Stephen Johnston of Omnigence, a private equity firm investing in the construction sector, has a stark warning. He sees a real risk of long-term stagflation (inflation coupled with low productivity and high unemployment) in our present conditions and government policies. His white paper lays out the broad details, but he joins The Hammer to talk about the […]

The phrase socioeconomic barbell describes a structure where there is a pronounced and increasing number of members of society at the ends of the economic spectrum: the high and the low income, combined with a diminishing middle class. This term is metaphorically derived from a barbell used in weightlifting, which has heavy weights on both […]

By Stephen Johnston As Canada confronts the dual challenges of high inflation and low growth, the specter of stagflation looms large. Stagflation, which refers to below-trend economic growth combined with above-trend inflation, erodes real GDP per capita and poses significant challenges for investors. Read more.

There are 1+ million SMEs in Canada representing a market cap of $1T+ and 54% of GDP. Read more.

November 5, 2024 (Investorideas.com Newswire) Investorideas.com, a global news source and expert investing resource issues a podcast interview with host Dawn Van Zant talking to Stephen Johnston, a private equity manager and director of Omnigence, about Canada’s weakening GDP, inflation, what Canada needs to do to invite capital and investment back into the country and how anyone […]

Post-acquisition value creation is a critical component of the private equity (PE) investment process. While acquiring an SME at an attractive price is essential, it is what happens after the acquisition that often determines the success of the investment. Private equity investors employ various strategies to enhance the value of their portfolio companies, ultimately leading […]

The secondary market for private equity has matured considerably in recent years. It is predicted to grow annually by 20%+ due to increased institutional participation positioning it as a critical asset class for diversified portfolios. Primarily this is due to liquidity needs and portfolio rebalancing by institutional investors. This evolution has significant implications for fund […]

Canadian farmland is an embryonic asset class, and many investors are unfamiliar with its core characteristics. As the manager of the Veripath Farmland Fund, I have seen firsthand how useful this asset can be to investors. Full article.

While adding more farmland assets generally lowers portfolio volatility, the benefits of diversification diminish beyond a certain point. As the number of distinct geographies increases, particularly when geographies exhibit higher cross-correlations, the incremental reduction in volatility becomes less significant. Moreover, the additional costs associated with managing and monitoring a larger number of distinct geographies—such as […]