The Motley Fool
APRIL 25, 2024
His life goal was to make sure everyday investors were able to invest wisely without paying an arm and a leg in management fees. Index funds allow investors to do just that, gaining broad market exposure while keeping fees to a minimum. The resiliency of this index fund became apparent during the 2007-09 financial crisis.
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.
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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).
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%. The high was $9.2
Pension Pulse
JUNE 15, 2023
The Plan also announced that it will grant conditional inflation protection increases through to 2026—maintaining a perfect record of granting these enhancements since they were first introduced in 2007. The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%.
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!
The Motley Fool
MARCH 15, 2025
Thanks to their extremely low management fees, Vanguard's exchange-traded funds (ETFs) are consistently on the radars of investors keen on maximizing the returns on their investments -- and not losing money to fund managers. The Vanguard Dividend Appreciation ETF is a great option. While the fund has dropped 5.7%
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