The Motley Fool

AUGUST 2, 2024

Similar to what we've said in previous quarters is it's a little bit of a unique market right now in that -- well, we tend to always be both active investors as well as recyclers of capital. We've seen the cost for solar and wind decreased 90% and 65%, respectively, in the last 15 years. That was driver one.

Asset Management 130

Asset Management Assets Capital Bidding 130

The Big Picture

AUGUST 20, 2024

00:20:33 And so in that period they ceased to be passive investors, they became active investors, and that became an opportunity for outperformance. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … a couple trillion stuck in there because of taxes. My partner, Josh Brown, calls this the “relentless bid.” RITHOLTZ: Super tax-efficient …. RITHOLTZ: … most of (inaudible) — Warren is an honest steward of active investing. RITHOLTZ: … the tax problem goes to the other shareholders who didn’t sell.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

Pension Pulse

MAY 24, 2023

For an active investor, that provides opportunities,” Graham said, referencing CPP Investments’ approach of combing the globe and often making direct investments in a wide range of assets, from airports to toll roads and energy utilities to malls.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

FEBRUARY 12, 2025

I'll summarize, pre-tax operating income was $235 million. Drilling down into segments, Servicing generated $318 million in pre-tax income, up 39% year over year. As our efforts to reduce servicing costs improved our bids, we shifted energy to a series of enhancements to our platform. Operating ROTCE was 15.8%.

Leveraging 130

Leveraging Assets Portfolios Banks 130