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Private equity zum Discountpreis

Posted on | by Robin Jakob

The LPX Group in Zurich is renowned for its private equity and infrastructure index construction. Their strict criteria focus on companies with at least 50% of revenues from core infrastructure, ensuring stability and inflation protection. Notably, private equity investments often come with significant discounts, offering investors opportunities for potentially higher returns. This approach has shown strong, resilient performance, especially during inflationary times.

Authors: Michel Degosciu
Publication date: 26 August 2022
Published in: Börsen-Zeitung
Volume/ Ausgabe: Nr. 164
Source download link: https://www.boersen-zeitung.de/unternehmen-branchen/private-equity-zum-discountpreis-64731054-246f-11ed-8588-399066903a43

Bewertungsdruck auf Private Equity

Posted on | by Robin Jakob

Reports on the expected correction in private equity valuations due to past high valuations achieved during low-interest rates, with insights from industry leaders predicting a downturn and strategic adjustments.

Authors: Christoph Ruhkamp
Publication date: 19 June 2022
Published in: Börsen-Zeitung
Volume/ Ausgabe: 
Source download link: https://www.boersen-zeitung.de/unternehmen-branchen/bewertungsdruck-auf-private-equity-ef4cfa1e-ee32-11ec-9711-55be560abee3

Core infrastructure offers inflation protection for investors’ portfolios

Posted on | by Robin Jakob

Discusses how core infrastructure investments offer inflation protection due to their stable and monopolistic nature, providing a consistent return in inflationary periods.

Authors: Robin Jakob
Publication date: 6 June 2022
Published in: Wealth DFM
Volume/ Ausgabe:
Source download link: https://wealthdfm.com/why-listed-infrastructure-is-ideal-inflation-protection-for-private-client-portfolios-opinion-from-lpx-ag/

Heuschrecken im Angebot

Posted on | by Robin Jakob

Discusses the opportunities for investors in private equity firms during market turbulences, which often result in lower valuations for high-quality companies, suggesting a strategic entry point for investment.

Authors: Daniel Eckert, Holger Zschäpitz
Publication date: 15 May 2022
Published in: Welt am Sonntag
Volume/ Ausgabe: 
Source download link: https://www.genios.de/document/WAMS__0135007311467800398a9b2d960bf41d9d55fddf

LPActive Value Fund im Fokus

Posted on | by Robin Jakob

Highlights the strategies and performance of the LPActive Value Fund, focusing on its value-oriented approach to investing in listed private equity, providing a detailed analysis of the fund’s structure and investment approach.

Authors: N/A
Publication date: 29 April 2022
Published in: Kapital-markt intern
Volume/ Ausgabe: 2022, 17
Source download link: https://www.kapital-markt-intern.de/kapital-markt-intern/aktuelle-themen/k-mi-aktuelle-themen/fonds-im-spotlight-lpactive-value-fund-lpx-1/

Strong during high inflation (Stark bei hoher Inflation)

Posted on | by Robin Jakob

The LPX Group in Zurich has established a reputation as a provider of research and as a constructor of indexes in the Private Equity segment. However, about 15 years ago, the company also began calculating indexes for the infrastructure stocks sector. By now, the portfolio includes six of these market barometers, and the Swiss company’s expertise is also embedded in the relevant indexes of the industry heavyweight, FTSE. Only basic infrastructure titles are included.

Authors: Euro am Sonntag
Publication date: 1 April 2022
Published in: Euro am Sonntag
Volume/ Ausgabe: 
Source download link: https://www.lpx-group.com/wp-content/uploads/2022/04/ES1322_Fondsinterview.pdf