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Tim Facer

@trystram.bsky.social
43 followers 79 following 111 posts

Private investor: #FamilyOffice • #PrivateEquity • #PrivateCredit • #VC • #ActivistInvestor • #CorpGov • #HedgeFunds • #ImpInv

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Tim Facer @trystram.bsky.social · 16/01/2026
Private Equity Sees Slim Prospects for Big Rebound in Fundraising This Year Dealmaking is back for buyout firms, but there is little optimism that fundraising will make up for 2025’s dismal results www.wsj.com/articles/pri...
wsj.com
Private Equity Sees Slim Prospects for Big Rebound in Fundraising This Year
Dealmaking is back for buyout firms, but there is little optimism that fundraising will make up for 2025’s dismal results.
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Tim Facer @trystram.bsky.social · 27/07/2025
Investors Are Flocking to the Stock Market’s Discount Rack Pricey tech heavyweights send some individuals in search of bargains www.wsj.com/finance/stoc... via @wsj.com
wsj.com
Investors Are Flocking to the Stock Market’s Discount Rack
Pricey tech heavyweights are sending some individual investors in search of bargains.
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Tim Facer @trystram.bsky.social · 27/07/2025
Two lesser-known factors behind David Swensen’s success at Yale The nurturing of in-house talent and close partnerships with external managers helped drive returns on.ft.com/46tjWUR via @financialtimes.com
on.ft.com
Two lesser-known factors behind David Swensen’s success at Yale
The nurturing of in-house talent and close partnerships with external managers helped drive returns
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Tim Facer @trystram.bsky.social · 19/06/2025
Who are the world’s best investors? The answer is not hedge funds or quant shops or short-sellers economist.com/finance-and-... via @economist.com
economist.com
Who are the world’s best investors?
The answer is not hedge funds or quant shops or short-sellers
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Tim Facer @trystram.bsky.social · 14/06/2025
UK’s Metro Bank attracts takeover interest from private equity London-based Pollen Street Capital made an approach to the UK challenger bank in recent weeks www.ft.com/content/14eb... via @ivanlevingston.bsky.social @alexandraheal.bsky.social @ortenca.bsky.social @financialtimes.com #PrivateEquity
ft.com
UK’s Metro Bank attracts takeover interest from private equity
London-based Pollen Street Capital made an approach to the UK challenger bank in recent weeks
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Tim Facer @trystram.bsky.social · 25/05/2025
Four Books Sound the Alarm About the Power of Private Equity www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
wsj.com
Four Books Sound the Alarm About the Power of Private Equity
Private-managers now influence the U.S. economy and politics in ways few Americans understand.
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Tim Facer @trystram.bsky.social · 25/05/2025
on.ft.com/4jtQ4e4 SoftBank’s Masayoshi Son floats idea of US-Japan sovereign wealth fund via @urbandirt.bsky.social @davidkeo.bsky.social Demetri Sevastopulo @financialtimes.com
on.ft.com
SoftBank’s Masayoshi Son floats idea of US-Japan sovereign wealth fund
Washington and Tokyo discuss possibility of fund that would make large-scale US tech and infrastructure investments
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Tim Facer @trystram.bsky.social · 23/05/2025
The delusion of private equity IRRs The dumbest PE performance metric still bamboozles some investors on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity
on.ft.com
The delusion of private equity IRRs
The dumbest PE performance metric still bamboozles some investors
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Tim Facer @trystram.bsky.social · 23/05/2025
Can anything stop America’s superstar hedge funds? Citadel and other giant funds have remade public markets www.economist.com/special-repo... via @economist.com #HedgeFunds
economist.com
Can anything stop America’s superstar hedge funds?
Citadel and other giant funds have remade public markets
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Tim Facer @trystram.bsky.social · 23/05/2025
What it means to be illiquid Investors are learning how hard it is to get money out of private equity and venture capital www.economist.com/special-repo... via @economist.com #PrivateEquity #VC
economist.com
What it means to be illiquid
Investors are learning how hard it is to get money out of private equity and venture capital
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Tim Facer @trystram.bsky.social · 10/05/2025
The Giants of Silicon Valley Are Having a Midlife Crisis Over AI Apple, Facebook, Google and Tesla are all facing the ‘innovator’s dilemma’ at the same time www.wsj.com/tech/ai/the-... via @timhiggins.bsky.social @wsj.com
wsj.com
The Giants of Silicon Valley Are Having a Midlife Crisis Over AI
Apple, Facebook, Google and Tesla are all facing the “innovator’s dilemma” at the same time.
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Tim Facer @trystram.bsky.social · 24/04/2025
on.ft.com/42KorGW Is this still the Asian century? The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern via @urbandirt.bsky.social @financialtimes.com
on.ft.com
Is this still the Asian century?
The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern
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Tim Facer @trystram.bsky.social · 02/04/2025
The death of the Yale Model? on.ft.com/42t9IRW via @robinwigglesworth.ft.com @financialtimes.com
on.ft.com
The death of the Yale Model?
Alternative tales of investment returns
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Tim Facer @trystram.bsky.social · 22/03/2025
Can the dollar remain king of currencies? on.ft.com/4hBkSIJ via @financialtimes.com
on.ft.com
Can the dollar remain king of currencies?
The greenback’s global dominance was forged on trade, alliances and institutions — now that era is at risk of drawing to a close
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Tim Facer @trystram.bsky.social · 21/03/2025
Index Ventures provided $3.5 million in original seed money to the cybersecurity startup that became Wiz. That funding earned a 250-fold return this week. www.wsj.com/business/ent... via @wsj.com #VC
wsj.com
Exclusive | Google’s Cybersecurity Deal Spins Tiny Investment Into $4 Billion Windfall
Index Ventures is set to earn a 250-fold return on its seed money in a startup that Google has agreed to buy.
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Tim Facer @trystram.bsky.social · 12/03/2025
Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds
bloomberg.com
Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War
Multistrategy hedge funds are facing their biggest challenge since the early days of the pandemic amid a market selloff that’s forcing them to unwind crowded trades at a ferocious clip.
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Tim Facer @trystram.bsky.social · 08/03/2025
Hedge fund leverage is rising as a concern for regulators The huge bets on what is known as the cash-futures basis trade could amplify market shocks on.ft.com/3XC709R via @tobyn.bsky.social @financialtimes.com #HedgeFunds
on.ft.com
Hedge fund leverage is rising as a concern for regulators
The huge bets on what is known as the cash-futures basis trade could amplify market shocks
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Tim Facer @trystram.bsky.social · 07/03/2025
The hidden dangers of family offices www.ft.com/content/147a... via @owenwalker0.ft.com @joshspero.ft.com @financialtimes.com #FamilyOffice
ft.com
The hidden dangers of family offices
Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse
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Tim Facer @trystram.bsky.social · 06/03/2025
Apollo, Blackstone lead perpetual capital rush pitchbook.com/news/article... via @pitchbook.bsky.social #PrivateEquity
pitchbook.com
Apollo, Blackstone lead perpetual capital rush - PitchBook
Apollo Global Management and Blackstone each reached nearly half a trillion dollars in perpetual capital assets last year.
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Tim Facer @trystram.bsky.social · 05/03/2025
Private equity industry shrinks for the first time in decades Assets under management fell 2% last year as investors pull back from investing in sector www.ft.com/content/c7ac... via @financialtimes.com #PrivateEquity
ft.com
Private equity industry shrinks for the first time in decades
Assets under management fell 2% last year as investors pull back from investing in sector
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Tim Facer @trystram.bsky.social · 16/02/2025
The New Survival Guide for Private Equity: Go Big or Get Back to Basics The list of private-equity firms struggling to raise money is growing www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
wsj.com
The New Survival Guide for Private Equity: Go Big or Get Back to Basics
Successful firms are increasingly split between behemoths with several business lines and those focusing on their roots of buying companies.
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Tim Facer @trystram.bsky.social · 12/02/2025
on.ft.com/3QeT6q8 SoftBank falls to $2.4bn loss amid plans for huge AI investments
on.ft.com
SoftBank falls to $2.4bn loss amid plans for huge AI investments
Japanese tech group hit by underperformance in its Vision Fund portfolios
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Tim Facer @trystram.bsky.social · 11/02/2025
TPG Sets High Fundraising Sights for 2025 The roughly $246 billion private markets firm aims to double its managed assets www.wsj.com/articles/tpg... via @wsj.com #PrivateEquity
wsj.com
TPG Sets High Fundraising Sights for 2025
Private-equity firm TPG is setting up for a banner fundraising year in 2025 with a goal of doubling its managed assets over the next several years.
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Tim Facer @trystram.bsky.social · 11/02/2025
What next for the private equity minnow? Smaller buyout funds that struggle to raise new money face unappealing options on.ft.com/4jQ6U8d via @financialtimes.com #PrivateEquity
on.ft.com
What next for the private equity minnow?
Smaller buyout funds that struggle to raise new money face unappealing options
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Tim Facer @trystram.bsky.social · 10/02/2025
For CEOs and Bankers, the Trump Euphoria Is Fading Fast Deals market gets curtailed by the uncertainty delivered in president’s first weeks www.wsj.com/business/dea... via @wsj.com
wsj.com
For CEOs and Bankers, the Trump Euphoria Is Fading Fast
Deals market gets curtailed by the uncertainty delivered in the president’s first weeks.
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Tim Facer @trystram.bsky.social · 08/02/2025
Activist hedge fund Elliott builds stake in struggling BP US investor could force UK oil company to refocus on core fossil fuels business after foray into green energy on.ft.com/42MHthx via @financialtimes.com #HedgeFunds #ActivistInvestor
on.ft.com
Activist hedge fund Elliott builds stake in struggling BP
US investor could force UK oil company to refocus on core fossil fuels business after foray into green energy
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Tim Facer @trystram.bsky.social · 07/02/2025
Private-Equity Managers Persevere in Pitching First-Time Funds Despite a rough environment, a growing pipeline of independent sponsors is expected to launch debut funds in coming years, investors and placement agents say www.wsj.com/articles/pri... via @wsj.com #PrivateEquity
wsj.com
Private-Equity Managers Persevere in Pitching First-Time Funds
Despite a rough environment, a growing pipeline of independent sponsors is expected to launch debut funds in coming years, investors and placement agents say.
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Tim Facer @trystram.bsky.social · 04/02/2025
Apollo Eyes ‘Industrial Renaissance’ After Investing Record $222 Billion Last Year The firm recently acquired an infrastructure fund manager to expand its reach in industries such as renewable energy and power www.wsj.com/articles/apo... via @wsj.com #PrivateEquity
wsj.com
Apollo Eyes ‘Industrial Renaissance’ After Investing Record $222 Billion Last Year
Apollo Global Management invested a firm record of $222 billion last year as the credit specialist sees increased opportunities to finance infrastructure developers in what it calls a “global industri...
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Tim Facer @trystram.bsky.social · 04/02/2025
KKR Raises Its Direct Stakes in Three Companies The firm said it would increase its investment in the companies by $1.1 billion in total as part of its unusual strategy of taking long-term stakes in businesses it likes www.wsj.com/articles/kkr... via @wsj.com #PrivateEquity
wsj.com
KKR Raises Its Direct Stakes in Three Companies
The firm said it would increase its investment in the companies by $1.1 billion in total as part of its unusual strategy of taking long-term stakes in businesses it likes.
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Tim Facer @trystram.bsky.social · 31/01/2025
`Tidal Wave of Deals' Is Poised to Buoy Private Equity (video) www.bloomberg.com/news/videos/... via @bloomberg.com #PrivateEquity
bloomberg.com
`Tidal Wave of Deals' Is Poised to Buoy Private Equity
Matt Swain, head of direct placements and secondaries at Houlihan Lokey, says private equity firms are poised to reap a bonanza. Many investors are overallocated to public markets, he says on "Bloombe...
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Tim Facer @trystram.bsky.social · 31/01/2025
Private equity returns overtook those offered by private credit in the third quarter, according to data from State Street, in what some see as a sign of a longer-term rebalancing between the two markets www.bloomberg.com/news/article... via @bloomberg.com #PrivateEquity #PrivateCredit
bloomberg.com
Private Equity Returns Overtake Private Credit in Rebalancing
Private equity returns overtook those offered by private credit in the third quarter, according to data from State Street Corp., in what some see as a sign of a longer-term rebalancing between the two...
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Tim Facer @trystram.bsky.social · 28/01/2025
Private-Equity Buyers See Signs of Life for Physician Practice Deals Nascent signs of renewed investor interest in physician practice deals could bolster private-equity exits in 2025 www.wsj.com/articles/pri... via @wsj.com #PrivateEquity
wsj.com
Private-Equity Buyers See Signs of Life for Physician Practice Deals
Nascent signs of renewed investor interest in physician practice deals could bolster private-equity exits in 2025.
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Tim Facer @trystram.bsky.social · 27/01/2025
Secondhand trades for private-markets funds handily topped $150 billion in 2024, thanks partly to strong demand from private-equity investment vehicles aimed at individual investors, secondary advisers say www.wsj.com/articles/pri... via @wsj.com #PrivateEquity
wsj.com
Private-Market Secondary Deals Hit Record Levels in 2024
Secondhand trades for private-markets funds handily topped $150 billion in 2024, thanks partly to strong demand from private-equity investment vehicles aimed at individual investors, secondary adviser...
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Tim Facer @trystram.bsky.social · 26/01/2025
Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins Venture-capital firms are bringing AI and dealmaking to accounting, property management and other unglamorous fields www.wsj.com/finance/inve... via @wsj.com #VC
wsj.com
Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins
Venture-capital firms are bringing AI and dealmaking to accounting, property management and other unglamorous fields.
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Tim Facer @trystram.bsky.social · 25/01/2025
‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies High interest rates and thrifty consumers pushed record number of portfolio companies into bankruptcy last year on.ft.com/40nQpXS via @willschmitt.bsky.social @pollard.bsky.social @financialtimes.com #PrivateEquity
on.ft.com
‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies
High interest rates and thrifty consumers pushed record number of portfolio companies into bankruptcy last year
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Tim Facer @trystram.bsky.social · 23/01/2025
Asia hedge funds rebounded in 2024, with many posting double-digit gains www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds
bloomberg.com
Asia Hedge Funds Post Biggest Annual Returns Since the Pandemic
Asia hedge funds rebounded in 2024, with many posting double-digit gains as China stocks recovered, Japan’s equity rally hit new heights and some managers reached further afield for profitable trades.
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Tim Facer @trystram.bsky.social · 23/01/2025
Asset sales at EQT jump to $11bn in sign of industry recovery Surge in sales and cash deployment at private equity firm follows years of companies struggling to exit investments on.ft.com/4as0cki via @financialtimes.com #PrivateEquity
on.ft.com
Asset sales at EQT jump to $11bn in sign of industry recovery
Surge in sales and cash deployment at private equity firm follows years of companies struggling to exit investments
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Tim Facer @trystram.bsky.social · 21/01/2025
Thoma Bravo Gathers $3.6 Billion for Private Loans www.wsj.com/articles/tho... via @wsj.com #PrivateCredit #PrivateEquity
wsj.com
Exclusive | Thoma Bravo Gathers $3.6 Billion for Private Loans
The firm is focusing on senior debt deals with enterprise-software makers as it invests its third credit fund.
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Tim Facer @trystram.bsky.social · 20/01/2025
Companies should step off the quarterly report treadmill This system is not just burdensome, it is potentially damaging to market dynamism on.ft.com/4jh6wiR via @financialtimes.com
on.ft.com
Companies should step off the quarterly report treadmill
This system is not just burdensome, it is potentially damaging to market dynamism
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Tim Facer @trystram.bsky.social · 20/01/2025
Hedge-Fund Fees Eat Up Half of Clients’ Profits Over the past two decades, fees have amounted to more than 50% of gross gains, LCH research finds www.wsj.com/finance/inve... via @wsj.com #HedgeFunds
wsj.com
Hedge-Fund Fees Eat Up Half of Clients’ Profits
Investors in hedge funds often gripe about high fees. A new report puts the problem in sharp relief.
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Tim Facer @trystram.bsky.social · 18/01/2025
Buffett-chasing tycoons will need to prove their own mythology Public markets today rarely offer bargains — the Oracle of Omaha built his edifice some 60 years ago www.ft.com/content/48fa... via @financialtimes.com
ft.com
Buffett-chasing tycoons will need to prove their own mythology
Public markets today rarely offer bargains — the Oracle of Omaha built his edifice some 60 years ago
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Tim Facer @trystram.bsky.social · 18/01/2025
The Year That Hedge Funds Got Their Mojo Back Stock pickers were able to shine in 2024, while esoteric markets such as Argentine debt and crypto bankruptcy claims also yielded opportunities www.wsj.com/finance/inve... via @wsj.com #HedgeFunds
wsj.com
The Year That Hedge Funds Got Their Mojo Back
In a year when everything seemed to go up, the industry generated some of its strongest returns in a decade. Was 2024 a real turning point?
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Tim Facer @trystram.bsky.social · 17/01/2025
Buyout exit values drop to 5-year low in 2024 — analysis www.pionline.com/private-equi... via @pionline.bsky.social #PrivateEquity
pionline.com
Buyout exit values drop to 5-year low in 2024 — analysis
The combined value of global buyout exits plummeted to a five-year low of $392.5 billion in 2024, according to S&P Global Market Intelligence analysis of Preqin data.
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Tim Facer @trystram.bsky.social · 16/01/2025
Point72's new AI fund near $1.5 bln after double-digit returns, sources say www.reuters.com/markets/poin... via @reuters.com #HedgeFunds
reuters.com
Point72's new AI fund near $1.5 bln after double-digit returns, sources say
Steven Cohen's Point72 Asset Management's new artificial intelligence (AI)-focused fund posted a 14% gain after launching just three months ago, growing the fund to nearly $1.5 billion, according to sources familiar with the matter.
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Tim Facer @trystram.bsky.social · 16/01/2025
Private equity firms’ strategy of shuffling assets to buy more time for investments to pan out is starting to show signs of weakness. www.bloomberg.com/news/article... via @bloomberg.com #PrivateEquity
bloomberg.com
Private Equity Faces Pockets of Distress for Long-Held Assets
Private equity firms’ strategy of shuffling assets to buy more time for investments to pan out is starting to show signs of weakness.
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Tim Facer @trystram.bsky.social · 15/01/2025
Wall Street’s Pre-eminent Short Seller Is Calling It Quits Hindenburg Research founder Nate Anderson, a foe of Carl Icahn and the Adani family, cites job stress as he shuts down his firm www.wsj.com/finance/inve... via @wsj.com
wsj.com
Wall Street’s Pre-eminent Short Seller Is Calling It Quits
Hindenburg Research founder Nate Anderson, a foe of Carl Icahn and the Adani family, cites the stress of his job as he shuts down the firm.
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Tim Facer @trystram.bsky.social · 15/01/2025
UK artificial intelligence start up Synthesia hits $2bn valuation on.ft.com/42e8Fpt via @financialtimes.com #VC
on.ft.com
UK artificial intelligence start up Synthesia hits $2bn valuation
London-based maker of realistic avatars secures $180mn in new funding round in boost to country’s AI sector
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Tim Facer @trystram.bsky.social · 13/01/2025
Bill Ackman says he wants to build a ‘modern-day Berkshire Hathaway’ on.ft.com/3DPMbRf via @financialtimes.com
on.ft.com
Bill Ackman says he wants to build a ‘modern-day Berkshire Hathaway’
Investor is seeking control of US real estate company in push to transform his hedge fund into a diversified financial group
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Tim Facer @trystram.bsky.social · 13/01/2025
Bain Capital ups bid for Australia's Insignia to $1.8 billion, matching CC Capital www.reuters.com/markets/deal... via @reuters.com #PrivateEquity
reuters.com
Bain Capital ups bid for Australia's Insignia to $1.8 billion, matching CC Capital
Australia's Insignia Financial said on Monday that private equity firm Bain Capital has sweetened its bid for the 178-year-old wealth manager, now valuing it at A$2.87 billion ($1.76 billion), matching CC Capital's bid as the bidding war heats up between the two suitors.
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Tim Facer @trystram.bsky.social · 12/01/2025
Private equity targets Europe for big buyout deals Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024 on.ft.com/40bF3Gv via @alexandraheal.bsky.social @financialtimes.com #PrivateEquity
on.ft.com
Private equity targets Europe for big buyout deals
Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024
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