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Upturn AI SWOT - About
GCMGW 
GCM Grosvenor Inc (GCMGW)
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Upturn Advisory Summary
07/03/2025: GCMGW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -58.9% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.90B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 0.40 - 2.95 | Updated Date 05/11/2025 |
52 Weeks Range 0.40 - 2.95 | Updated Date 05/11/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.21% | Operating Margin (TTM) 12.2% |
Management Effectiveness
Return on Assets (TTM) 12.16% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 48539096 |
Shares Outstanding - | Shares Floating 48539096 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
GCM Grosvenor Inc
Company Overview
History and Background
GCM Grosvenor Inc. (GCMG) was founded in 1971 as Grosvenor Capital Management, L.P. It evolved from a private equity fund-of-funds manager to a diversified alternative asset management firm. The company went public via SPAC merger in 2020.
Core Business Areas
- Private Markets: GCM Grosvenor invests in private equity, infrastructure, real estate, and other real assets through fund investments, co-investments, and direct investments.
- Hedge Funds: GCM Grosvenor manages hedge fund investments across various strategies, including macro, equity hedge, relative value, and credit.
- Multi-Asset Class Solutions: GCM Grosvenor provides customized investment solutions that combine private markets, hedge funds, and public market strategies.
Leadership and Structure
Michael J. Sacks serves as the Chairman and CEO. The organizational structure is based on functional teams within each investment area (private markets, hedge funds, multi-asset class solutions) with support from centralized operations and compliance teams.
Top Products and Market Share
Key Offerings
- Private Equity Fund Investments: GCM Grosvenor invests in a wide range of private equity funds, focusing on buyout, growth equity, venture capital, and distressed strategies. Market share is difficult to pinpoint precisely due to the opaque nature of fund-of-funds, but GCMG is a major player. Competitors include Aksia and StepStone Group.
- Hedge Fund Strategies: GCM Grosvenor manages and allocates capital to various hedge fund strategies, including macro, equity hedge, relative value, and credit. The company is a significant allocator of capital. Competitors include PAAMCO and Pacific Alternative Asset Management Company.
- Infrastructure Investments: GCM Grosvenor invests in infrastructure projects across various sectors, including transportation, energy, and digital infrastructure. This is a growth area for the company. Competitors include Brookfield Asset Management and BlackRock.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high growth potential, driven by increasing institutional investor demand for higher returns and diversification. However, it is also competitive, with high barriers to entry and complex regulatory requirements.
Positioning
GCM Grosvenor is a well-established player in the alternative asset management industry, with a strong track record and a diversified product offering. Its competitive advantages include its experienced investment team, its global reach, and its strong relationships with leading alternative asset managers.
Total Addressable Market (TAM)
The global alternative assets under management (AUM) is in the trillions of dollars. GCM Grosvenor's AUM is a fraction of this total TAM, indicating considerable room for growth.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Diversified product offering
- Global reach
- Strong client relationships
- Established track record
Weaknesses
- Dependence on key personnel
- High operating expenses
- Sensitivity to market volatility
- Relatively small size compared to industry giants
Opportunities
- Increasing institutional investor demand for alternative investments
- Expansion into new geographies and asset classes
- Growth in ESG investing
- Technological advancements that can improve efficiency and decision-making
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Geopolitical instability
- Rising interest rates
Competitors and Market Share
Key Competitors
- APO
- BX
- KKR
Competitive Landscape
GCM Grosvenor competes with larger alternative asset managers. Its specialized focus and strong client relationships are competitive advantages, but size is a disadvantage.
Major Acquisitions
ROC Investment Partners
- Year: 2018
- Acquisition Price (USD millions): 58.3
- Strategic Rationale: Expanded infrastructure investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: GCM Grosvenor has experienced steady growth in AUM and revenue over the past several years.
Future Projections: Analyst estimates suggest continued growth in AUM and earnings.
Recent Initiatives: Recent initiatives include expansion into new asset classes such as digital assets and increased focus on ESG investing.
Summary
GCM Grosvenor is a reputable alternative asset manager with a diverse product offering and experienced team. The company benefits from increasing institutional demand for alternative investments. However, it faces competition from larger players and is sensitive to market volatility. Continued growth relies on successful execution of strategic initiatives and navigating economic uncertainties.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports (FactSet, Bloomberg)
- Industry publications (Preqin, Prequity)
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market data is subject to change. Accuracy not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About GCM Grosvenor Inc
Exchange NASDAQ | Headquaters Chicago, IL, United States | ||
IPO Launch date 2020-11-18 | Board Chairman & CEO Mr. Michael Jay Sacks J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees 549 | Website https://www.gcmgrosvenor.com |
Full time employees 549 | Website https://www.gcmgrosvenor.com | ||
GCM Grosvenor Inc. is global alternative asset management solutions provider. The firm primarily provides its services to pooled investment vehicles. It also provides its services to investment companies, high net worth individuals, pension and profit sharing plans and state or municipal government entities. The firm invests in equity and alternative investment markets of the United States and internationally. The firm invests in multi-strategy, credit-focused, equity-focused, macro-focused, commodity-focused, and other specialty portfolios. It focuses in hedge fund asset classes, private equity, real estate, and/or infrastructure, credit and absolute return strategies. It also focuses in primary fund investments, secondary fund investments, and co-investments with a focus on buyout, distressed debt, mezzanine, venture capital/growth equity investments. The firm seeks to do seed investments in small, emerging, and diverse private equity firms. The firm seeks to make regionally-focused investments in middle-market buyout. It prefers to invest in aerospace and defense, advanced electronics, information technology, biosciences, and advanced materials. It focuses on Ohio and the Midwest region. The firm employs fundamental and quantitative analysis. GCM Grosvenor Inc. was founded in 1971 and is based in Chicago, Illinois with additional offices in North America, Asia, Australia and Europe. It operates as a subsidiary of Grosvenor Capital Management Holdings LLLP.
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