Thoughts
This section of our website is devoted to our thinking on various topics relating to the asset management industry, private equity, markets and financial services in general. These pieces may be provocative, controversial, light-hearted or even sometimes trivial but we are a firm with strong views – especially in relation to the asset management and private equity sectors. You may not agree with everything we write here but hopefully, it is clear that we are passionate about what we do and believe that a healthy dialogue is always the best way to stimulate change for the better.
16th May 2022
The secret sauce to GP stake acquisitions
At Alderwood we have learned to be patient and thoughtful in our approach to GP […]
20th April 2022
Investing in asset managers:
Leveraged exposure to market beta?
Some allocators believe that owning an equity stake in an asset manager delivers a leveraged […]
25th October 2021
A rose by any other name
On 28 September 2021, Petershill Partners Plc listed on the London Stock Exchange with a market capitalisation […]
28th September 2021
The key to successful exits? Buy businesses you’d never want to sell
There is one aspect of PE style investing which still causes us some consternation – the […]
6th August 2021
No second chances
In any personal relationship, trust is fundamental. Here at Alderwood Capital, we offer a solution […]
28th May 2021
First Time Fund
“Oh….you’re a first time fund?” We may be a little naïve… The […]
7th April 2021
Lessons from the descent of BlueMountain.
The following article was written by Ryan Sinnott and published by The Financial Times in […]
29th March 2021
Different Worlds.
I’ve been in asset management for more than thirty years; much of it in […]
12th January 2021
1 + 1 = 1.5
As I get older – and perhaps more cynical, I find that the more the asset […]
8th January 2021
Vanity, sanity, reality
“Our greatest assets are our people” This is one of the most trite, overused phrases […]
27th October 2020
Umbrellas in the rain
“A banker is a fellow who lends his umbrella when the sun is shining and […]