Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. Today, with interest rates that are higher than four per cent, (and) credit returns that are 7.5

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

AUGUST 2, 2023

See the 10 stocks *Stock Advisor returns as of August 1, 2023 And now with that, I'll turn the call over to Evolent's CEO, Seth Blackley. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. You can’t just hope to lever up a good company and generate a return that way.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

APRIL 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. But ultimately, flows follow performance as well as innovation as we're seeing now. Blackstone is built on long-term investment performance.

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. And I’m not returning the call, right? Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. RITHOLTZ: Wow.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 The CPP fund has a 10-year net return of 10 per cent. That beat the fund’s reference portfolio (an internal benchmark it sets for itself), which had a return of just 0.1 CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. That’s a, that’s a function of returns.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

OCTOBER 31, 2023

Stock Advisor returns as of October 23, 2023 This video was recorded on Oct. Blackstone is in the business of investing capital, and earning management and performance fees on that invested capital. Deidre Wollard: Let's talk a bit about Haggerty because you went public in 2021, but the history of the business is so much older.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

JULY 15, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of July 15, 2024 Larry Fink -- Chairman and Chief Executive Officer Thank you, Chris. Operating income of 1.9

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JULY 18, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Our largest data center portfolio company, QTS, has grown lease capacity seven times since we took it private in 2021. Performance has been exceptional.

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 25, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Stepping back, over the last two years, the campaign by central banks to control inflation has resulted in muted returns for most traditional asset classes.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 In addition, we will be discussing some non-GAAP financial measures during today's call. Since 2021, we have deployed $5.8 Book value, up 8% since 2021, very stable quarter over quarter. We raised $300 million. So you understand our thought process.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. billion of fee revenues. This performance has fueled exceptional growth with AUM today of $55 billion, up 34% just in the past year alone.

Management Fees 130

Management Fees Assets Capital Funds 130