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.

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

Our current portfolio includes retail, advertising, logistics, imports, business services and E-commerce.” While we take a hands-on approach in managing our investments, the senior management teams at our portfolio companies run their companies’ day-to-day activities.” 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

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

Private Equity Professional

SEPTEMBER 20, 2024

Rise was formed as a platform investment by Arbor Investments in 2013. Brill was acquired from Baker & Baker Group , a portfolio company of Rhone Capital. Butterfly is an active investor in the agriculture, aquaculture, food and beverage products, food distribution and foodservice sectors.

Active Investors 130

Active Investors Debt Finance Financing 130

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? It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.

Investing 59

Investing Funds Finance Financing 59