Tikehau Capital Asset manager

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Name
Tikehau Capital

Tikehau Capital is a global alternative asset management group with €30.9 billion of assets under management (as of 30 June 2021). Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€2.8 billion of shareholders’ equity as of 31 December 2020), the firm invests its own capital alongside its investor-clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 629 employees (as of 30 June 2021) across its 12 offices in Europe, Asia and North America. 

Investment professionals
725
Countries
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Research & content

Published 14-9-2022

Market & Macro

The COVID crisis has highlighted just how fragile globalised and deregulated economic models based on free trade are, as well as the intensive use of finite natural resources and taking an overly optimistic view of labour and capital. This model is now showing its limitations, since its effects have become an obvious hindrance to creating economic value: the impact on the climate, biodiversity, deepening social inequalities and the formation of economic bubbles. The path that humanity is currently on has now reached a turning point: for the first time in history, the solution to one of humanity’s problems requires cooperation on a global scale. If one of the major economic powers refuses to cooperate, everybody loses. Despite this, the desire for
growth at any cost has been promoted by leaders of the world economy as a guarantee of freedom, prosperity and even happiness. This is a strange paradox for a system responsible for causing such a massive problem, that humanity is forced to curb this system in order to resolve the problem. Given that this economic model has spiralled out of control, the relatively clear observation that it is dysfunctional, to the point of threatening the existence of humans on our planet, leads us to ask ourselves the following question: how can those advocating for this model carry on trying to impose it on as many people as possible by
discrediting all alternatives, even though this could lead to our downfall in a relatively short space of time?
Published 31-8-2022

Asset Category

According to the United Nations Global Land Outlook 2022, over half (52%) of the globe’s agricultural land is degraded. If we do nothing, by 2050 an additional 16 million km² (the size of South America) will be lost forever.

Agriculture is the second-largest emitter of GHG globally (c. 25%) the majority of which comes from methane emitted by livestock farming and the remainder through nitrous oxide from fertiliser use. Since the 1950s, modern agriculture has made it possible to increase production massively across the globe. Fertilisers have been created with nitrogen, phosphorus and potassium to boost productivity; herbicides and pesticides have been developed to eradicate insects and weeds. All in all, the modernisation of agriculture has been a shining example of human ingenuity- but at what cost?

Regenerative agriculture is a nature-based solution which promotes land management practices that leverage the natural and ecosystemic photosynthesis in plants to close the carbon cycle, rebuild soil health, promote crop resilience, and encourage nutrient density. It improves soil fertility, primarily through practices that increase soil organic matter. Amongst other benefits, it can help reverse climate change by acting as a carbon sink and rebuilding degraded soil biodiversity – in turn resulting in carbon drawdown, improved water cycle and reduced use of chemical intrants.
Published 8-9-2021

Asset Management

In Conversation with Laure Villepelet, Head of ESG, Tikehau Capital - Pioneering ESG Ratchets in Private Debt

The crisis provoked by the pandemic has brought ESG considerations into the spotlight. It is now accepted that environmental footprint, human capital management and business ethics need to be considered at the level of a company’s products & services, operations and supply chain because they have an economic impact. However, in an evolving landscape of multiple ESG labels and ‘best practice’ standards, managers need to demonstrate that ESG commitments represent more than ‘greenwashing’. In this short Q&A, we focus on one specific area which is the adoption of incentives for borrowers – a downward margin ratchet in this case.

Products and Solutions

(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency
(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency