Remove 2007 Remove Companies Remove Performance Fees
article thumbnail

MiB: Graeme Forster, Orbis Investments

The Big Picture

Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee).

article thumbnail

Transcript: Graeme Forster, Orbis Investments

The Big Picture

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. You joined in 2007, what led you there? For 50 years.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Blackstone (BX) Q2 2024 Earnings Call Transcript

The Motley Fool

Our largest data center portfolio company, QTS, has grown lease capacity seven times since we took it private in 2021. We're also providing equity and debt capital to other AI-related companies. These three sectors comprise approximately 75% of our global real estate equity portfolio today compared to 2% in 2007.

Assets 130
article thumbnail

Blackstone (BX) Q4 2023 Earnings Call Transcript

The Motley Fool

We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year. public company by market cap, exceeding the market value of all other asset managers. Our portfolio consists of over 230 companies. Blackstone is now the 55th largest U.S.