Remove 2019 Remove Deal Flow Remove Liabilities
article thumbnail

Markel Group (MKL) Q2 2023 Earnings Call Transcript

The Motley Fool

The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.

article thumbnail

A Conversation With OTPP's CEO on Their Mid-Year Results

Pension Pulse

As a defined benefit pension with liabilities that stretch decades into the future, Ontario Teachers’ remains focused on delivering consistent investment returns over the long term. 3 Comprises investments less investment-related liabilities. billion) include net investments and other net assets and liabilities of $2.7

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Main Street Capital (MAIN) Q2 2023 Earnings Call Transcript

The Motley Fool

NAV is defined as total assets minus total liabilities and is reported on a per share basis. To your point on the follow-on versus new investments, I think this has been a trend we talked about for the last couple of years really going back to 2019 and 2020. And to some extent, it's intentional on our side.

Capital 147
article thumbnail

Omega Healthcare Investors (OHI) Q1 2024 Earnings Call Transcript

The Motley Fool

for the fourth quarter of 2019 just prior to the onset of the COVID pandemic. We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. in January of 2022 to 80.8% Turning to portfolio matters.

Investors 130
article thumbnail

Grocery Outlet (GO) Q2 2024 Earnings Call Transcript

The Motley Fool

They're now back close to where they were in 2019. And while the promotional environment right now, as I mentioned, is really back to where it was in 2019, just being mindful of how that might change looking forward, and we'll we pay close attention, and we'll react to that. Overall, though, promotional levels are rational.

article thumbnail

Grocery Outlet (GO) Q4 2023 Earnings Call Transcript

The Motley Fool

We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. Yes, the technology implementation has had an impact, but the deal flow we're seeing the backdrop from a buying perspective feels very good.

Banks 130
article thumbnail

Highwoods Properties (HIW) Q2 2023 Earnings Call Transcript

The Motley Fool

Our total NOI over the last four quarters is 16% higher than full year 2019. higher than our 2019 average. And at the midpoint of our 2023 outlook, our FFO per share implies 7% growth over 2019 despite the headwind of higher interest rates. Cash flows remain healthy despite the significant headwind from higher interest rates.

Prospects 130