Tim Facer
@trystram.bsky.social
Private investor: #FamilyOffice • #PrivateEquity • #PrivateCredit • #VC • #ActivistInvestor • #CorpGov • #HedgeFunds • #ImpInv
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
Pricey tech heavyweights send some individuals in search of bargains
www.wsj.com/finance/stoc... via @wsj.com
Investors Are Flocking to the Stock Market’s Discount Rack
Pricey tech heavyweights are sending some individual investors in search of bargains.
www.wsj.com
July 27, 2025 at 7:59 PM
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
Pricey tech heavyweights send some individuals in search of bargains
www.wsj.com/finance/stoc... via @wsj.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
on.ft.com/46tjWUR via @financialtimes.com
The nurturing of in-house talent and close partnerships with external managers helped drive returns
on.ft.com/46tjWUR via @financialtimes.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
on.ft.com
July 27, 2025 at 6:58 AM
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
The nurturing of in-house talent and close partnerships with external managers helped drive returns
on.ft.com/46tjWUR via @financialtimes.com
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
The answer is not hedge funds or quant shops or short-sellers
economist.com/finance-and-...
via @economist.com
Who are the world’s best investors?
The answer is not hedge funds or quant shops or short-sellers
economist.com
June 19, 2025 at 11:27 AM
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
The answer is not hedge funds or quant shops or short-sellers
economist.com/finance-and-...
via @economist.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
www.ft.com/content/14eb... via @ivanlevingston.bsky.social @alexandraheal.bsky.social @ortenca.bsky.social @financialtimes.com #PrivateEquity
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
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
June 14, 2025 at 8:01 PM
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
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
Four Books Sound the Alarm About the Power of Private Equity
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
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.
www.wsj.com
May 25, 2025 at 11:25 AM
Four Books Sound the Alarm About the Power of Private Equity
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
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
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
on.ft.com
May 25, 2025 at 6:28 AM
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
The delusion of private equity IRRs
The dumbest PE performance metric still bamboozles some investors
on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity
The dumbest PE performance metric still bamboozles some investors
on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity
The delusion of private equity IRRs
The dumbest PE performance metric still bamboozles some investors
on.ft.com
May 23, 2025 at 4:12 PM
The delusion of private equity IRRs
The dumbest PE performance metric still bamboozles some investors
on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity
The dumbest PE performance metric still bamboozles some investors
on.ft.com/4mrqwAG via @financialtimes.com #PrivateEquity
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
Citadel and other giant funds have remade public markets
www.economist.com/special-repo... via @economist.com #HedgeFunds
Can anything stop America’s superstar hedge funds?
Citadel and other giant funds have remade public markets
www.economist.com
May 23, 2025 at 3:25 PM
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
Citadel and other giant funds have remade public markets
www.economist.com/special-repo... via @economist.com #HedgeFunds
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
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
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
May 23, 2025 at 3:07 PM
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
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
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
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
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
May 10, 2025 at 5:54 PM
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
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
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
The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern
via @urbandirt.bsky.social @financialtimes.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
on.ft.com
April 24, 2025 at 5:48 AM
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
The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern
via @urbandirt.bsky.social @financialtimes.com
The death of the Yale Model?
Alternative tales of investment returns
on.ft.com
April 2, 2025 at 6:50 AM
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
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.
www.wsj.com
March 21, 2025 at 8:31 AM
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
Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds
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.
www.bloomberg.com
March 12, 2025 at 6:51 PM
Multistrategy Hedge Funds’ Haven Appeal Tested Amid Trump Trade War www.bloomberg.com/news/article... via @bloomberg.com #HedgeFunds
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
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
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
March 8, 2025 at 8:34 AM
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
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
The hidden dangers of family offices www.ft.com/content/147a... via @owenwalker0.ft.com @joshspero.ft.com @financialtimes.com #FamilyOffice
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
www.ft.com
March 7, 2025 at 6:43 AM
The hidden dangers of family offices www.ft.com/content/147a... via @owenwalker0.ft.com @joshspero.ft.com @financialtimes.com #FamilyOffice
Apollo, Blackstone lead perpetual capital rush pitchbook.com/news/article...
via @pitchbook.bsky.social #PrivateEquity
via @pitchbook.bsky.social #PrivateEquity
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.
pitchbook.com
March 6, 2025 at 11:56 AM
Apollo, Blackstone lead perpetual capital rush pitchbook.com/news/article...
via @pitchbook.bsky.social #PrivateEquity
via @pitchbook.bsky.social #PrivateEquity
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
Assets under management fell 2% last year as investors pull back from investing in sector
www.ft.com/content/c7ac... via @financialtimes.com #PrivateEquity
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
March 5, 2025 at 6:30 AM
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
Assets under management fell 2% last year as investors pull back from investing in sector
www.ft.com/content/c7ac... via @financialtimes.com #PrivateEquity
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
The list of private-equity firms struggling to raise money is growing
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
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.
www.wsj.com
February 16, 2025 at 5:58 PM
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
The list of private-equity firms struggling to raise money is growing
www.wsj.com/finance/inve... via @wsj.com #PrivateEquity
on.ft.com/3QeT6q8 SoftBank falls to $2.4bn loss amid plans for huge AI investments
SoftBank falls to $2.4bn loss amid plans for huge AI investments
Japanese tech group hit by underperformance in its Vision Fund portfolios
on.ft.com
February 12, 2025 at 7:49 PM
on.ft.com/3QeT6q8 SoftBank falls to $2.4bn loss amid plans for huge AI investments
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
The roughly $246 billion private markets firm aims to double its managed assets
www.wsj.com/articles/tpg... via @wsj.com #PrivateEquity
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.
www.wsj.com
February 11, 2025 at 9:03 PM
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
The roughly $246 billion private markets firm aims to double its managed assets
www.wsj.com/articles/tpg... via @wsj.com #PrivateEquity
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
Smaller buyout funds that struggle to raise new money face unappealing options
on.ft.com/4jQ6U8d via @financialtimes.com #PrivateEquity
What next for the private equity minnow?
Smaller buyout funds that struggle to raise new money face unappealing options
on.ft.com
February 11, 2025 at 7:44 AM
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
Smaller buyout funds that struggle to raise new money face unappealing options
on.ft.com/4jQ6U8d via @financialtimes.com #PrivateEquity
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
Deals market gets curtailed by the uncertainty delivered in president’s first weeks
www.wsj.com/business/dea... via @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.
www.wsj.com
February 10, 2025 at 6:42 AM
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
Deals market gets curtailed by the uncertainty delivered in president’s first weeks
www.wsj.com/business/dea... via @wsj.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
on.ft.com/42MHthx via @financialtimes.com #HedgeFunds #ActivistInvestor
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
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
February 8, 2025 at 9:45 PM
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
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