全球最大的財富管理機構(gòu)貝萊德公司（BlackRock Inc.）計劃募資超過100億美元，用于收購和持有目標公司股份。

貝萊德旗下管理的資產(chǎn)接近6萬億美元。據(jù)知情人士透露，貝萊德計劃為“貝萊德長期私募資本”（BlackRock Long-Term Private Capital）項目，向主權(quán)財富基金、養(yǎng)老基金和其他大型投資者募資。

該知情人士稱，這一新投資工具將針對長期主題，進行5億至20億美元之間的投資，例如全球人口分布差異、中產(chǎn)階級增長以及千禧一代消費模式改變等。由于目前相關(guān)信息尚未公開，因此該爆料人要求匿名。例如，該項目可能收購家族企業(yè)的少數(shù)股權(quán)。貝萊德可能希望長期持有目標公司的股份，此舉是在效仿伯克希爾哈撒韋公司的投資方式。但與舉世聞名的投資人沃倫·巴菲特不同，該基金可能不會全盤收購一家公司。

由首席執(zhí)行官勞倫斯·D·芬克執(zhí)掌的貝萊德，由此將成為凱雷投資集團（Carlyle Group LP）、阿波羅全球管理公司（Apollo Global Management LLC）和黑石集團（Blackstone Group LP）等私募股權(quán)投資巨頭的潛在競爭對手。

貝萊德與黑石的淵源

貝萊德最初隸屬于黑石集團總部旗下，黑石集團是貝萊德的第一位投資者，當時黑石集團以5億美元信用額度獲得了貝萊德40%的股份。據(jù)彭博社之前報道，隨著貝萊德業(yè)務(wù)的增長，黑石集團與貝萊德之間的關(guān)系日趨緊張。1994年，芬克與黑石集團聯(lián)合創(chuàng)始人蘇世民就貝萊德的獨立問題產(chǎn)生了爭執(zhí)，最終黑石集團以2.4億美元的價格，將貝萊德出售給了PNC金融服務(wù)集團（PNC Financial Services Group Inc.）。

知情人士稱，貝萊德希望在今年年中之前完成募資。該項目的負責人為馬克·懷斯曼和另類投資部門負責人戴維·布魯默。貝萊德在2016年聘請懷斯曼負責其全球主動性股票投資業(yè)務(wù)。懷斯曼此前是加拿大最大養(yǎng)老基金的掌門人。

有知情人士在上個月透露，美國最大的養(yǎng)老基金加州公務(wù)員退休基金（California Public Employees’ Retirement System，Calpers）可能會與其他資產(chǎn)管理公司合作，幫助其管理400億美元的私募股權(quán)投資組合，貝萊德和路博邁集團（Neuberger Berman Group）均是其考慮的對象。加州公務(wù)員退休基金旗下管理的資產(chǎn)超過3,500億美元。據(jù)其公布的一份資料顯示，其在12月份向希望就其私募股權(quán)投資組合建立“戰(zhàn)略合作伙伴關(guān)系”的資產(chǎn)管理公司，發(fā)去了信息請求。（財富中文網(wǎng)）

譯者：劉進龍/汪皓?

BlackRock Inc., the world’s largest money manager, is seeking to raise more than $10 billion to buy and hold stakes in companies.

BlackRock, which oversees about $6 trillion in assets, is seeking capital from sovereign-wealth funds, pensions and other big investors for an effort named BlackRock Long-Term Private Capital, according to a person familiar with the matter.

The new vehicle would make investments between $500 million to $2 billion on long-term themes like diverging demographics globally, the growing middle class and millennial spending patterns, said the person, who asked not to be named because the information is private. An example of an investment might be a minority stake in a family-owned business. Similar to the approach of Berkshire Hathaway Inc., BlackRock would look to hold on to its stakes for a long time. Unlike famed investor Warren Buffett though, the fund might not buy a whole business.

The move may position BlackRock, which is headed by Chief Executive Officer Laurence D. Fink, to compete with private-equity giants such as Carlyle Group LP, Apollo Global Management LLC and Blackstone Group LP.

Blackstone Roots

BlackRock began in the headquarters of Blackstone, its first financial backer, which gave BlackRock a $5 million line of credit for a 40% stake. While business was picking up, the relationship between BlackRock and Blackstone became tense, Bloomberg has previously reported. Fink had a falling out with Blackstone co-founder Stephen Schwarzman in 1994 over BlackRock’s independence, resulting in the sale of BlackRock to PNC Financial Services Group Inc. for $240 million.

BlackRock hopes to complete the fundraising by the middle of this year, the person said. The initiative will be overseen by Mark Wiseman with David Blumer, head of alternatives at the New York-based company. BlackRock hired Wiseman, the former head of Canada’s largest pension fund, in 2016 to run its global active equity business.

BlackRock and Neuberger Berman Group are among firms that California Public Employees’ Retirement System, the largest U.S. pension fund, might look to partner with as it seeks help to manage its $40 billion private equity portfolio, people familiar with the matter said last month. The retirement system, which oversees more than $350 billion, sent requests for information in December to a group of asset managers seeking a “strategic partnership” for its private equity portfolio, according to a document released by Calpers.