The Motley Fool

JUNE 4, 2024

Over that time period, there have been only three years where more than half of large-cap mutual funds beat the market. Even then, it was a slim majority, with 55% the highest level of market-beating funds in 2007, right before the market crashed.

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Advent International

MARCH 4, 2024

Advent has been investing in India since 2007. The transaction is subject to receipt of statutory and regulatory approvals, including the approval of the Reserve Bank of India and Competition Commission of India. Since inception, Advent has committed ~$6 billion across 18 investments, of which $1.2

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

Advent International

MARCH 4, 2024

Advent has been investing in India since 2007. The transaction is subject to receipt of statutory and regulatory approvals, including the approval of the Reserve Bank of India and Competition Commission of India. Since inception, Advent has committed ~$6 billion across 18 investments, of which $1.2

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

The Motley Fool

SEPTEMBER 10, 2024

From reflections on the volatility of 2007-08, to introducing new terms like "Big Dumb Money," and thoughts on building mental frameworks for investing, David reacts to his past essays with fresh insights for today's markets. I know 2007 wasn't great for investors. The first is, I didn't even remember 2007 almost zeroed out.

Investing 130

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The Motley Fool

MAY 21, 2024

But if you go back to the early 2000s and right up to I think it's January 2007, for the first five or six years they had a terrible CEO named Bob Nardelli who came over from GE , he was going to bring the GE way and all he largely did, was he tried to basically reform a perfectly good company in his own image that was the GE way. "If

Mutual Funds 130

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The Motley Fool

MAY 13, 2024

In fact, mutual funds that invest along these lines have come to be known as balanced funds. Robert Brokamp: Yes, Allison, the basic version is that it's 60% stocks, 40% bonds and it's essentially a balanced portfolio of offense and defense with a tilt toward the more aggressive investments.

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The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. RITHOLTZ: You’re going to be passing that.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Motley Fool

NOVEMBER 25, 2024

Now, I want to note four times over the past 20 years, the company split its stock, two for one in 2006, three for two in 2007, four for one in 2021, and 10 for one in 2024. By October 2007, the stock was making me look good as it tipped the scales at 120. Let's go through the story then. The stocks at 60.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Motley Fool

SEPTEMBER 14, 2023

Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. Robert Brokamp: In the book you provide some excellent model portfolio, some very detailed lists of mutual funds, index funds, ETFs.

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The Motley Fool

JANUARY 13, 2024

By October 2007, so two years later it's gone from a buck 64 to 10. Now those of us who remember market history know 2007, things are probably peaking somewhere right around now. In October 2007 we're back. They're making cards that give you better graphics, graphic processing units, what Nvidia was bringing.

Debt 130

Debt Companies Mutual Funds Portfolios 130

The Motley Fool

DECEMBER 13, 2023

Go back and look at what happened to the US in 2007-2009. Every Canadian owns bank stock through various index funds and mutual funds, but I own some stock directly as well, but the banks are interesting to me because, five years from now, we will get through this. Yet it has the lowest valuation/highest yield.

Investing 130

Investing Banks Amortization Mutual Funds 130

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

MARCH 5, 2024

I had portfolio basically EFTs and mutual funds or it was as a result of the pandemic that I said, let's try the stock market thing and Motley Fool Live as well as your podcast [inaudible] gave me an opportunity. I completely transform my portfolio from safe and sound ETFs and mutual funds into over 150 company stock portfolio.

Investing 130

Investing Mutual Funds Portfolios Stock Market 130

The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 — Liz Ann Sonders (@LizAnnSonders) August 18, 2023 Where's the recession? UK and German bonds advanced.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. Kind of unique. They have a very unique approach.

Mutual Funds 59

Mutual Funds Companies Assets Banks 59

Pension Pulse

MAY 8, 2023

Schwarzman to come to Montreal, I'd personally ask him to donate $250 million to McGill University to fund the Charles Taylor Center for the Humanities. In 2007, Taylor won the $1.5M which sponsors various projects on science and religion, was founded by mutual funds entrepreneur Sir John M.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. And then you see some surprise events. So it was kind of interesting. We’ve seen a couple of these events now.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

Here are some funds worth tracking closely. Below, are a few funds investors track closely. Some asset managers have excellent track records. 10) Geode Capital Management 11) Goldman Sachs Group 12) JP Morgan Chase & Co. Since the top - each surge in new highs the Nasdaq has imploded.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. RITHOLTZ: 2007.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

JANUARY 2, 2025

That's true whether you're looking at pure market returns or total returns including gains on reinvested dividends: VOO data by YCharts Reason 3: There is no "bad time" to get started with index funds As noted earlier, short-term market dips will come and go but the whole economy keeps growing in the long run anyway.

Investors 246

Investors Mutual Funds Exchange-Traded Funds Stock Market 246

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. So, so difference being, you can only trade mutual funds.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. It shows up in mutual funds, where people put their money in a mutual fund. They were older, you know, companies that were over the hill in terms of their business models. The hot hand phenomenon.

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Education Finance Financing Taxes 119

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

Banks 59

Banks Stock Market Stock Market Legal 59