Investment Opportunities in Evergreen Funds
Investment Opportunities in Evergreen Funds
Data Centers at the Forefront of the Technological Revolution
Data Centers at the Forefront of the Technological Revolution Infrastructure has always been crucial to prosperity and societal progress. Today is no exception: the digitalization of the economy is becoming the next industrial revolution, driven by the explosion of computing demand to enable the development of artificial intelligence, automation, data sovereignty, and security. Together, these […]
Private Debt Market Review: Separating Media Noise from Structural Fundamentals
Private Debt Market Review: Separating Media Noise from Structural Fundamentals Recent weeks have seen a renewed wave of scrutiny on private debt markets, driven by a combination of idiosyncratic credit events, liquidity dynamics in semi-liquid vehicles, and broader macroeconomic uncertainty. Headlines have increasingly questioned the resilience of the asset class in a context defined by […]
The Evolution of GP-Led Secondaries: What the Latest Data Reveals
The Evolution of GP-Led Secondaries: What the Latest Data Reveals The continuation vehicle (“CV”) market gradually matures, and newly expanded datasets now provide stronger empirical support for many of the early theses surrounding CV performance. Recent public reports indicate that CVs tend to exhibit lower return volatility and competitive vintage‑year performance against buyout funds, particularly […]
Currency Hedging in Alternative Investment Funds
Currency Hedging in Alternative Investment Funds In an environment marked by structural currency volatility, managing exchange rate risk is key to preserving investment value. At AltamarCAM, our hedging approach seeks to protect returns while maintaining flexibility and cost efficiency—balancing discipline with adaptability across different market cycles. The impact of currency movements varies significantly across asset […]
Is the IPO landscape improving?
Is the IPO Landscape Improving? After nearly three years of subdued activity, the global IPO market is stirring again. The change hasn’t come in a single wave but rather as a series of steady ripples—each quarter slightly stronger than the one before. The first half of 2025 saw a modest rebound in listings and proceeds, […]
Beyond the Noise: Buyout Valuations Amid Public Market Volatility
Beyond the Noise: Buyout Valuations Amid Public Market Volatility A common question from the investor community is how movements in the public markets affect buyout valuations. Some investors may even question whether valuations in buyout funds are fair, especially in times of market and macro-economic instability like this one. Further scrutiny comes from the fact […]
Digital Infrastructure: A Strategic Catalyst for Digitalization of the Economy and AI Adoption
Digital Infrastructure: A Strategic Catalyst for Digitalization of the Economy and AI Adoption Digital infrastructure is fast becoming one of the most critical enablers of modern economic development. From powering everyday communication and remote work to enabling the scale-up of artificial intelligence and cloud computing, digital infrastructure underpins the transformation of how societies and businesses […]
Asset Based Lending: A Collateral Story – Video
Asset Based Lending: A Collateral Story In this video, our Managing Partner, José María Fernández, offers an overview of the Asset Based Lending investment strategy and highlights why it presents a compelling opportunity in today’s market environment. https://youtu.be/i_vnFFwY2uM IMPORTANT NOTICE: This document has been prepared by Altamar CAM Partners S.L. (together with its affiliates “AltamarCAM“) […]
AltamarCAM’s Views on the Impact of Tariffs in Private Equity
AltamarCAM’s Views on the Impact of Tariffs in Private Equity Following the aftermath of Covid-19, the war in Ukraine, and interest rate hikes triggered by high inflation, we are now facing a new macroeconomic uncertainty: the imposition of tariffs by the U.S. to many countries and the potential impact this could have on global economic […]
