Private Equity's Hedge Fund Edge

February 2005
Investment Dealers' Digest;2/28/2005, Vol. 71 Issue 8, p4
Trade Publication
The article discusses the strategies adopted by private equity firm to tackle the competitive threat posed by hedge funds. Carlyle Group founder David Rubenstein said that buyout funds and hedge funds might eventually converge. The firm said that it is starting two hedge funds — one to buy and sell securities and one to invest in other hedge funds. Another way to meet the competitive threat is to get bigger and that's what Thomas H. Lee Partners, manager of the second-largest U.S. buyout fund, did. It said that it would raise some $6 billion to buy bigger assets.


Related Articles

  • Carlyle on the hunt for managed accounts, hedge funds of funds. Jacobius, Arleen // Pensions & Investments;5/16/2011, Vol. 39 Issue 10, p4 

    The article offers information on Washington-based private equity firm, Carlyle Group LLC's plan to add managed accounts and hedge funds of funds to its investment strategies. It is stated that the firm has been making investments across the world aimed at supplementing its investment lineup in...

  • Private equity firms buy as hedge funds forced to sell. Jacobius, Arleen // Pensions & Investments;3/17/2008, Vol. 36 Issue 6, p3 

    The article offers information regarding market conditions of private equity firms and hedge funds. It states that some hedge funds are making private equity-type investments in portfolio companies on a deal-by-deal basis, but others are recruiting experienced teams of private equity executives....

  • Alaska Perm Fund Commits to Special Opps. Lewis, Jakema // Investment Management Mandate Pipeline;7/19/2013, p10 

    The article reports that the Alaska Permanent Fund Corp. has granted investment commitments to Blackstone Alternative Asset Management and The Carlyle Group (TCG). The Blackstone Strategic Holdings Fund, a private equity fund with a strategy focused on investing in minority stakes of hedge fund...

  • Big buyout firms are returning to middle market. JACOBIUS, ARLEEN // Pensions & Investments;9/15/2014, Vol. 42 Issue 19, p3 

    The article looks at a trend of large private equity and alternative investment firms such as Carlyle Group, Blackstone Group, and TPG Capital investing in middle market, or mid-sized, companies. It notes that some firms have separate middle market investment funds while others fold such...

  • Carlyle Group rebuffed in takeover bid for Freeport.  // EuroProperty;2/19/2007, p9 

    The article informs that a takeover bid by private equity group Carlyle Group, which was not prepared to pay more than 400p a share for Freeport PLC, has been refused by Freeport. According to a Carlyle Group source, the information received by Carlyle was quite different from the initial...

  • A valuation for Carlyle Group?  // Investment Dealers' Digest;9/24/2007, Vol. 73 Issue 36, p13 

    The article reports that Carlyle Group company, a private equity investment firm in Washington, D.C., has raised its market value after announcing an agreement to sell a minority stake to the Mubadala Development Co. for $1.35 billion. It was stated that the investment by Mubadala, a United Arab...

  • Carlyle Continues Push in Energy Sector. Noto, Anthony // Mergers & Acquisitions Report;9/16/2013, Vol. 28 Issue 37, p4 

    The article reports that Carlyle Group LP, the private equity firm, is expanding its portfolio with energy assets. It has picked up the Red Oak power generation facility in Sayreville, New Jersey. Carlyle has also closed a deal for five more power plants in California including the Midway...

  • BIG DEALS. Glassman, James K. // Washingtonian Magazine;Jun2006, Vol. 41 Issue 9, p56 

    Focuses on the success of the private equity firm Carlyle Group. Reasons behind the criticisms against the company; Factors that contributed to the success of the private equity company; Companies that are owned by Carlyle Group, including Hertz, Dunkin' Donuts and Baskin-Robins; Background of...

  • Carlyle buys €230m portfolio from Italian government.  // Estates Gazette;3/8/2003, Issue 310, p36 

    Reports that U.S. private equity firm Carlyle Group has acquired portfolio properties from the government in Italy. Significance of the acquisition deal; Properties included in the deal; Benefits of the portfolio.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics