Report
Geoffroy Michalet

Tikehau Capital : Good inflows, US infrastructure deal finalised

>Resilient inflows, balance sheet slightly lower but nothing to be alarmed about - Tikehau Capital reported H1 2020 AUM in AM of € 24.0bn, up +3% (€ 0.6bn) vs. Q1 2020 and overall AUM (including balance sheet) up +1% (€ 0.3bn) to € 25.7bn. This increase can be attributed to three factors that impacted AUM, which we see as rather positive given the current environment: i/ Net inflows of € 1.1bn in H1, with a sequential increase in Q2 versus Q1 (+€ 0.5bn), stable i...
Underlying
Tikehau Capital SCA

Tikehau Capital SCA Formerly known as Tikehau Capital SCS. Tikehau Capital SCA is a France-based asset management and investment company. The Company invests in various asset classes, including Private Debt, which comprises debt financing transactions, such as senior debt, unitranche and mezzanine, as well as collateralized loan obligations; Real Estate, which focuses on commercial property and seeks sale and lease-back transactions in which the Company's vehicles act as purchaser; Private Equity, which encompasses investments in the equity capital of listed and non-listed companies, and Liquid Strategies, which encompasses investments in bonds, investment grade securities and the management of open-ended funds. The Company operates either through direct equity investments or through its asset management subsidiary, Tikehau IM, on behalf of institutional and private investors. The Company has offices in Paris, London, Brussels, New York and Singapore, among others.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Geoffroy Michalet

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