The Motley Fool

DECEMBER 16, 2023

Indeed, often times the "less is more" crowd ends up with better returns than active investors. There's a largely overlooked name more investors might want to consider adding to their portfolio regardless of their long-term goals and risk tolerances. There's also nothing wrong with a boring, passive approach to picking stocks.

Active Investors 130

Active Investors Taxes Assets Returns 130

The Motley Fool

APRIL 5, 2024

The Motley Fool's in-house research team finds that while these investors allocate about 31% of their investable assets to ordinary listed stocks, they allocate an average of 27% of their portfolios to private equity investments. It was launched in 2013 as a mortgage-servicing rights outfit, but it's since grown into so much more.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Hedge Funds 130

Axial

NOVEMBER 9, 2023

” Visit Emigrant’s Profile “Appalachian Capital Holdings (AppCap) is a small private investment office that manages the assets of private families and individuals. Our investment focus centers on industrial technology, business services, and consumer lifestyle industries.” We do so with several key techniques.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Axial

SEPTEMBER 28, 2023

Consumer Sentiment (2013-2023) Source: Federal Reserve Economic Data As the long-term effects of the pandemic on the consumer sector continue to evolve in today’s post-pandemic environment, we thought it was a prescient time to check in with some of the M&A investment bankers and consumer acquirers on Axial’s platform.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banks Investment Banking 52

Private Equity Professional

SEPTEMBER 20, 2024

Rise was formed as a platform investment by Arbor Investments in 2013. Butterfly is an active investor in the agriculture, aquaculture, food and beverage products, food distribution and foodservice sectors. The Beverly Hills-headquartered firm was founded in 2016 and has over $4 billion of assets under management.

Active Investors 130

Active Investors Debt Finance Financing 130

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

FEBRUARY 17, 2025

It’s because of these biases that we have inefficiencies in the market that we can then exploit as active investors. So it’s just interesting to think about, again, as an investor, how do you handicap your own biases? So to me that was the definition of uncorrelated asset. 00:06:18 [Speaker Changed] Hmm.

Investing 59

Investing Funds Financing Finance 59