<p>GCM Grosvenor Inc. ((GCMG)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>GCM Grosvenor Inc. 最近召开了财报电话会议，透露出积极的情绪，得益于强劲的财务表现和创纪录的成就。尽管在收益实现的季节性和 ARS 净流入方面面临一些挑战，但整体前景依然乐观，关键领域持续增长。</p>
<h2>强劲的财务表现</h2>
<p>GCM Grosvenor 报告称其财务指标显著增长，费用相关收益、调整后的 EBITDA 和调整后的净收入分别比 2024 年第三季度增长了 18%、16% 和 18%。本季度的费用相关收益率达到了令人印象深刻的 45%，同比增加了约 350 个基点。</p>
<h2>创纪录的管理资产</h2>
<p>该公司实现了一个里程碑，管理资产达到了创纪录的 870 亿美元，比 2024 年第三季度末增长了 9%。这一增长凸显了 GCM Grosvenor 吸引和有效管理大量投资的能力。</p>
<h2>令人瞩目的募资成就</h2>
<p>GCM Grosvenor 的募资工作非常出色，截至目前的募资总额达到 72 亿美元，超过了 2024 年全年的募资总额。在过去的 12 个月中，该公司筹集了 95 亿美元，创下了历史上最高的过去 12 个月募资记录。</p>
<h2>绝对收益策略的增长</h2>
<p>该公司的绝对收益策略表现强劲，多策略组合在过去 12 个月内实现了 14.2% 的毛回报率。此外，这些策略在同一时期内产生了 15 亿美元的募资，突显了投资者对这些产品的信心。</p>
<h2>增加股息</h2>
<p>鉴于对其增长轨迹和强劲的自由现金流生成的信心，GCM Grosvenor 宣布将季度股息提高至每股 0.12 美元。这一举措表明公司致力于回馈股东价值。</p>
<h2>收益实现的季节性特征</h2>
<p>尽管收益实现呈现积极趋势，GCM Grosvenor 指出第三季度通常是收益实现的高峰期，这可能并不代表未来几个季度的情况。这突显了理解财务表现季节性动态的重要性。</p>
<h2>ARS 净流入的挑战</h2>
<p>尽管绝对收益策略表现强劲，但净流入尚未反映出这一改善，管理层维持了净流入持平的假设。这是公司希望在未来解决的挑战。</p>
<h2>前瞻性指导</h2>
<p>GCM Grosvenor 提供了乐观的前瞻性指导，强调其强劲的财务表现和战略目标。公司计划到 2028 年将 2023 年的费用相关收益翻倍，并目标到那年每股调整后的净收入超过 1.20 美元。凭借创纪录的 9.41 亿美元未实现收益余额和继续推进募资的计划，GCM Grosvenor 的未来看起来充满希望。</p>
<p>总之，GCM Grosvenor 的财报电话会议展示了强劲的财务状况和战略增长举措，管理资产创纪录和令人瞩目的募资成就。尽管在 ARS 净流入和季节性收益实现方面存在挑战，但公司对其增长轨迹和对股东价值的承诺依然充满信心。</p>

GCMG

<p>GCM Grosvenor Inc. 报告了强劲的第三季度业绩，费用相关收益、调整后的 EBITDA 和调整后的净收入分别增长了 18%、16% 和 18%。管理资产达到了创纪录的 870 亿美元，年初至今的募资总额达到了 72 亿美元。公司将季度股息提高至每股 0.12 美元，反映出对增长的信心。尽管在 ARS 净流入方面面临挑战，GCM Grosvenor 仍计划到 2028 年将费用相关收益翻倍。总体而言，财报电话会议强调了强劲的财务表现和战略增长举措，保持了乐观的前景</p>

<p>Gcm Grosvenor Inc. ((GCMG)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>GCM Grosvenor Inc. ((GCMG)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识你的 ETF AI 分析师</h3>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助你做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对你关注的 ETF 的见解。</li>
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</div><p>GCM Grosvenor Inc. recently held its earnings call, revealing a positive sentiment driven by strong financial performance and record-breaking achievements. Despite some challenges related to the seasonality of carry realizations and ARS net flows, the overall outlook remains optimistic, with continued growth in key areas.</p>
<div class="lb-trans"><p>GCM Grosvenor Inc. 最近召开了财报电话会议，透露出积极的情绪，得益于强劲的财务表现和创纪录的成就。尽管在收益实现的季节性和 ARS 净流入方面面临一些挑战，但整体前景依然乐观，关键领域持续增长。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>GCM Grosvenor reported significant growth in its financial metrics, with fee-related earnings, adjusted EBITDA, and adjusted net income increasing by 18%, 16%, and 18%, respectively, compared to Q3 2024. The fee-related earnings margin for the quarter stood at an impressive 45%, marking an increase of approximately 350 basis points year-over-year.</p>
<div class="lb-trans"><p>GCM Grosvenor 报告称其财务指标显著增长，费用相关收益、调整后的 EBITDA 和调整后的净收入分别比 2024 年第三季度增长了 18%、16% 和 18%。本季度的费用相关收益率达到了令人印象深刻的 45%，同比增加了约 350 个基点。</p>
</div><h2>Record Assets Under Management</h2>
<div class="lb-trans"><h2>创纪录的管理资产</h2>
</div><p>The company achieved a milestone with its Assets Under Management reaching a record $87 billion, reflecting a 9% increase from the end of Q3 2024. This growth underscores GCM Grosvenor’s ability to attract and manage substantial investments effectively.</p>
<div class="lb-trans"><p>该公司实现了一个里程碑，管理资产达到了创纪录的 870 亿美元，比 2024 年第三季度末增长了 9%。这一增长凸显了 GCM Grosvenor 吸引和有效管理大量投资的能力。</p>
</div><h2>Impressive Fundraising Achievements</h2>
<div class="lb-trans"><h2>令人瞩目的募资成就</h2>
</div><p>GCM Grosvenor’s fundraising efforts have been remarkable, with year-to-date fundraising reaching $7.2 billion, surpassing the total fundraising for the full year of 2024. Over the last 12 months, the company raised $9.5 billion, marking the highest trailing 12-month fundraising period on record.</p>
<div class="lb-trans"><p>GCM Grosvenor 的募资工作非常出色，截至目前的募资总额达到 72 亿美元，超过了 2024 年全年的募资总额。在过去的 12 个月中，该公司筹集了 95 亿美元，创下了历史上最高的过去 12 个月募资记录。</p>
</div><h2>Growth in Absolute Return Strategies</h2>
<div class="lb-trans"><h2>绝对收益策略的增长</h2>
</div><p>The company’s Absolute Return Strategies have shown robust performance, with the multi-strategy composite delivering a 14.2% gross rate of return over the last 12 months. Additionally, these strategies generated $1.5 billion in fundraising over the same period, highlighting investor confidence in these offerings.</p>
<div class="lb-trans"><p>该公司的绝对收益策略表现强劲，多策略组合在过去 12 个月内实现了 14.2% 的毛回报率。此外，这些策略在同一时期内产生了 15 亿美元的募资，突显了投资者对这些产品的信心。</p>
</div><h2>Increased Dividend</h2>
<div class="lb-trans"><h2>增加股息</h2>
</div><p>Reflecting confidence in its growth trajectory and strong free cash flow generation, GCM Grosvenor announced an increase in its quarterly dividend to $0.12 per share. This move signals the company’s commitment to returning value to its shareholders.</p>
<div class="lb-trans"><p>鉴于对其增长轨迹和强劲的自由现金流生成的信心，GCM Grosvenor 宣布将季度股息提高至每股 0.12 美元。这一举措表明公司致力于回馈股东价值。</p>
</div><h2>Seasonal Nature of Carried Interest Realizations</h2>
<div class="lb-trans"><h2>收益实现的季节性特征</h2>
</div><p>While carried interest realizations are trending positively, GCM Grosvenor noted that the third quarter is seasonally the highest for carry realizations, which may not be indicative of future quarters. This highlights the importance of understanding the seasonal dynamics in financial performance.</p>
<div class="lb-trans"><p>尽管收益实现呈现积极趋势，GCM Grosvenor 指出第三季度通常是收益实现的高峰期，这可能并不代表未来几个季度的情况。这突显了理解财务表现季节性动态的重要性。</p>
</div><h2>Challenges in ARS Net Flows</h2>
<div class="lb-trans"><h2>ARS 净流入的挑战</h2>
</div><p>Despite strong performance in Absolute Return Strategies, the net flows have not yet mirrored this improvement, with management maintaining a flat net flow assumption. This presents a challenge that the company aims to address moving forward.</p>
<div class="lb-trans"><p>尽管绝对收益策略表现强劲，但净流入尚未反映出这一改善，管理层维持了净流入持平的假设。这是公司希望在未来解决的挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>GCM Grosvenor provided optimistic forward-looking guidance, emphasizing its robust financial performance and strategic goals. The company aims to double its 2023 fee-related earnings by 2028 and targets an adjusted net income per share of more than $1.20 by that year. With a record $941 million in gross unrealized carried interest balance and plans to continue its fundraising momentum, the future looks promising for GCM Grosvenor.</p>
<div class="lb-trans"><p>GCM Grosvenor 提供了乐观的前瞻性指导，强调其强劲的财务表现和战略目标。公司计划到 2028 年将 2023 年的费用相关收益翻倍，并目标到那年每股调整后的净收入超过 1.20 美元。凭借创纪录的 9.41 亿美元未实现收益余额和继续推进募资的计划，GCM Grosvenor 的未来看起来充满希望。</p>
</div><p>In summary, GCM Grosvenor’s earnings call showcased a strong financial position and strategic growth initiatives, with record assets under management and impressive fundraising achievements. While challenges exist, particularly in ARS net flows and seasonal carry realizations, the company remains confident in its growth trajectory and commitment to shareholder value.</p>
<div class="lb-trans"><p>总之，GCM Grosvenor 的财报电话会议展示了强劲的财务状况和战略增长举措，管理资产创纪录和令人瞩目的募资成就。尽管在 ARS 净流入和季节性收益实现方面存在挑战，但公司对其增长轨迹和对股东价值的承诺依然充满信心。</p>
</div>

GCM Grosvenor 的财报电话会议突显出创纪录的增长