BCV: Antares Value Portfolio Q1 2024

The Antares Value Portfolio focuses on companies that, in our analysis, are underpriced in the stock market relative to their underlying worth as a business. Our strategy aims first to protect investors’ capital by not overpaying for a given company – holding fixed income or cash when bargains cannot be found – and second, to grow that capital through share price appreciation as the company’s value gets properly recognized within the equity market.

KAI Core Equity Pool Q1-2024

Blackstone is one of the world’s leading investment management firms and is the largest private asset manager in the world. Since we last highlighted Blackstone in 2019, the business has nearly doubled their total Assets Under Management (AUM) where they now manage over $1 Trillion of client capital.