The Motley Fool

OCTOBER 11, 2024

active fixed income mutual funds. A number of significant whole portfolio institutional mandates funded in the quarter, and we continue to be chosen for large global solutions. Last month, we were selected as a fiduciary manager for a $30 billion Dutch pension fund with more than 30,000 members.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. Independent Clinical Services, a company owned by Blackstone, was founded to have evaded £3 million in taxes in 2012 alone, the letter said. I hope that they have an opportunity to be kids, to go to school and not be tired.

Due Diligence 52

Due Diligence Pension Funds Education Funds 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. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

NOVEMBER 10, 2023

billion in 2012: The deal puts the overall value of MLSE at $8 billion — a significant increase from when Bell Canada and Rogers Communications bought a 75 per cent stake in the company from the Ontario Teachers Pension Plan for $1.32 billion in 2012. Read his full comment here. This needs to change. Read full article here.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

APRIL 11, 2023

And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. RITHOLTZ: He was not a fan. DAMODARAN: He was a big dividend person.

Education 118

Education Finance Financing Taxes 118

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Finance 58

Finance Financing Debt Banks 58