How Investors May Respond To SS&C Technologies (SSNC) Winning Voss Capital Fund Administration Mandate

• Earlier this month, SS&C Technologies Holdings announced that Houston-based Voss Capital selected SS&C GlobeOp as fund administrator across two funds with US$375 million in assets and its separately managed accounts, highlighting the breadth of SS&C’s integrated Eze Eclipse and GlobeOp offering.
• The win with Voss Capital, a contrarian value investor focused on special situations, showcases SS&C’s ability to support sophisticated managers through a scalable, end-to-end operations, administration and reporting platform.
• We’ll now explore how adding Voss Capital as a fund administration client may influence SS&C’s investment narrative and growth outlook.

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SS&C Technologies Holdings Investment Narrative Recap

To own SS&C, you need to believe its software and services can stay embedded in financial workflows while coping with slower expected growth, debt and FX or geopolitical uncertainty. The Voss Capital win reinforces the GlobeOp and Eze Eclipse story, but by itself does not materially change the near term catalysts around international expansion or private markets, nor the key risk that SS&C’s high debt load could become more painful if funding costs rise further.

The most relevant recent announcement here is SS&C’s update on the SS&C GlobeOp Hedge Fund Performance and Capital Movement Index, which reinforces hedge funds as an important client base for the company. Together with the Voss Capital mandate, it underlines how growth in alternative assets and demand for institutional grade administration remain central to SS&C’s thesis, even as management continues to invest heavily to defend its position and absorb higher expense levels.

Yet behind new hedge fund wins, investors should also be aware that SS&C still carries US$6.4 billion of net debt and...

Read the full narrative on SS&C Technologies Holdings (it's free!)

SS&C Technologies Holdings' narrative projects $7.0 billion revenue and $1.2 billion earnings by 2028. This requires 4.8% yearly revenue growth and an earnings increase of about $400 million from $806.4 million today.

Uncover how SS&C Technologies Holdings' forecasts yield a $101.22 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for SS&C span roughly US$97 to US$158 per share, showing how far apart individual views can be. Against that backdrop, the company’s reliance on continued expansion in alternatives and private markets puts extra focus on how durable hedge fund and fund administration demand proves over time, so it is worth weighing several perspectives before forming your own view.

Explore 3 other fair value estimates on SS&C Technologies Holdings - why the stock might be worth just $97.04!

Build Your Own SS&C Technologies Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SS&C Technologies Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free SS&C Technologies Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SS&C Technologies Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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