979, Rolf Banz sent his first draft of research to the Journal of Financial…
More family offices are pursuing corporate activism – and improving their returns
When confronted with problems in the stewardship of their business interests, the vast majority of family…
A list of family office corporate activism actions
More often than not, family offices become reluctant activists following extended periods of frustration,…
This week’s family/private investment office deals
Private Equity
This is the country that attracts the most cross-border family office venture investment
Capital from families mostly stays at home. Even billionaire families keep most of their capital at home.
The latest tech innovation attracting private investment groups – quantum computing
The near sci-fi world of quantum computing is fast becoming the latest tech innovation attracting serious…
This week’s family/private investment office deals
Private equity
Research on PE fund performance plays into the family office direct investment narrative
Berkshire Hathaway's Warren Buffett once remarked: “Diversification is protection against ignorance.