Factoring ESG in Investment Decisions
Factoring ESG in Investment Decisions The relationship between ESG criteria and investment returns is a growing topic of debate in the private asset sector. AltamarCAM has conducted a preliminary analysis to investigate whether there is a correlation between ESG scores and the financial performance of the underlying funds in your portfolio, and although no significant […]
Private Equity Cash Flows in Times of Upheaval
Private Equity Cash Flows in Times of Upheaval Buyouts experienced sharp falls in activity from peak to trough the year following the beginning of the dotcom bubble crisis, in 2001, and the GFC crisis, in 2009. Capital calls fell an average of about 50% from peak to trough while distributions declined between 60% and 82%. […]
AltamarCAM Partners fifth secondaries fund approaches €400M
AltamarCAM announced that its fifth Secondaries fund, ACP Secondaries 5, has raised ca. €400m, reaching about one third of the targeted size since the launch of the fund in late February. AltarmarCAM has been active in the secondaries markets for over 18 years. The firm is focused on generating alpha in the GP-led market and […]
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Werkstudenten im Asset Management
Analyst Finance Department
We are hiring! We are looking for an Analyst for the Finance department (Madrid office) Main Functions: Profile: If you are interested please send your CV and academic record to cv@altamarcam.com Subject: “Analyst Financial-Accounting Department”.
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Why look outside the stock market for alternatives to investing in high potential companies?
Marcel Rafart, Managing Director of Galdana Ventures, the Venture Capital division of AltamarCAM Partners, has been interviewed by journalist Bancha Chumchaivate for the Thai publication BTimes. During the interview Marcel provided an overview of Galdana Ventures, highlighting some of the companies in which Galdana is invested and the importance of having a well-diversified tech portfolio. […]
Asset Allocation in a Higher-for-Longer Interest Rate Environment
Asset Allocation in a Higher-for-Longer Interest Rate Environment As a result of the unrelenting increase in yields to maturity since the summer of 2020, the expected rate of return of fixed income portfolios has improved considerably. The aggressive interest rate hikes seen over the past 12 months have also enhanced the return of short-term money […]
Private Credit Strategies for Times of Dislocation
Private Credit Strategies for Times of Dislocation As uncertainty, tail risks, and macroeconomic weaknesses rise, the private credit markets could offer opportunities that savvy and skilled investors may be able to capture. Over the past 25 years, opportunities and returns in special situations and distressed debt have usually been the best1 in times of major […]
