The Motley Fool

DECEMBER 23, 2024

In The Power of Dividends: Past, Present, and Future , the researchers at Hartford Funds compared the performance of dividend stocks to non-payers between 1973 and 2023. 30, PennantPark held nearly $1.984 billion in assets. But there are upsides, too, as you're about to see. Through Sept. This was comprised of $234.1

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

APRIL 9, 2025

Exchanging dollars for Tether or USD Coins is very straightforward, and then you have a crypto-based representation of simple dollars in your digital assets account. dip amid the collapse of the experimental Terra stablecoin in 2023. Asset manager giant Fidelity Investments is planning a stablecoin. USD Coin took a quick 3.4%

Banks 162

Banks Assets Accounting Asset Management 162

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Insights

MARCH 19, 2025

The deal, announced Tuesday, strengthens DWSs foothold in the alternative assets sector by providing first-look access to asset-based finance, direct lending, and other private credit transactions. DWS CEO Stefan Hoops emphasized that private credit is a critical offering for investors seeking exposure to real-economy assets.

Banks 162

Banks Financial Institutions Asset Management Finance 162

The Motley Fool

SEPTEMBER 9, 2024

Palantir shares have skyrocketed 370% since January 2023, a period that essentially coincides with the generative artificial intelligence boom started by ChatGPT. Its platform lets businesses collect data, develop machine learning models, and integrate those digital assets into an ontology.

Assets 246

Assets Shareholders Stock Market Stock Market 246

The Motley Fool

NOVEMBER 15, 2024

Our improvement is a direct byproduct of our hard work integrating Amobee's technology, data assets, and talent base, which we accomplished amid challenging macroeconomic conditions, as well as our rebrand to Nexxen. million, achieving 12% growth from Q3 2023. The combination of which has boosted our standing within the industry.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Capital Shareholders 246

The Motley Fool

MARCH 28, 2025

The stock has returned 295% since January 2023, and still has a consensus rating of "buy" among Wall Street analysts. For instance, asset managers that offer S&P 500 index funds must buy DoorDash shares to ensure their product accurately reflects the benchmark index.

Education 246

Education Asset Management Assets Accounting 246

The Motley Fool

JANUARY 3, 2025

Steven Cohen of Point72 Asset Management bought 1.5 But shares currently trade at 52 times earnings , a discount to the multiple of 62 times earnings in January 2023. Indeed, the stock currently trades at 42 times earnings, which is double its valuation of 21 times earnings in early 2023. He also sold 4.9 Meanwhile, he sold 1.5

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

MARCH 19, 2025

billion increased 229 million, or 26%, compared with 2023, driven in large part by higher spending from our clients, including significant incremental contributions related to our new ATP and NBA deals. So, for the most part, that is the asset that we're acquiring as part of this transaction. dollar-denominated sports rights.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

The Motley Fool

DECEMBER 16, 2024

Karp proclaimed, "the experts that write about these things seem to believe the commodity, i.e., the LLM, is the valuable aspect of this and that the actual asset, meaning how you manage the commodity, is the actual value." In April 2023, Palantir released its fourth major product called the Artificial Intelligence Platform (AIP).

Assets 246

Assets Accounting Companies Investors 246

Private Equity Insights

APRIL 9, 2025

The fundraising spanned two years, during a period marked by falling asset valuations and rising interest rates that brought an end to a decade of ultra-cheap capital. The close cements the firms position as a major buyer-in-waiting, with considerable dry powder available to target distressed or mispriced assets as conditions stabilise.

Funds 147

Funds Buyout Bidding Assets 147

Private Equity Insights

JANUARY 9, 2025

The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022. Deal volumes remained consistent with historical trends, as increased activity in North America and Europe offset a 49% drop in Asia-Pacific deal volumes since 2023. Moreover, healthcare IT deal activity rebounded in 2024, driven by multiple factors.

Assets 130

Assets Funds Accounting Capital 130

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. This move follows BlackRocks $30bn expansion into private credit, financial data, and infrastructure assets in 2023.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

Private Equity Insights

FEBRUARY 28, 2025

Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Read more here.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

Private Equity Insights

JANUARY 21, 2025

KKR, the global investment firm, has entered a binding agreement to acquire Dawsongroup, a leading UK-based asset leasing company, as part of its Global Climate strategy. The company provides leasing solutions for vehicles, refrigerated boxes, and other business-critical assets, integrating customisation, maintenance, and repair services.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Assets 130

Private Equity Wire

JANUARY 13, 2025

This surge was driven by an increase in the number of large deals, with five transactions surpassing $5bn, compared to two deals in 2023 and just one in 2022. Traditionally focused on provider assets, these funds are now expanding into healthcare IT, provider services, biopharma, and medtech.

Due Diligence 96

Due Diligence Buyout Public Companies Assets 96

The Motley Fool

DECEMBER 18, 2024

Listeners should be aware that the change in Organigram's year-end effected in fiscal 2023 resulted in fiscal 2023 containing 13 months and Q4 fiscal 2023 containing four months. million in fiscal 2023. Regarding our operating expenses in Q4, we saw a sequential decrease of 11% to $16.9 million in Q4 compared to $3.5

Leveraging 239

Leveraging Legal Depreciation Liabilities 239

Private Equity Insights

APRIL 8, 2025

Launched in late 2023, Fusion provides non-US-based wealthy investors access to Hgs private equity funds and co-investment opportunities. The vehicle is now oversubscribed and closed the first quarter of 2025 with $1.2bn in assets under management.

High Net Worth Individuals 147

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 147

Private Equity Insights

JANUARY 23, 2025

These funds will support the SUSI Asia Energy Transition Fund (SAETF) and the Sustainable Asia Renewable Assets (SARA) platform. The Dam Nai wind farm in Vietnam, acquired by SUSI in October 2024, will serve as the platforms cornerstone asset.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investors Funds 130

Private Equity Insights

APRIL 11, 2025

A previous attempt to sell the company to EQT in 2023 collapsed, despite final bids reportedly valuing the firm at around $8bn including debt. Founded in 2004, SC Capital manages approximately $6bn in assets across opportunistic real estate, core-plus, and infrastructure strategies.

Capital 147

Capital Investors Bidding Stakes 147

The Motley Fool

JANUARY 15, 2025

The case was brought in 2020 and saw an initial judgement in 2023 that fined Ripple $125 million -- far below the $2 billion penalty sought by the SEC. Thanks to the lower-than-expected CPI inflation, investors are warming back up to cryptocurrencies and speculative assets. The report showed core inflation of 3.2%

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Legal Assets Funds 189

The Motley Fool

JANUARY 21, 2025

Metric Q4 2024 Actual Q4 2024 Analysts' Estimate Q4 2023 Actual % Change Adjusted EPS $1.01 $0.91 $0.68 The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. trillion in client assets to Schwab's platform. billion from asset management and administration fees.

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

JANUARY 20, 2025

Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. billion reported at the end of 2023. Nu Holdings has opened up banking to millions in Brazil For many years, Brazilians lacked access to an inclusive banking system. Currently, this stands at $15.2

Banks 225

Banks Financial Services Leveraging Accounting 225

The Motley Fool

APRIL 1, 2025

Brookfield Asset Management (NYSE: BAM) and Blackstone Group (NYSE: BX) are two of the biggest alternative asset managers in the world. Each has already surpassed the milestone of having $1 trillion in assets under management ( AUM ). They generate very lucrative recurring fees for managing those assets on behalf of clients.

Asset Management 130

Asset Management Pension Funds Hedge Funds Assets 130

Private Equity Insights

JANUARY 14, 2025

Princeton, which manages $1.3bn in assets, has a history of backing wellness brands like Massage Envy and D1 Training. The boutique fitness market, valued at $48bn in 2023, is projected to grow to $86bn by 2030. While the size of the investment remains undisclosed, it represents a key step in Barrys growth strategy.

New York Stock Exchange 130

New York Stock Exchange Investing Stock Exchanges Leveraging 130

The Motley Fool

MARCH 6, 2025

In late 2023, the REIT made the strategic decision to exit the office sector. Carey reset its dividend in late 2023, ending 25 straight years of annual increases. Carey has been recycling the capital from asset sales into new properties with better long-term growth fundamentals. Its revenue declined 9.2%

Shareholders 130

Shareholders Assets Portfolios Funds 130

Private Equity Insights

JANUARY 8, 2025

Much like traditional secondaries, these investments provide the benefit of choosing specific assets rather than relying on a blind pool, along with a diminished J-curve in comparison to standard primary investing. By way of background, Lichter sold Newbury to Bridge Investment Group in 2023.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Assets 130

The Motley Fool

DECEMBER 20, 2024

After just one year down with two to go, we're already over 80% of the way toward achieving both of these targets, calling for a 50% increase in EBITDA per ALBD from our 2023 starting point and ROIC of 12%, both of which would be the highest the company has seen in almost 20 years. billion of debt, over $8 billion off the January 2023 peak.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

Private Equity Insights

APRIL 3, 2025

This marks Partners Groups tenth continuation vehicle investment in three years and its second in Spain since 2023. The firms Infrastructure business currently manages $27bn in assets globally. Impact investor Blue Earth Capital is also participating in the fund. Can`t stop reading?

Capital 147

Capital Funds Stakes Assets 147

Private Equity Wire

NOVEMBER 14, 2024

In recent years, private equity firms have increasingly divested from energy assets, leveraging higher commodity prices to profitably exit oil and gas investments. Earlier in 2023, EnCap Investments sold XCL Resources to SM Energy and Grayson Mill Energy to Devon Energy.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Leveraging Assets 98

The Motley Fool

MARCH 28, 2025

billion in Amazon stock accounts for roughly 24% of Berkshire's $289 billion of invested assets. However, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Collectively, the $67.1 billion currently held in shares of Apple and the $2.06

Investing 319

Investing Buyout Assets Asset Management 319

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

Private Equity Professional

JANUARY 8, 2025

1] Already enjoying years of measured growth, when banks and the broadly syndicated loan market stepped back from lending in 2023 due to market volatility, private credit stepped up, cementing private credits position as a force in financing markets. trillion by 2030. [2]

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Wire

NOVEMBER 12, 2024

Deutsche Numis surveyed 200 senior private equity executives, who expressed growing interest in public-to-private transactions, with 26% of respondents identifying public assets as their primary pipeline focus – a notable increase from just 14% in 2023.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Buyout Debt 94

Private Equity Insights

APRIL 8, 2025

This new fund follows Swisscantos fully subscribed Switzerland Growth I and World Carbon Solutions I, which closed in October 2023 with CHF130m in commitments. of their assets to private equity. A Swisscanto spokesperson confirmed that several pension funds have already committed.

Pension Funds 147

Pension Funds Private Equity Managers Consulting Consultants 147

Private Equity Insights

MARCH 11, 2025

Despite ongoing challenges in the exit environment, the firm achieved $18bn in realisations last yeara 53% increase from 2023. The firm secured $22bn in new commitments, with evergreen funds accounting for $8.4bn, or 39% of total inflows.

Funds 147

Funds Performance Fees Capital Assets 147

The Motley Fool

FEBRUARY 7, 2025

Metric Q4 2024 Analysts' Estimate Q4 2023 Change (YOY) Adjusted EPS $2.10 $2.13 $2.06 It offers a broad range of trading solutions like equities, derivatives, FX (foreign exchange), and digital assets. 2% Net revenue $524.5 million $525 million $499 million 5.1% Operating income $298.5 million $294 million 1.5%

Taxes 130

Taxes Assets Returns Investors 130