The Motley Fool

FEBRUARY 28, 2025

The funds we advised through our External Investment Manager continued to experience favorable performance in the fourth quarter, resulting in significant incentive fee income for our asset management business for the ninth consecutive quarter and, together with our recurring management fees, a significant contribution to our net investment income.

Capital 130

Capital Asset Management Debt Leveraging 130

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management. 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).

Investing 72

Investing Performance Fees Startups Management Fees 72

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. Since our IPO in 2007, we have increased our monthly dividend per share by 118%.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Pension Pulse

JULY 18, 2023

It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing. In many ways, you set the bar on transparency. Well done!

Pension Funds 52

Pension Funds Funds Banks Assets 52

The Motley Fool

JULY 18, 2024

billion financing package, the largest debt financing in our history, and we're now focusing on addressing the sector's power needs in many differentiated ways. These three sectors comprise approximately 75% of our global real estate equity portfolio today compared to 2% in 2007. Fee-related earnings were $1.1

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 25, 2024

We put these structures in place to fix our financing costs ahead of the rise in interest rates, and they have generated significant value. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Fee related earnings were $4.3 Second, in our life sciences office and U.S.

Management Fees 100

Management Fees Banks Capital Assets 100