The Big Picture

JULY 4, 2023

BCG being really delving into what makes industries and companies go, the strategy. I was in my second year and my entire class had left to go start a tech company of some sort in California. Back in 2009 or maybe it was ’10, if you remember, hedge funds were largely short Lululemon. WEINSTEIN: How does that happen?

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

OCTOBER 17, 2023

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. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

Pension Pulse

MAY 24, 2023

He described the fund’s investments in China as “surgical,” adding that he is comfortable with the companies and that the majority of the investments are liquid, meaning there is less risk if they needed to be sold. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MAY 22, 2024

The fund remains focused on economywide reductions and helping companies transition, said Graham, rather than short-term targets. Really focusing on investing in companies, and investing in their decarbonization plans, and not focused on short-term, because in the short term, we could even see the carbon in our portfolio increase."

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

DECEMBER 23, 2024

One area that deserves some blame is the fees that these fund managers charge. For example, more sophisticated hedge funds typically charge a flat management fee of 2%, coupled with a performance fee that takes 20% of annual profits. I also think over-diversification is a problem that results in poor returns.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

JANUARY 15, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $341,656 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,179

Banks 243

Banks Investment Banks Investment Banking Capital 243