Latest news with #European-focused
Yahoo
5 days ago
- Business
- Yahoo
Europeans pile into local ETFs at record rate, at expense of US stocks
By Iain Withers LONDON (Reuters) -European investors have put more money into local stock index-trackers so far in 2025 than in any full-year on record, with demand for defence funds booming, data shows, as President Donald Trump's erratic trade policy hits their appetite for U.S. shares. Investors had ploughed a net 39.4 billion euros ($46.2 billion) into European-focused Exchange Traded Funds (ETFs) domiciled in the region by the end of July - topping every full-year tally since 2008 when Morningstar first collected the data. Invest in Gold Thor Metals Group: Best Overall Gold IRA American Hartford Gold: #1 Precious Metals Dealer in the Nation Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase The net inflows in 2025 are up more than three-fold on last year's total, helping power the region's ETF market to 2.4 trillion euros in assets, according to Morningstar. In contrast, U.S.-focused ETFs have attracted 12.5 billion euros of net new money this year, down 40% on the same period in 2024 and the lowest tally for the period in three years. The trend towards picking local stocks has been visible across the biggest investment houses. U.S. investment giant BlackRock, the largest ETF provider, France's Amundi, Deutsche Bank's DWS and Switzerland's UBS have all seen strong local inflows, the Morningstar data shows. While U.S. stocks have rebounded to record highs after an initial sell-off following Trump's 'Liberation Day' trade tariffs on April 2, net inflows into European-focused ETFs have topped U.S.-focused funds every month this year except in January, according to the data. Global equity funds have also gained ground this year, with net inflows into European-domiciled products up 40% to 47.3 billion euros, while UK-focused ETFs have continued to struggle, suffering 1.2 billion euros of net outflows after a small inflow last year. Investors in the region have also backed defence-themed ETFs in huge numbers, as European countries race to rebuild their militaries. Europe-based security ETFs have pulled in 7.6 billion euros of net inflows so far this year, Morningstar said, more than three times the next biggest ETF category, artificial intelligence. Monika Calay, an analyst at Morningstar, said that unpredictable trade policy under President Trump had cooled European investors' appetite for U.S. funds, but added that they remained a big part of most portfolios. ($1 = 0.8535 euros) Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Malaysian Reserve
25-06-2025
- Business
- Malaysian Reserve
Marlin Equity Partners Closes Latest Fund Oversubscribed at Hard Cap
Marlin Heritage Europe III Significantly Exceeds Target and Secures €1 Billion, Over 50% More Than Prior Europe Fund Builds on Marlin's 20-Year Track Record Successfully Investing in Leading Software, Technology and Services Businesses LOS ANGELES and LONDON, June 24, 2025 /PRNewswire/ — Marlin Equity Partners ('Marlin'), a global investment firm with nearly $10 billion in capital commitments, today announced the final close of its third European fund, Marlin Heritage Europe III, SCSp ('Heritage Europe III' or the 'Fund'), at its €1 billion hard cap. The Fund was oversubscribed and significantly surpassed its target, receiving over 50 percent more in limited partner commitments than its predecessor. The Fund builds on Marlin's 20-year track record of successfully investing in leading software, technology and services businesses. The Fund received strong support from both existing and new investors globally, including public and private pensions, insurance companies, endowments, foundations, consultants and family offices. Consistent with previous funds, Heritage Europe III will seek to invest in high-potential software, technology and services companies that will benefit from Marlin's strong track record of accelerating growth and scaling businesses through go-to-market enhancements, product innovation, operational excellence and strategic M&A. To date, the Fund has already completed investments in Treasury Intelligence Solutions (TIS), Radar Healthcare, Napier AI and Didomi. 'We are thankful for the tremendous support we have received for Heritage Europe III, our largest European-focused fund yet,' said Peter Spasov, Co-President of Marlin. 'The success of this fundraise is a testament to the consistency of our investment approach, as well as our proven ability to scale strategic assets and deliver outcomes such that over 75% of our exits have been to strategic acquirers since the firm's inception. We are incredibly proud of the team, platform and culture we've built, which are based on our commitment to exceptional execution and collaborative approach as a firm. We look forward to further scaling our European business and to delivering strong returns for our investors.' 'Marlin has distinguished itself through its deep expertise in the European middle market, established in-region presence and ability to execute value-enhancing initiatives for its investors and portfolio companies,' added Jan-Olivier Fillols, a Senior Managing Director of Marlin. 'We are humbled by the confidence our growing base of LPs have placed in Marlin and believe we are well positioned to deliver on the compelling market opportunities ahead.' Since inception, Marlin has closed 13 funds and completed over 260 acquisitions. Kirkland & Ellis LLP served as legal counsel and UBS Group AG acted as exclusive private placement advisor and placement agent in the formation of Heritage Europe III. About Marlin Equity Partners Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors. Marlin's mission is to partner with exceptional management teams to drive scale and enhance long-term value in businesses through its deep domain expertise, extensive network and operational transformations focused on product innovation, go-to-market enhancements and strategic M&A. Founded in 2005, Marlin has completed over 260 acquisitions and raised 13 funds. The firm is headquartered in Los Angeles, California, with an additional office in London. For more information, please visit Logo – View original content:
Yahoo
10-06-2025
- Business
- Yahoo
Acer Tree Investment Management selects Edgefolio to support client base
The firm will leverage Edgefolio to increase their effectiveness in supporting their current clients, whilst supporting additional outreach efforts. LONDON, June 10, 2025 /PRNewswire/ -- Edgefolio today announced that Acer Tree Investment Management LLP ("Acer Tree"), a London-based alternative credit manager, is now live on Edgefolio's all-in-one fund marketing solution for hedge funds. The firm will now benefit from a CRM, data room, mailing tool, and fund reporting – all within a single, customisable platform. Acer Tree is a European-focused credit manager driven by in-depth, research-based credit selection. Their fundamental expertise enables conviction longs and shorts expressed through optimal risk-adjusted products, payout profiles, and strategies. Amid significant recent growth, Acer Tree sought to implement a platform that enables them to centralise their investor communications and manage their business development pipeline at scale whilst still offering a first-class investor experience. "We have been greatly impressed with the Edgefolio product, team and implementation," said Jonathan Bowers, CIO of Acer Tree. "Thanks to Edgefolio, we will now have a comprehensive solution that meets our evolving needs as we continue to scale." "Edgefolio supports a wide range of hedge funds, from large established firms with dedicated investor relations and marketing teams to managers looking to grow their investor base with maximum efficiency", said Rowen Pillay, CEO and Co-Founder, Edgefolio. "We are excited to help Acer Tree to scale their marketing and also give their investors the streamlined digital experience offered by all Edgefolio clients". About Acer Tree Investment ManagementFounded in 2019, Acer Tree specialises in European investment opportunities across the liquid credit universe in investment grade, high yield, leveraged loans, special situations, distressed and structured products. About EdgefolioEdgefolio delivers market leading SaaS technology for hedge funds, investment banks, and prime brokerages. Hedge funds use Edgefolio to digitise their fund marketing and investor relations through the investor portal, CRM, email campaigns, and data room with digital analytics and reporting. Banks and third-party marketers use Edgefolio to digitise their capital introductions and fund marketing operations, providing investor access to a fund repository with digital introduction requests, as well as CRM, content distribution and email marketing. Contact details Acer Tree Investment ManagementRobert EdgefolioAmelia WilkinsonMarketing Logo - View original content to download multimedia: SOURCE Edgefolio UK Limited
Yahoo
10-06-2025
- Business
- Yahoo
Acer Tree Investment Management selects Edgefolio to support client base
The firm will leverage Edgefolio to increase their effectiveness in supporting their current clients, whilst supporting additional outreach efforts. LONDON, June 10, 2025 /PRNewswire/ -- Edgefolio today announced that Acer Tree Investment Management LLP ("Acer Tree"), a London-based alternative credit manager, is now live on Edgefolio's all-in-one fund marketing solution for hedge funds. The firm will now benefit from a CRM, data room, mailing tool, and fund reporting – all within a single, customisable platform. Acer Tree is a European-focused credit manager driven by in-depth, research-based credit selection. Their fundamental expertise enables conviction longs and shorts expressed through optimal risk-adjusted products, payout profiles, and strategies. Amid significant recent growth, Acer Tree sought to implement a platform that enables them to centralise their investor communications and manage their business development pipeline at scale whilst still offering a first-class investor experience. "We have been greatly impressed with the Edgefolio product, team and implementation," said Jonathan Bowers, CIO of Acer Tree. "Thanks to Edgefolio, we will now have a comprehensive solution that meets our evolving needs as we continue to scale." "Edgefolio supports a wide range of hedge funds, from large established firms with dedicated investor relations and marketing teams to managers looking to grow their investor base with maximum efficiency", said Rowen Pillay, CEO and Co-Founder, Edgefolio. "We are excited to help Acer Tree to scale their marketing and also give their investors the streamlined digital experience offered by all Edgefolio clients". About Acer Tree Investment ManagementFounded in 2019, Acer Tree specialises in European investment opportunities across the liquid credit universe in investment grade, high yield, leveraged loans, special situations, distressed and structured products. About EdgefolioEdgefolio delivers market leading SaaS technology for hedge funds, investment banks, and prime brokerages. Hedge funds use Edgefolio to digitise their fund marketing and investor relations through the investor portal, CRM, email campaigns, and data room with digital analytics and reporting. Banks and third-party marketers use Edgefolio to digitise their capital introductions and fund marketing operations, providing investor access to a fund repository with digital introduction requests, as well as CRM, content distribution and email marketing. Contact details Acer Tree Investment ManagementRobert EdgefolioAmelia WilkinsonMarketing Logo - View original content to download multimedia: SOURCE Edgefolio UK Limited
Yahoo
04-06-2025
- Business
- Yahoo
European Residential Real Estate Investment Trust Announces Results of 2025 Annual Meeting
TORONTO, June 04, 2025 (GLOBE NEWSWIRE) -- European Residential Real Estate Investment Trust (TSX: ('ERES') announced today that, at its Annual Meeting of Unitholders held today, each of the items of business referred to in its management information circular dated April 10, 2025 (the 'Circular') were passed by a vote held by ballot. A total of 190,046,727 units and special voting units of ERES (collectively, 'Units') representing 81.07% of ERES's issued and outstanding Units were voted in connection with the meeting. The voting results for each item of business are as follows: Election of Trustees: Nominee Votes For % Votes For Votes Withheld % Votes Withheld Gina Parvaneh Cody 189,612,547 99.82% 341,826 0.18% Ira Gluskin 189,600,098 99.81% 354,275 0.19% Mark Kenney 183,619,750 96.67% 6,334,623 3.34% Gervais Levasseur 189,602,333 99.82% 352,040 0.19% Lisa Russell 189,613,658 99.82% 340,715 0.18% All nominees proposed in the Circular were elected as trustees. Re-Appointment of Auditors Votes For % Votes For Votes Withheld % Votes Withheld Ernst & Young LLP, Chartered Professional Accountants 189,712,920 99.82% 333,807 0.18% About ERES ERES is an unincorporated, open-ended real estate investment trust. ERES's REIT Units are listed on the TSX under the symbol ERES is Canada's only European-focused multi-residential REIT, with a current portfolio of high-quality, multi-residential real estate properties in the Netherlands. As at March 31, 2025, ERES owned 2,594 residential suites and ancillary retail space located in the Netherlands, and owned one commercial property in Germany and one commercial property in Belgium, with a total fair value of approximately €729.1 million. ERES's registered and principal business office is located at 11 Church Street, Suite 401, Toronto, Ontario M5E 1W1. For more information, please visit our website at For further information: ERES Mr. Mark Kenney Chief Executive Officer 416.861.9404 ERES Ms. Jenny Chou Chief Financial Officer 416.354.0188 in to access your portfolio
