Remove Active Investors Remove Companies Remove Pension Funds
article thumbnail

A Bull Market Could Be Here: AGNC Investment Isn't the Bargain You Think

The Motley Fool

To be fair, even with property-owning REITs, investors are trusting that management will do the right thing for shareholders. However, mortgage REITs are particularly complex investments, and only the most active investors should probably own them. That's really true of any stock you buy.

article thumbnail

Bain Capital’s Harrington Takeover: OHA and BMO Pave the Way with $1bn Financing

Private Equity Insights

Harrington will continue to operate as a standalone company and be led by its current management team. Financial terms of the private transaction with funds affiliated with Nautic Partners (together with certain of their affiliates, “Nautic”), which have owned Harrington since 2020, were not disclosed. “We and globally.

Financing 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Earth Capital's Richard Burrett on How Asset Managers Can Influence the Future of the Corporation

Pension Pulse

Legal experts conversely argue that the global companies that form alliances to help them tackle climate change need clear "safe harbour" guidelines from governments to allay fears they could be tripped up by antitrust rules.(4) Critics of climate action in the U.S. are now arguing that industry climate alliances violate U.S.

article thumbnail

A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. “I

article thumbnail

Top Funds' Activity in Q1 2023

Pension Pulse

Even those who are active investors reflect sentiment at depressed levels. Amid the losses, Icahn added $4 billion of his own funds into the company. The separate sale of companies held by the firm also resulted in gains of $3.5 The best stocks are the ones that come from solid companies that are run well.

article thumbnail

Adelis Equity Partners closes fourth fund at €1.6bn

Private Equity Wire

Investors in Adelis IV include leading pension funds, foundations, and fund-of-funds from Europe and North America. Seventy-five per cent of the Funds external capital came from investors in Adelis Equity Partners Fund III, who collectively increased their investment amount by 30% compared to the Funds predecessor.

article thumbnail

Transcript: Cliff Asness

The Big Picture

ASNESS: The expensive companies, by and large, outperformed not on price, which they did also, but they out-executed. If you’re a pure value investor in a quant sense, just buying low multiples, you win on average because, on average, the price goes too far. We’re active investors. RITHOLTZ: Meaning? RITHOLTZ: Sure.