The Motley Fool

DECEMBER 1, 2023

More active investors can pick their own stocks and/or bonds. The goal is simply to put your savings to work in assets that have a history of growing in value over time. Or, if you are more conservative, you might go with Vanguard Wellesley Fund (VWINX), which targets a 40% stock and 60% bond mix.

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Portfolios Mutual Funds Active Investors Funds 231

The Motley Fool

FEBRUARY 10, 2024

We talked about this a little bit earlier, but I think another area of exploration is the fact that so many businesses in the United States and the economy used to be driven by assets, and now it is driven so much more by knowledge, by information, by data. The problem is not that companies used to be driven by assets and they're not anymore.

Companies 246

Companies Accounting Assets Banks 246

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. I mean, our industry tends to be among the most conservative investors out there. Mike Green : Barry, thank you for having me.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

Private Equity Insights

OCTOBER 25, 2023

Tikehau Capital, the global alternative asset management group, announces the launch of Brienne, the new vintage of its private equity cybersecurity strategy, building on the success of its predecessor. As an active investor we want to be close to managers and help them develop their business through Tikehau Capital’s international network.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JUNE 15, 2023

Since then, economic data has been mixed and investors are not sure the recovery can sustain the momentum. But billionaire Ken Griffin, who founded the $54 billion asset hedge fund Citadel, is more optimistic about China and actually thinks China's potential success this year could help the U.S. economy as well. Here's why.

Hedge Funds 147

Hedge Funds Banks Active Investors Debt 147

The Motley Fool

DECEMBER 28, 2023

But the Canadian company's business is largely shielded from commodity prices because it charges fees for the use of the energy infrastructure assets it owns, like pipelines. And it also owns a small but growing portfolio of renewable power assets (like offshore wind). That's not a bad starting point for a more conservative investor.

Assets 130

Assets Active Investors Portfolios Returns 130

The Motley Fool

OCTOBER 18, 2024

Indeed, mortgage REITs are fairly complicated investments that only more aggressive and active investors should probably be looking at. But dividend investors don't really need a deep dive into the mortgage REIT sector to see that AGNC Investment's payout history isn't going to be appealing. times, above the 1.9

Active Investors 130

Active Investors Assets Portfolios Returns 130

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. and globally. Autodistribution, Brenntag, and IMCD.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

The Motley Fool

AUGUST 8, 2023

Let someone else make the decisions If you're an active investor, it might sound counterintuitive, but you can hire someone else to handle subsets of your portfolio. Enterprise owns a massive portfolio of energy pipelines, storage, transportation, and processing assets. distribution yield.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Assets Stock Exchanges 130

The Motley Fool

APRIL 11, 2024

Today, Bridgewater has roughly $150 billion in assets under management, with only about $18 billion invested in publicly traded securities. Even if you're an active investor in individual stocks -- like Buffett and Dalio are -- rock-solid index funds like these four can help form an excellent backbone for your portfolio.

Hedge Funds 130

Hedge Funds Investors Exchange-Traded Funds Banks 130

The Motley Fool

AUGUST 2, 2024

Connor Teskey -- President, Brookfield Asset Management and President, Renewable Power and Transition Thank you, operator. In the past quarter, we continued to build on our strong relationships with commercial and industrial customers and 90% of generation we contracted for new assets was signed with these types of buyers.

Asset Management 130

Asset Management Assets Capital Bidding 130

The Motley Fool

DECEMBER 23, 2023

Investors are seeking safe harbors There are no perfect investments. Or, in this case, buying a hard asset like a gold coin means you will only ever own that gold coin. So when precious metals prices are high investors will benefit more directly from the lofty commodity prices. Everything comes with a trade-off.

Investing 130

Investing Exchange-Traded Funds Active Investors Assets 130

The Motley Fool

APRIL 5, 2024

The Motley Fool's in-house research team finds that while these investors allocate about 31% of their investable assets to ordinary listed stocks, they allocate an average of 27% of their portfolios to private equity investments. These loans tend to be made at above-average interest rates, reflecting their above-average risk.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Hedge Funds 130

Private Equity Wire

MARCH 27, 2024

Energy and natural resources was the only sector to record an increase in deal value and deal count as PE funds are increasingly focused on energy-transition related assets. Tough market conditions pushed some investors to the sidelines in 2023. Both asset classes have room to grow in the region.

Buyout 98

Buyout Assets Active Investors Funds 98

The Motley Fool

DECEMBER 16, 2023

Indeed, often times the "less is more" crowd ends up with better returns than active investors. There's a largely overlooked name more investors might want to consider adding to their portfolio regardless of their long-term goals and risk tolerances. There's also nothing wrong with a boring, passive approach to picking stocks.

Active Investors 130

Active Investors Taxes Assets Returns 130

The Motley Fool

OCTOBER 8, 2023

This could offer more active investors a hedge of sorts against the prices of energy in day-to-day life (for things like heating and transportation). They own the energy infrastructure that helps to move oil and natural gas around the world and, largely, charge fees for the use of those assets.

Exchange-Traded Funds 130

Exchange-Traded Funds Debt Active Investors Leveraging 130

Pension Pulse

JULY 26, 2023

As part of that work, they benchmark investors and define the highest standards for responsible investment. In February 2023 they published their latest benchmarking study, ranking 77 of the world’s largest asset managers’ approaches to responsible investment. (9)

Asset Management 52

Asset Management Assets Capital Financing 52

The Motley Fool

AUGUST 16, 2024

It's been an eventful summer for companies on the stock exchange, so even an active investor could be forgiven for missing a major event in the financial sector -- this year's version of the annual U.S. the ones with over $50 billion in assets) have generally passed with flying colors. bank stress tests. billion.

Banks 100

Banks Investment Banking Investment Banks Stock Exchanges 100

The Motley Fool

MARCH 20, 2024

Our search revenue grew multiple times year on year in 2023 as we ramped up monetization on these under-monetized assets. In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

FEBRUARY 13, 2024

Alison Southwick and Robert Brokamp talk about it and the risks for investors to understand. The news was hailed by Bitcoin proponents as legitimizing Bitcoin as a viable asset class for investors. It depends on the ETF or until they've reached a certain asset threshold. It seems the appetite is there.

Banks 130

Banks Debt Financing Finance 130

Quiet Growth

MAY 30, 2023

Information interpretation: Even when all investors have access to the same information, they might interpret it differently. Differences in analysis methods, expertise, and judgment can lead to different conclusions about an asset’s value, causing prices to diverge from the predictions of the EMH.

Financing 52

Financing Finance Assets Stock Market 52

The Big Picture

FEBRUARY 19, 2024

The same is true for whatever your approach is to managing your assets – it has to be good enough to achieve your objectives, but not so time-consuming, emotionally draining, and anxiety-inducing that it interferes with your ability to enjoy your life. Even God Would Get Fired as an Active Investor Wes Gray Alpha Architect Feb 2, 2016 3.

Investing 52

Investing Active Investors Portfolios Assets 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. It is owned by huge asset managers and this is the type of stock I love, one that does well over the long run. Some are large asset managers that specialize in factor investing. Some are large asset managers that specialize in factor investing.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Advent International

MAY 8, 2023

BPS is a premier asset at the forefront of the biopharma industry, and one we’ve been closely following for a number of years,” said John Maldonado, a Managing Partner at Advent. The proposed transaction includes BPS manufacturing facilities and approximately 1,700 employees in Bloomington, Indiana and Halle, Germany.

Legal 52

Legal Taxes Debt Active Investors 52

The Motley Fool

MAY 7, 2024

Many lenders are now, once again, facing a shortage of assets. Despite healthily growth in wages, overall disposable income has in fact languished over the past year due to the combined headwinds of falling government transfer payments, sagging asset income, and as of the new year, a significantly higher personal tax burden compared to 2023.

Banks 130

Banks Capital Funds Taxes 130

The Big Picture

DECEMBER 28, 2022

The assets were going down year by year by year. The plan was to do an IPO to raise $200 million in new client assets for the funds. So then when they float out of the banks into the mutual funds, and Vanguard made itself obvious choice by having slightly lower fees, and then lower fees, and then lower fees as their assets built up.

Mutual Funds 75

Mutual Funds Consultants Consulting Funds 75

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: Yeah.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

Oakhill

NOVEMBER 9, 2022

LGP”) is a leading private equity investment firm founded in 1989 and based in Los Angeles with over $70 billion of assets under management. Since its founding in 1986, TSG has been an active investor in the consumer industry. For more information, please visit us at www.wrenchgroup.com.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Enterprise Values Buyout 40

Trivest Partners

SEPTEMBER 13, 2022

September SPOTLIGHT Krishnan Ramaswami Managing Director FIRM OVERVIEW Fallbrook’s principals have been providing private debt and equity across a variety of industries and growth sectors for more than 30 years; They’ve invested over a wide range of economic cycles and have the experience to be an active investor post-closing.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Buyout Consultants 40

The Big Picture

AUGUST 29, 2022

And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. Although he was a very loud prominent voice, but the assets really weren’t there until …. RITHOLTZ: Amazing.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Motley Fool

AUGUST 14, 2023

On to Number 7, still here in the Foolish Moves category, smarter moves made by people who are already active investors. The second book was Rich Dad, Poor Dad by Robert Kiyosaki, where he boils down the difference between buying things and buying assets that will appreciate in value. Thank you, Philip Durell. Bless you, sir.

Education 130

Education Taxes Accounting Financing 130

Axial

NOVEMBER 9, 2023

” Visit Emigrant’s Profile “Appalachian Capital Holdings (AppCap) is a small private investment office that manages the assets of private families and individuals. Our investment focus centers on industrial technology, business services, and consumer lifestyle industries.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Axial

SEPTEMBER 28, 2023

Hulett says, “it is a seller’s market for A+ quality assets and a buyer’s market for everything else due to increased cost of capital resulting in more selectivity by buyers.” Consumer investors may lean more heavily towards essential consumer products that are easier to underwrite given the persisting demand associated with them.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 52

Private Equity Professional

SEPTEMBER 20, 2024

Butterfly is an active investor in the agriculture, aquaculture, food and beverage products, food distribution and foodservice sectors. The Beverly Hills-headquartered firm was founded in 2016 and has over $4 billion of assets under management.

Active Investors 130

Active Investors Debt Financing Finance 130

The Motley Fool

FEBRUARY 15, 2024

In Phase 1, crypto is a new asset class that people want to trade. We launched Coinbase Asset Management. All of these improvements will continue to grow Phase 1, crypto as a new asset class. The second, Coinbase is not just a new asset class, it's also powering new financial services. On to expenses.

Legal 130

Legal Assets Financing Finance 130

The Motley Fool

NOVEMBER 3, 2024

ETFs can also be a great way for more active investors to find new stock ideas. After adjusting for the impact of acquisitions and asset sales, the oil giant delivered 3% production growth during the third quarter. They enable you to invest passively in a sector of the market or specific theme. billion over the next year or so.

Exchange-Traded Funds 245

Exchange-Traded Funds Debt Active Investors Leveraging 245