Private Equity Insights

FEBRUARY 12, 2025

Investor preferences have shifted toward larger asset managers with diversified strategies or niche specialists, making fundraising more competitive. Since 2018, BC Partners has centralized decision-making under sole Chairman Raymond Svider and reduced its management committee from nine partners to five.

Leveraging 130

Leveraging Mergers and Acquisitions Private Equity Firms Private Equity Firms 130

Private Equity Wire

NOVEMBER 12, 2024

Mayfair Equity Partners (Mayfair), a dedicated consumer and technology investor with over £2bn in assets under management, has appointed Josko Grljevic to the newly created role of Chief Technology Officer (CTO) based in London.

Consulting 97

Consulting Consultants Assets Portfolios 97

The Motley Fool

FEBRUARY 7, 2024

ExxonMobil (NYSE: XOM) launched an ambitious strategy in 2018 to more than double its earnings and cash flow by 2025, assuming similar commodity prices. Woods pointed out that the execution of its 2018 strategy helped it deliver industry-leading results across many metrics. "On billion of non-core assets. Achieved $9.7

Assets 246

Assets Capital Portfolios Returns 246

Private Equity Professional

DECEMBER 5, 2024

Under Wynnchurch’s ownership, Texas Hydraulics expanded its portfolio by acquiring The Oilgear Company , a Michigan-based manufacturer of hydraulic pumps, valves, and systems used in heavy-duty applications, in April 2018. Its investment strategies span credit and real estate, private equity, and permanent capital.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Capital 130

The Motley Fool

SEPTEMBER 8, 2024

million price target on one particular crypto asset. Venture capitalist Tim Draper -- who famously invested in Twitter, Coinbase , Tesla , SpaceX, Ring, and Cylance -- predicted in 2018 that Bitcoin would reach "$250,000 by 2022." But between 2018 and 2022, its value did rise by roughly 1,000%.

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Assets Portfolios Returns Investors 246

The Motley Fool

JANUARY 19, 2024

A 13F provides an under-the-hood look at what Wall Street's brightest minds purchased and sold in the previous quarter and is a required filing for persons and entities with at least $100 million in assets under management. 12, Berkshire Hathaway's investment portfolio had $361 billion of invested assets spread across roughly 50 stocks.

Stakes 244

Stakes Shareholders Assets Accounting 244

Private Equity Wire

JANUARY 21, 2025

Azalea is a subsidiary of Seviora Holdings, which is fully owned by Temasek, the Singaporean state investment firm managing SGD389bn (approximately $283.6bn) in assets as of 31 March, 2024.

Accredited Investors 94

Accredited Investors Private Equity Firms Private Equity Firms Assets 94

The Motley Fool

DECEMBER 21, 2023

A growing portion of Berkshire's portfolio Berkshire's position in Apple hasn't changed much since 2018. In 2018, Apple stock was 22% of Berkshire's portfolio. Since the end of 2018, Apple has delivered investors a total return of 423%, crushing the S&P 500's 104% return over the same period.

Portfolios 245

Portfolios Stakes Conglomerates Investing 245

The Motley Fool

DECEMBER 28, 2023

The company hasn't increased its payment every year, but it has grown the payout at a 6% compound annual pace since 2018. Drilling down into the deal Williams has agreed to buy a portfolio of natural gas storage assets from Hartree Partners for nearly $2 billion. times in 2018. dividend yield. billion to $6.8

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The Motley Fool

SEPTEMBER 23, 2023

The entertainment conglomerate also owns Marvel, Pixar, Star Wars , ESPN, ABC, Hulu, and a slew of cable networks, including those it gained from Fox in its 2018 deal. Disney has stressed that the talks are preliminary and that it may not sell ABC or any of the related assets. In fiscal 2019, its broadcasting division brought in $8.3

Assets 246

Assets Conglomerates Bidding Debt 246

The Motley Fool

APRIL 22, 2024

Previously confined to traditional assets like stocks, bonds, and mutual funds, the $100 trillion wealth management industry now has direct access to Bitcoin. Bitcoin's behavior, driven by network dynamics rather than typical asset patterns, aligns with this principle. Since he introduced it, in 2018, it has been remarkably reliable.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Pension Funds Assets 246

The Motley Fool

MAY 10, 2024

Buffett's buying activity has been selective A 13F is a required quarterly filing for institutional investors and money managers with at least $100 million in assets under management. Prior to midpoint of July 2018, buybacks could only be undertaken if the company's stock fell to or below 120% of book value.

Stakes 246

Stakes Investing Shareholders Capital 246

The Motley Fool

FEBRUARY 27, 2025

Since real estate investment trust (REIT) Vici owns the property, it owns what might be the most valuable asset of that casino. The longer-term picture is even better, given that Vici has increased its dividend every year since it started paying a dividend in 2018. It is already one of the largest owners of casino assets.

Investors 130

Investors Assets Debt Shareholders 130

Private Equity Wire

NOVEMBER 26, 2024

Hearthside, which produces a range of food products including frozen burritos and crackers, filed in a Texas court on Friday, listing assets and liabilities between $1bn and $10bn. The move comes after the food company failed to refinance significant debt. Bloomberg had reported last week that a bankruptcy filing was imminent.

Debt 97

Debt Private Equity Firms Private Equity Firms Law Firms 97

The Motley Fool

FEBRUARY 15, 2024

In 2018, the Federal Reserve issued an asset cap in response to other risk management problems, which has restricted the bank's growth. However, some of today's gains may be due to hopes that the asset cap might be lifted. Keep an eye out for any news on the asset cap, as that could give Wells Fargo stock a significant boost.

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Banks Assets Accounting Returns 239

The Motley Fool

SEPTEMBER 30, 2024

Berkshire is sitting on enormous unrealized capital gains for both stocks, which have climbed considerably from Berkshire's original purchase prices from 2016 through 2018. If he thought they were undervalued, he'd be willing to pay higher taxes later to own an undervalued asset today.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

JULY 9, 2024

Berkshire Hathaway Although Warren Buffett and his investing crew haven't purchased shares of Occidental Petroleum in all 10 quarters since the start of 2022, they have bought shares of another beloved stock for 23 consecutive quarters (through March 31), dating back to the summer of 2018.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

AUGUST 30, 2023

Now, sources told Bloomberg, Barr is delivering specific warnings known as "matters requiring attention" and the slightly more urgent "matters requiring immediate attention," or MRAs and MRIAs, to regional banks with $100 billion to $250 billion in assets -- or so-called Category IV banks that are the same size as those that went under in March.

Banks 246

Banks Law Firms Assets Financial Services 246

The Motley Fool

NOVEMBER 25, 2024

A 13F provides investors with a concise snapshot of which stocks Wall Street's smartest asset managers purchased and sold in the latest quarter (in this case, the September-ended quarter). But on July 17, 2018, Berkshire's board amended the rules governing buybacks to allow Buffett and Munger to get off the proverbial bench.

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Initial Public Offering Hedge Funds Banks Shareholders 246

Private Equity Wire

JANUARY 16, 2025

I Squared Capital, which manages over $40bn in assets, had also engaged in discussions for a potential HKBN buyout in 2023, but those talks did not result in a deal. In 2018, the company acquired fixed-line operator WTT in a $1.34bn deal. The telecommunications giant had previously expressed interest in HKBN nearly two years ago.

Bidding 96

Bidding Buyout Private Equity Firms Private Equity Firms 96

Private Equity Wire

NOVEMBER 7, 2024

Sullivan Street acquired the business in 2018 through a complex carve-out of the trade and assets of the UK grounds maintenance division of ISS, one of the largest integrated facilities management businesses, and rebranded to Tivoli that same year.

Companies 98

Companies Assets Portfolios Investing 98

The Motley Fool

DECEMBER 15, 2024

A related topic for this phenomenon is called the Greater Fool Theory -- an idea that explores the notion of investors paying a premium for assets because they think prices will continue appreciating, causing someone else (the greater fool) to pay even more. BLOK data by YCharts.

Exchange-Traded Funds 244

Exchange-Traded Funds Funds Capital Assets 244

The Motley Fool

APRIL 28, 2024

He manages Pershing Square Capital Management, the hedge fund he founded, which has nearly $11 billion in assets under management. Ackman invested in the hotel operator in late 2018, significantly boosting his stake at the height of the pandemic, betting travel would eventually rebound. That bet has paid off big time.

Hedge Funds 246

Hedge Funds Portfolios Investors Stakes 246

The Motley Fool

JULY 23, 2024

In February 2018, Vanguard debuted a number of exchange-traded funds (ETF) that use rules-based quantitative models to analyze U.S. The idea is to invest in companies that are cheap based on what they own (assets) or what they make (profits) rather than speculate about where a company will be years from now. There's the Vanguard U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Banks Funds 246

The Motley Fool

MARCH 4, 2024

A 13F gives investors an over-the-shoulder look at what Wall Street's greatest money managers have been buying and selling, and is a required quarterly filing for institutions and investors with at least $100 million in assets under management. On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

AUGUST 5, 2024

We also barely avoided a 20% decline in 2018. Year Annual Return of the S&P 500 (Including Dividends) 2014* 5.46% 2015 1.38% 2016 11.96% 2017 21.83% 2018 -4.38% 2019 31.49% 2020 18.40% 2021 28.71% 2022 -18.11% 2023 26.29% 2024** 15.44% *Beginning July 30, 2014. Despite three major setbacks, stocks proved extremely resilient.

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Stock Market Stock Market Returns Investors 246

The Motley Fool

SEPTEMBER 20, 2024

Warren Buffett has been a very selective buyer of stocks for nearly two years No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission.

Companies 246

Companies Stakes Banks Portfolios 246

The Motley Fool

MARCH 28, 2025

First, a company must have its headquarters and a plurality of its assets in the United States. based company, but it hasn't been consistently profitable on a GAAP basis since 2018. The result is a significant intangible asset amortization expense that gets included in its GAAP earnings. Marvell is a U.S.

Investing 263

Investing Amortization Assets Accounting 263

The Motley Fool

SEPTEMBER 17, 2024

It operates the country's largest interstate-gas pipeline by volume and operates fee-based gathering and processing assets across a dozen key supply areas. It has increased its payout at a 6% compound annual growth rate (CAGR) since 2018. Those midstream assets generate very predictable fee-based cash flow.

Assets 246

Assets Stakes Returns Investors 246

Private Equity Wire

NOVEMBER 4, 2024

Founded in 2018, Infranity has built a strong position in infrastructure debt and equity investments, closing almost 100 investments in excess of c€9bn. Infranity’s rapidly growing assets under management now exceed €11bn.

Debt 86

Debt Finance Financing Assets 86

The Motley Fool

JANUARY 24, 2024

In fact, at least two of the new spot Bitcoin ETFs have attracted more than $1 billion in new investor money, and assets under management of these new ETFs are growing at a rapid rate. In the decade from 2011-2021, Bitcoin was the best-performing asset in the world. And that's what has me concerned about the new Bitcoin ETFs.

Exchange-Traded Funds 244

Exchange-Traded Funds Bidding Assets Returns 244

Private Equity Professional

JANUARY 8, 2025

The sector has become extremely attractive for investors, with LPs and asset managers pouring money into private credit. The sector has become extremely attractive for investors, with LPs and asset managers pouring money into private credit.

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. While Lennar will acquire the WIP inventory and the homebuilding operations.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

OCTOBER 25, 2024

They're a required filing for institutional investors with at least $100 million in assets under management -- and Buffett is overseeing a 43-stock, $317 billion portfolio. Prior to July 2018, Buffett and his right-hand man Charlie Munger, who passed away last November, had their hands tied when it came to buybacks.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

MARCH 11, 2024

of invested assets as of the closing bell on March 6. Share buybacks at Berkshire Hathaway took a big turn in mid-July 2018. Everything changed on July 17, 2018, which is when Berkshire's board reworked the covenants governing share repurchases to allow Warren Buffett and the late, great Charlie Munger to work their magic.

Debt 246

Debt Shareholders Stakes Accounting 246

The Motley Fool

FEBRUARY 18, 2024

By the end of 2018, Berkshire had racked up just shy of 1 billion shares. Apple has become Berkshire's largest holding because the buying spree between 2016 and 2018 proved to be a genius move. between the end of 2018 and Feb. Berkshire's evolving Apple position Berkshire began acquiring Apple stock in 2016. million shares.

Taxes 246

Taxes Stakes Banks Shareholders 246

The Motley Fool

JUNE 4, 2024

Enbridge is built to pay reliable dividends Reuben Gregg Brewer (Enbridge): Using a toll-taker business model, Enbridge owns a massive portfolio of oil pipelines , natural gas pipelines, regulated natural gas utilities, and clean energy assets. The company has grown its payout at a 6% compound annual rate since 2018, including 6.1%

Debt 242

Debt Shareholders Portfolios Capital 242