Tikehau Capital's 2024 Universal Registration Document: A Game Changer for Investors!

Ladies and gentlemen, buckle up! We're diving into the French version of Tikehau Capital's 2024 Universal Registration Document, and let me tell you, it's a goldmine of information that you can't afford to miss! This document is not just a report; it's a roadmap to understanding one of the most dynamic and forward-thinking asset management firms in the world. So, let's get started!

First things first, Tikehau Capital has been on a tear in 2024. The company's asset management under management (AuM) reached a staggering €49.0 billion at the end of the year, up from €43.2 billion at the end of 2023. That's a 13.4% increase, folks! And the best part? This growth is driven by a strategic focus on decarbonization and sustainability strategies. Tikehau Capital is not just talking the talk; they're walking the walk. The AuM specifically allocated to climate and biodiversity increased by 37%, reaching €4.1 billion. That's right, €4.1 billion! This is a company that understands the future of investing is green, and they're positioning themselves to lead the charge.

Now, let's talk about the numbers. Tikehau Capital's Core Fee-Related Earnings (Core FRE) reached €132.0 million in 2024, up 7% year-over-year. But here's the kicker: the second half of 2024 saw a 37% increase compared to the first half. That's what I call acceleration! The company's management fees and other revenues grew by 8% year-over-year to €337 million, with a significant momentum in the second half of the year. This is a company that's not just growing; it's accelerating!

But it's not just about the numbers. Tikehau Capital's multi-local platform and its positioning on secular megatrends have been a game-changer. The company's global investor base has expanded, with international clients contributing above 50% of net inflows for the fourth consecutive year and reaching 66% in 2024. This diversification of capital formation across geographies has reinforced the international reach of its platform, enabling it to attract a diverse range of investors, including pension funds, insurers, family offices, and sovereign wealth funds.

And let's not forget about the company's special opportunities strategy. Tikehau Capital has successfully raised a record €1.2 billion for the third generation of its special opportunities strategy, exceeding its initial target of €1 billion and nearly doubling the size of the previous vintage, which closed at €617 million. This fund has already invested in 13 companies, deploying 55% of its capital through closed and secured investments. That's what I call active deployment and exit activity!

So, what does all this mean for you, the investor? It means that Tikehau Capital is a company that's not just keeping up with the times; it's setting the pace. It's a company that understands the importance of sustainability, the power of a global investor base, and the value of strategic positioning. It's a company that's not just growing; it's accelerating. And that, my friends, is a company you want to be a part of.

So, do yourself a favor. Read the French version of Tikehau Capital's 2024 Universal Registration Document. It's a game-changer, and you don't want to miss out on this opportunity. Trust me, you'll thank me later!