Oakhill

NOVEMBER 9, 2022

As we look to enter this next phase of growth, we are excited by the opportunity to partner with TSG and Oak Hill to leverage their significant financial, digital, and operational capabilities and expertise. Since its founding in 1986, TSG has been an active investor in the consumer industry.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Enterprise Values Buyout 40

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 Finance 130

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 Returns 130

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. It's a nice short candidate here which is why I'm looking to short it using the AXS 1.25X NVDA Bear Daily ETF ( NVDS ) which has a little leverage too magnifying returns. Some are large asset managers that specialize in factor investing.

Hedge Funds 52

Hedge Funds Funds Asset Management 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

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

Axial

SEPTEMBER 28, 2023

Both sellers and investors can leverage this data to better understand the valuations and deal structures of comparable businesses that recently sold in the market. 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 Banks Investment Banking 52

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 Finance Financing 130

The Motley Fool

NOVEMBER 3, 2024

ETFs can also be a great way for more active investors to find new stock ideas. On the valuation front it looks at the price-to-earnings ratio , but also the financial-leverage ratio and return-on-equity ratio, which are quality factors. They enable you to invest passively in a sector of the market or specific theme.

Exchange-Traded Funds 245

Exchange-Traded Funds Debt Active Investors Leveraging 245

The Motley Fool

MAY 28, 2024

Diversification really makes a lot of sense because as we've seen here over the last several months and really over the last few years, it becomes a little bit more difficult to predict exactly what asset classes are going to make the most sense for investors. Real estate versus stocks debate here. A couple of reasons here.

Investing 130

Investing Leveraging Taxes Stock Market 130

The Motley Fool

FEBRUARY 12, 2025

They commented on the growing strength and scale of our franchise, our strong return on assets and solid liquidity, and they cited our hedge program as a credit positive. Our sizable scale and technology advantage has allowed us to generate positive operating leverage and rising returns on tangible equity. Turning to the portfolio.

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Big Picture

MARCH 21, 2023

It’s about half our assets. ASNESS: About half our assets are really traditional, where money managers beat, you know, plenty of things, don’t let a short, or lever, or any of those hedge fund kind of things. We’re active investors. RITHOLTZ: Okay. RITHOLTZ: Bill Sharpe. ASNESS: Bill Sharpe.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69

The Big Picture

FEBRUARY 17, 2025

It’s because of these biases that we have inefficiencies in the market that we can then exploit as active investors. So it’s just interesting to think about, again, as an investor, how do you handicap your own biases? So I had some experience in Africa that was able to leverage for this role. Is that right?

Investing 59

Investing Funds Finance Financing 59

The Motley Fool

AUGUST 8, 2024

We held Walker & Dunlop's annual summer conference in Sun Valley, Idaho two weeks ago with some of the largest and most active investors in commercial real estate. The sentiment at the conference was that after two years of rising interest rates and limited investment activity, it is time to get active again.

Assets 130

Assets Finance Financing Debt 130