alternative investments

Magic Markets Ep114: Private Debt and Property in a Rising Rate Environment

Magic Markets2023-03-02T00:09:15+02:00

Regular listeners of Magic Markets have learnt a great deal about alternative investments and private deals, thanks to the various professionals at Westbrooke Alternative Asset Management who have joined us on the show. Richard Asherson and James Lightbody join us this week to update us on the UK market and the conditions under which the Westbrooke Yield Plus fund operates. The focus of the fund is capital preservation, and with it now turning 5 years old and having consistently delivered in the target return band of cash plus 5% to 7% in GBP, we wanted to go deeper into the success [...]

Magic Markets Ep114: Private Debt and Property in a Rising Rate EnvironmentMagic Markets2023-03-02T00:09:15+02:00

Magic Markets Ep103: Alternatives – The Wealth Management View

Magic Markets2022-11-23T19:41:43+02:00

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]

Magic Markets Ep103: Alternatives – The Wealth Management ViewMagic Markets2022-11-23T19:41:43+02:00

Magic Markets Ep99: What’s happening in the UK?

Magic Markets2022-10-26T22:04:48+02:00

In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions on the ground. The UK has been extremely topical this year and macroeconomic challenges are felt in private and public markets. Apart from asking whether his money was on Liz or the lettuce, we touched on a number of fascinating topics: • What does it mean to look for asymmetrical returns in a debt-led structure? • How do current rates in the UK compare to long-term averages? • What are the impacts of inflation on dealmaking and [...]

Magic Markets Ep99: What’s happening in the UK?Magic Markets2022-10-26T22:04:48+02:00

Magic Markets Ep94: The Westbrooke Portfolio

Magic Markets2022-09-21T22:22:38+02:00

Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as well as hedge against listed assets through achieving uncorrelated exposure. We’ve had a fantastic time learning about the various alternative asset strategies with Westbrooke. We've welcomed the team over several episodes since the first appearance on Episode 59. We’ve covered a great deal of ground since that show, so we thought it would be useful to our listeners to take a more holistic view and wrap this into a recap of some concepts while probing developments in the market so far [...]

Magic Markets Ep94: The Westbrooke PortfolioMagic Markets2022-09-21T22:22:38+02:00

Magic Markets Ep91: Investing in Solar

Magic Markets2022-08-31T22:50:51+02:00

In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar investment strategy. Clearly, this is an asset class that resonates with South Africans who are used to being in the dark. Ryan Rittoff and Saul Maserow are passionate about what they are doing. In typical Westbrooke fashion, the group is investing and gaining real-world experience in this space before opening it up to external investors. In the meantime, Westbrooke would love to chat to you if you have commercial or industrial solar projects that need funding. For more information on Westbrooke’s alternative asset [...]

Magic Markets Ep91: Investing in SolarMagic Markets2022-08-31T22:50:51+02:00

Magic Markets Ep87: Investing in Mobile Home Parks

Magic Markets2022-08-03T22:45:47+02:00

Investing in mobile home parks is a wonderful example of how far the definition of an alternative asset can be stretched. It sounds odd, yet when you dig into this asset, you’ll find that it is simply a different way of getting exposure to residential property. Westbrooke’s investments in this asset class have delivered strong USD-based returns. As we learnt on this show, some of the biggest names in the investment industry have exposure to this market, including Warren Buffett! Get any thoughts of Jerry Springer out of your mind and prepare yourself for a great learning experience with Jonathan Loeb [...]

Magic Markets Ep87: Investing in Mobile Home ParksMagic Markets2022-08-03T22:45:47+02:00

Magic Markets Ep81: Hybrid Capital

Magic Markets2022-06-23T00:01:51+02:00

The talented finance professionals at Westbrooke Alternative Asset Management have been doing a wonderful job of educating the Magic Markets audience about asset classes like private debt and venture capital. In the latest show, we welcome Dino Zuccollo and Richard Asherson back to Magic Markets to discuss the concept of “hybrid capital” – a debt-led private equity approach that uses different instruments to achieve a level of return between debt and equity. The key here is the combination of downside protection, a strong yield and equity upside in these investments. Westbrooke currently executes this strategy in the UK market. The content [...]

Magic Markets Ep81: Hybrid CapitalMagic Markets2022-06-23T00:01:51+02:00

Magic Markets Ep76: Private Equity – there’s more to investing

Magic Markets2022-05-18T23:17:35+02:00

On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in the middle. A successful private equity strategy is a hybrid of those concepts, with venture capital influences like growth and scale and public market influences like strong cash flows and solid assets. Each market is different. In South Africa, the private equity industry is based on relationships and the best deals are done in an elite club. In the UK, the market is far more welcoming to a new entrant and there is a wide network of [...]

Magic Markets Ep76: Private Equity – there’s more to investingMagic Markets2022-05-18T23:17:35+02:00

Magic Markets Ep73: (Ad)Venture Capital

Magic Markets2022-04-28T08:50:09+02:00

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to the show. Westbrooke’s venture capital strategies take advantage of early-stage investment opportunities with a global flavour, giving investors access to an asset class that is otherwise difficult to gain exposure to. In this show, we discuss an overview of venture capital and the ways in which it differs from investments in listed companies. This is a fascinating space that sits at the heart of the technological advancements that have changed our lives and continue to do so. [...]

Magic Markets Ep73: (Ad)Venture CapitalMagic Markets2022-04-28T08:50:09+02:00

Magic Markets Ep69: Investing in private debt

Magic Markets2022-03-31T00:50:37+02:00

You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of months. In Episode 69 of Magic Markets, we meet more of the team members, welcoming Jonti Osher and Richard Asherson to the show to delve into the fascinating world of private debt investments. Together with the Westbrooke team, we discussed the value of this asset class in a portfolio and how high-yield, uncorrelated returns can make a significant difference on a wealth creation journey. Westbrooke operates private debt funds in the UK and in South Africa, taking advantage of a gaping hole left by the [...]

Magic Markets Ep69: Investing in private debtMagic Markets2022-03-31T00:50:37+02:00

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