Latest news with #Rothschild&Co
AU Financial Review
08-07-2025
- Business
- AU Financial Review
Kerry Stokes-backed Capilano Honey launches review; taps Rothschild
How sweet it is to be Rothschild & Co. Seven months after the investment bank sold Nestle's Egmont Honey to Beijing-based Huatai International Private Equity Fund, its bankers have secured another honey deal. Kerry Stokes is a key investor in Capilano Honey. Alex Ellinghausen CVC's interest in Comvita comes during a busy time for investors in the premium honey sector. The takeover of Capilano Honey by Albert Tse's Wattle Hill and Roc Partners Investment Fund has left a bad taste in the mouth of the corporate regulator. See all Capilano Honey Limited news
Yahoo
03-07-2025
- Business
- Yahoo
What Makes Cadence Design Systems (CDNS) an Investment Opportunity?
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy declined 6.6% (in EUR, unhedged) in the first quarter compared to its benchmark, which fell 5.4%. The underperformance was due to a heavy decline in everything 'technology' related, while the consumer staples businesses contributed positively to the strategy's performance. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025. In its first-quarter 2025 investor letter, Rothschild & Co LongRun Equity strategy highlighted stocks such as Cadence Design Systems, Inc. (NASDAQ:CDNS). Cadence Design Systems, Inc. (NASDAQ:CDNS) is a global provider of software, hardware, and other services. The one-month return of Cadence Design Systems, Inc. (NASDAQ:CDNS) was 5.62%, and its shares lost 1.43% of their value over the last 52 weeks. On July 2, 2025, Cadence Design Systems, Inc. (NASDAQ:CDNS) stock closed at $310.95 per share, with a market capitalization of $84.902 billion. Rothschild & Co LongRun Equity strategy stated the following regarding Cadence Design Systems, Inc. (NASDAQ:CDNS) in its Q1 2025 investor letter: "In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems, Inc. (NASDAQ:CDNS) and leading aerospace company General Electric Aerospace. No divestments were made, leaving the portfolio with 25 ownership stakes. An office of software engineers and designers collaborating on a digital project. Cadence Design Systems, Inc. (NASDAQ:CDNS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 59 hedge fund portfolios held Cadence Design Systems, Inc. (NASDAQ:CDNS) at the end of the first quarter, which was 59 in the previous quarter. In the first quarter, Cadence Design Systems, Inc. (NASDAQ:CDNS) reported $1.242 billion in revenue, up 23% year-over-year. While we acknowledge the potential of Cadence Design Systems, Inc. (NASDAQ:CDNS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Cadence Design Systems, Inc. (NASDAQ:CDNS) and shared the list of oversold blue-chip stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of CDNS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Should You Invest in GE Aerospace (GE)?
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy declined 6.6% (in EUR, unhedged) in the first quarter compared to its benchmark, which fell 5.4%. The underperformance was due to a heavy decline in everything 'technology' related, while the consumer staples businesses contributed positively to the strategy's performance. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025. In its first-quarter 2025 investor letter, Rothschild & Co LongRun Equity strategy highlighted stocks such as GE Aerospace (NYSE:GE). General Electric Company, operating under the name GE Aerospace (NYSE:GE), develops and manufactures engines for commercial and military aircraft. The one-month return of GE Aerospace (NYSE:GE) was -2.44%, and its shares gained 50.15% of their value over the last 52 weeks. On July 2, 2025, GE Aerospace (NYSE:GE) stock closed at $244.75 per share, with a market capitalization of $260.999 billion. Rothschild & Co LongRun Equity strategy stated the following regarding GE Aerospace (NYSE:GE) in its Q1 2025 investor letter: "In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems and leading aerospace company GE Aerospace (NYSE:GE). No divestments were made, leaving the portfolio with 25 ownership stakes. Photo by Thisisengineering Raeng on Unsplash GE Aerospace (NYSE:GE) is in 29th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 104 hedge fund portfolios held GE Aerospace (NYSE:GE) at the end of the first quarter, which was 101 in the previous quarter. While we acknowledge the potential of GE Aerospace (NYSE:GE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered GE Aerospace (NYSE:GE) and shared the list of stocks Jim Cramer recently looked at. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of GE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Mint
25-06-2025
- Business
- Mint
Rothschild & Co names Aalok Shah as new India head
Mumbai: Rothschild & Co has appointed Aalok Shah as the head of global advisory for India, succeeding Chandresh Ruparel, the firm said in a statement on Wednesday. Shah, who joined Rothschild in 2006, was named co-head of its India business last year. He has worked extensively across Mumbai and London. In his new role, he will lead the next phase for growth for Rothschild & Co's advisory business in India, the company said. Ruparel will transition to the role of senior advisor after more than two decades of building Rothschild's India franchise. He will provide strategic counsel, mentor senior bankers, and continue to support key corporate client relationships, it added. Rothschild & Co, a family-controlled and independent firm, employs around 4,600 people across 40 countries. Its services span global advisory, wealth and asset management, and Five Arrows—its alternative assets division. The global advisory arm provides M&A and financing advice to large and mid-sized companies, private equity firms, entrepreneurs, families, and governments. In India, the Paris-headquartered firm has recently expanded its offerings to include equity capital markets (ECM) advisory. Its services now cover equity fundraising, strategic capital, debt advisory, and restructuring across sectors such as automotive, consumer and retail, energy and power, financial institutions, healthcare, industrials, life sciences, technology/media/telecom, and transport and infrastructure. In healthcare, Rothschild recently advised TPG and Evercare on the sale of a controlling stake in Care Hospitals to Blackstone in 2023, advised on the sale of a majority stake in Ideal Cures to Colorcon the same year, and on the sale of Oaknet Healthcare to Eris Lifesciences in 2022.
Business Wire
04-06-2025
- Business
- Business Wire
Rothschild & Co Hires Ralph Lerman as Managing Director in Business Services
NEW YORK--(BUSINESS WIRE)--Rothschild & Co announced that Ralph Lerman has joined the firm's North American Global Advisory business as a Managing Director on the Business Services team, effective immediately. Mr. Lerman will be based in New York. This expansion of the team underscores Rothschild & Co's commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients. 'Ralph is a respected banker with deep domain knowledge and client relationships,' said Jonathan Kaye, Global Co-Head of Business Services. 'Ralph was also a critical partner in building a world-class Services practice, and will be instrumental in building Rothschild & Co's franchise in key verticals in North America.' Mr. Lerman has nearly two decades of investment banking experience and a strong track record of advising on complex M&A transactions across the business services sector. He joins Rothschild & Co from Moelis & Company, where he served as Executive Director and originated and led transactions in professional services, human capital management, and a variety of tech enabled verticals. Mr. Lerman holds a B.A. from Tufts University and an M.B.A. with High Distinction from the University of Michigan's Ross School of Business. 'I've long admired Rothschild & Co's reputation for providing independent, high-impact advice across the globe and am excited to join the team at a time of real momentum in the business services sector,' said Ralph Lerman. 'I look forward to collaborating with my new colleagues to help clients navigate critical moments with the thoughtfulness and integrity for which the firm is known.' About Rothschild & Co, Global Advisory Rothschild & Co is a family-controlled and independent group and has been at the centre of the world's financial markets for over 200 years. With a team of c.4,600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co's integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Five Arrows, its alternative assets arm. Global Advisory, a division of the Rothschild & Co group, designs and executes strategic M&A and financing solutions, providing impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. Through its unrivalled network of 1,600 industry and financing specialists in 47 countries, Rothschild & Co's Global Advisory business combines the breadth of its advisory offering with a high volume of transactions to achieve a unique understanding and perspective into markets and participants worldwide.
