Private Equity Insights

JANUARY 13, 2025

Series B funding round for Float Financial, a Canadian business finance platform. This new funding raises Float’s total capital secured over the past 12 months to $83m, including a $34.6m This funding round highlights the confidence of private equity investors in Float’s innovative approach to business finance.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Finance 130

Private Equity Insights

MARCH 11, 2025

The firm secured $22bn in new commitments, with evergreen funds accounting for $8.4bn, or 39% of total inflows. The firm launched seven new evergreen strategies, bringing its total in this segment to 20 funds. These vehicles now represent 32% of its total AUM. The firms financial performance also outpaced expectations.

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Funds Performance Fees Capital Assets 147

Private Equity Insights

JANUARY 22, 2025

in commitments across six private equity funds and one private credit fund. The pension committed $155m to growth-focused private equity funds, including $50m to Bansk Fund II, $30m to GTCR Strategic Growth Fund II, and $75m to TPG Growth VI. The Los Angeles Fire & Police Pension System approved $382.2m

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Funds 147

The Motley Fool

MARCH 19, 2025

Six decades ago, his fledgling fund acquired the struggling textile maker Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Amazon Amazon, the world's largest e-commerce and cloud infrastructure company, accounts for 0.70% of Berkshire's portfolio. billion stake now accounts for 2.9% That's a six-bagger gain in 14 years.

Conglomerates 245

Conglomerates Financial Institutions Banks Stakes 245

The Motley Fool

NOVEMBER 24, 2024

Step one is to open a retirement account with a top stock broker so you can start building your investment portfolio. The first is that it will help you find some spare cash that you can use to build your retirement fund. It's never too late to start saving, and you've still got a number of working years ahead of you.

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Accounting Taxes Finance Financing 242

The Motley Fool

JANUARY 16, 2025

I generally buy a few shares every month or so when I have a little extra cash in my retirement account to spare. Here's why I loaded up on shares of the real estate investment trust ( REIT ) in my retirement account. It was on track to grow its adjusted funds from operations ( FFO ) by 4.8% Where to invest $1,000 right now?

Accounting 245

Accounting Asset Management Management Fees Assets 245

AltAssets

JANUARY 22, 2025

Investcorp has been picked by Malaysian pension major Kumpulan Wang Persaraan to run a private equity separate account of more than $110m. The post Investcorp triumphs after ‘highly competitive process’ from Malaysian pension major to run $110m PE managed account appeared first on AltAssets Private Equity News.

Accounting 98

Accounting Pension Funds Buyout Funds 98

The Motley Fool

DECEMBER 6, 2024

Cohen's fund closed out the September-ended quarter with more than $39 billion in AUM, which includes various put and call options, as well as common-stock positions. This means Cohen's fund exited prior to Supermicro completing its first-ever stock split of 10-for-1 following the close of trading on Sept.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

FEBRUARY 27, 2025

The index fund is most heavily weighted toward electric utilities (61%) and multi-utility companies (25%), but also provides exposure to independent power producers (6%), gas utilities (5%), and water utilities (3%). JPMorgan strategist Aaron Mulvihill estimates data centers will account for about 11% of U.S.

Funds 147

Funds Investing Legal Shareholders 147

Private Equity Wire

JANUARY 21, 2025

Private investment house Ardian has raised a record 3.2bn for its sixth-generation Expansion Fund, Ardian Expansion Fund VI (AEF VI), which will focus on making equity investments ranging from 50m to 300m, in private mid-sized businesses. Already 33% deployed, the fund has completed eight transactions in category-leading companies.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

The Motley Fool

NOVEMBER 11, 2024

Tax-advantaged retirement accounts are wonderful financial vehicles that can help you build wealth and plan for retirement. It's critical to be aware of all the rules surrounding these retirement accounts in order to avoid making any mistakes and incurring penalties. or $20,325 from your account. Let's take a look at a big one.

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Accounting Taxes Funds Companies 241

The Motley Fool

MARCH 26, 2025

In fact, Berkshire sold the only two index funds in its portfolio, both of which tracked the S&P 500 (SNPINDEX: ^GSPC). Learn More That decision was somewhat surprising, because Buffett has often argued that S&P 500 index funds are the best way for most nonprofessional investors to get exposure to U.S. stock market.

Funds 246

Funds Conglomerates Shareholders Stakes 246

The Motley Fool

JANUARY 27, 2025

The program is staying afloat by draining money from its trust funds, but it can't do that forever. But cuts remain a possibility if the government doesn't find a way to increase the program's funding. A recent Congressional Budget Office (CBO) report indicated the trust funds would be depleted by 2034.

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Taxes Funds Accounting Investing 246

FinSMEs

FEBRUARY 4, 2025

Qount, a Plano, TX-based developer of AI-powered practice management software solutions for public accounting firms, raised $17M in funding. The round was led by Savant Growth, with funding from its investment partner,Kennet Partnerswith a co-investment from the new leadership team.

Funds 93

Funds Accounting Investing 93

The Motley Fool

OCTOBER 21, 2024

This boring index fund has beaten the S&P 500 over its lifetime! Read on to discover how this simple index fund can be the simple millionaire-making investment you'll want in your portfolio. This index fund has outperformed the S&P 500, and it's no fluke. And sometimes, simplicity is better. What's its secret?

Funds 246

Funds Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

OCTOBER 28, 2024

Professional fund managers are extremely smart, highly educated, hard-working, and ultra-competitive. If you can perform in the top 2% of all professional fund managers on Wall Street, you're sure to find yourself with a very handsome payday at some point. All you have to do is buy a broad-based index fund and hold it for years.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

NOVEMBER 11, 2024

During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest artificial intelligence (AI) stocks. According to estimates from TechInsights, Nvidia accounted for 98% of GPUs shipped to data centers in 2022 and 2023, and seems unlikely to relinquish much of its market share this year.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

OCTOBER 18, 2024

If you want to grow your portfolio's balance to more than $1 million, a good way to balance risk and growth is by investing in an exchange-traded fund (ETF). One fund that can help you achieve that is the Vanguard Growth Index Fund ETF (NYSEMKT: VUG). Historically, the fund has generated strong returns for investors.

Funds 246

Funds Exchange-Traded Funds Portfolios Returns 246

Private Equity Wire

JANUARY 21, 2025

Global alternative investment firm Investcorp has secured a $110m special managed account (SMA) mandate focussing on private equity investments, from Malaysia’s Kumpulan Wang Persaraan (Diperbadankan) (KWAP), one of the countrys top two pension funds.

Pension Funds 85

Pension Funds Funds Assets Accounting 85

The Motley Fool

DECEMBER 11, 2024

However, of the 45 stocks and exchange-traded funds exchange-traded funds (ETFs) Berkshire owns, only one has a dividend yield above 5% -- and it's a stock Buffett has owned for over a decade. Passive income can compound into vast sums of wealth and make money productive as investors wait for a stock to appreciate.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

NOVEMBER 10, 2024

Exchange-traded funds (ETFs) can provide you with many excellent options for the long term, and you don't have to feel locked in and focus strictly on growth stocks or just dividend stocks. The fund includes stocks that have excellent track records of increasing their dividend payments over the years.

Investors 246

Investors Funds Exchange-Traded Funds Prospects 246

The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is the second largest position in Citadel's portfolio, excluding options contracts and index funds.

Stakes 245

Stakes Shareholders Prospects Portfolios 245

The Motley Fool

NOVEMBER 15, 2024

Reinvested dividends account for 85% of the S&P 500's total returns since 1960. The following exchange-traded fund (ETF) is arguably the best building block around. The fund replicates and follows the Dow Jones U.S. The remaining industries represent less than 10% of the fund, including technology at just 8.8%.

Funds 245

Funds Exchange-Traded Funds Returns Accounting 245

The Motley Fool

DECEMBER 15, 2024

Professional fund managers tend to be highly educated, hard-working, and extremely smart. But it doesn't take a highly complex trading plan to come out ahead of 98% of professional mutual fund managers over the long run. If you want to beat the professionals, your best bet is to buy a broad-based index fund and just hold onto it.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

The Motley Fool

JANUARY 20, 2025

After all, most people just don't seem to earn enough money at their jobs to amass a seven-figure account with their workplace retirement plan. Mutual fund company Fidelity reports that as of the third quarter of 2024, over 540,000 participants in the workplace retirement plans it administers were sitting on million-dollar-plus stashes.

Mutual Funds 130

Mutual Funds Accounting Funds Stock Market 130

The Motley Fool

OCTOBER 29, 2024

A safer option than investing in individual stocks is to hold an exchange-traded fund ( ETF ) in your portfolio. Here's how investing $275 per month in that fund can set you up for some massive gains in the long run. There are 71 stocks in total in the fund, and it won't be as diverse as many other ETFs.

Funds 244

Funds Exchange-Traded Funds Portfolios Banks 244

Private Equity Insights

JANUARY 9, 2025

North America led the market, accounting for 65% of global deal value, followed by Europe at 22% and Asia-Pacific at 12%. Similarly, biopharma companies are upgrading clinical trial IT infrastructure to streamline drug development amid tighter funding and increasing regulatory pressures. Source: PR Newswire Can’t stop reading?

Assets 130

Assets Funds Accounting Capital 130

The Motley Fool

OCTOBER 19, 2024

In the first half of 2024, the billionaires listed below started positions in BlackRock 's exchange-traded fund (ETF) that tracks the spot price of Bitcoin (CRYPTO: BTC). The fund is called the iShares Bitcoin Trust (NASDAQ: IBIT). Also, spot Bitcoin ETFs tend to be cheaper than transacting on cryptocurrency exchanges.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Hedge Funds Assets 246

The Motley Fool

DECEMBER 14, 2024

In a very short time, it has become the most popular way for investors to get exposure to Bitcoin and now ranks among the top 1% of all exchange-traded funds (ETFs) in terms of assets under management. The iShares fund invests exclusively in the cryptocurrency. What is the iShares Bitcoin Trust? That's a big deal.

Exchange-Traded Funds 237

Exchange-Traded Funds Funds Assets Accounting 237

The Motley Fool

JANUARY 16, 2025

However, one transaction stands out as altering which stocks and exchange-traded funds (ETFs) Berkshire Hathaway owns. Though the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment fund known as New England Asset Management (NEAM).

Portfolios 246

Portfolios Asset Management Exchange-Traded Funds Buyout 246

The Motley Fool

JANUARY 21, 2025

You don't want to pay taxes on your retirement account withdrawals The main advantage of Roth IRAs is that you get tax-free withdrawals in retirement, as long as you're at least 59 1/2 years old and have had the account for at least five years. You could also invest it in a taxable brokerage account.

Taxes 130

Taxes Accounting Funds Capital 130

The Motley Fool

JANUARY 5, 2025

Billionaire fund manager Ron Baron says Tesla could be a $5 trillion company within a decade. Nvidia accounts for 98% of data center GPU sales, and its dominance is largely due to its ecosystem of software development tools called CUDA. That implies about 185% upside from its current market value of $3.5

Shareholders 246

Shareholders Returns Accounting Investors 246

Private Equity Insights

JANUARY 15, 2025

Private equity and venture capital deals accounted for 17% of overall M&A activity, the highest share since 2019. increase in value in 2024, read more New Forests raises 410m for sustainable forestry fund backed by European investors New Forests, a global sustainable investment manager, has raised 410m in the first close of its.

Venture Capital 130

Venture Capital Startups Stakes Finance 130

Private Equity Insights

JANUARY 21, 2025

Investcorp has been chosen by Kumpulan Wang Persaraan (KWAP), one of Malaysias largest pension funds, to manage a $110m special managed account focused on private equity. Investcorp has also secured capital from institutional investors in India for its India Growth Equity Fund.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Capital 130

The Motley Fool

APRIL 2, 2025

But even if you don't find any particular stocks to be appealing buys right now, one way to take advantage of reduced valuations is to invest in exchange-traded funds (ETFs) which prioritize value stocks. What investors may also like about the fund is that it isn't heavily dependent on tech; just 8% of its holdings are in that sector.

Exchange-Traded Funds 130

Exchange-Traded Funds Accounting Funds Investors 130

The Motley Fool

OCTOBER 28, 2024

Storing savings in a traditional savings account That checking and saving account you've had since you were a teen? Traditional savings accounts don't offer much in terms of savings. (My My traditional savings account, for example, is currently offering 0.01% interest -- which is why I don't keep much in that account!)

Mutual Funds 246

Mutual Funds Debt Finance Financing 246

The Motley Fool

MARCH 28, 2025

See our expert picks for the best FDIC-insured high-yield savings accounts available today - enjoy peace of mind with competitive rates. Although the Federal Reserve has currently opted to hold the federal funds rate steady, experts widely predict that rate reductions are probable later in 2025. Explore LendingClub CD rates here.

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Banks Financial Institutions Accounting Funds 233