GHP Funds

Monthly Archives: May 2015

Takeovers and Leveraged Buyouts

Posted on by Granite Hall Partners

Corporate takeovers became a prominent feature of the American business landscape during the seventies and eighties. A hostile takeover usually involves a public tender offer—a public offer of a specific price, usually at a substantial premium over the prevailing market price, good for a limited period, for a substantial percentage of the target firm’s stock. […]


Monthly Commentary April 2015

Posted on by Granite Hall Partners

The Appian Fund returned –1.29% in April as quantitative strategies struggled during the month. Low volatility and the stalling of the U.S. Dollar rally were the primary culprits. As a reminder, we substantially reallocated the Fund’s portfolio as of May 1st, exiting two managers and replacing them with two managers new to the Wilshire Managed […]


The Global Overhang

Posted on by Granite Hall Partners

The Global Overhang (According to Goldilocks): Too Much, Too Little, or Just Right? Following the global financial crisis, we were the first to measure the capital overhang in the US private equity industry and have continued to track its movements, noting that it has been primarily receding. The capital overhang represents unexpired, uncalled capital  commitments and […]