The Motley Fool

JUNE 29, 2023

Billionaire investor Ron Baron has been an active investor for 53 years. Its Baron Partners Fund has delivered a 19.3% In 1982, Baron founded Baron Capital and it has been a successful venture ever since. average annual return over the last 10 years.

Investors 245

Investors Active Investors Assets Financing 245

The Motley Fool

JULY 29, 2023

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.

Collateral 246

Collateral Pension Funds Investing Leveraging 246

Private Equity Wire

MARCH 4, 2024

Private markets investment firm Hamilton Lane has held the closing of Strategic Opportunities VIII, the latest in the firm’s flagship credit series, with $700m in total capital commitments, bringing the total raised across the annual fund series to date to $4.9bn.

Funds 87

Funds Active Investors Capital Investment Firms 87

The Motley Fool

NOVEMBER 20, 2024

Home Depot grew revenue by finding additional opportunities in its existing markets, helping to fund that dividend growth. More retail investors who don't have access to buying partial shares of stocks might consider buying Home Depot stock if shares are traded at a lower price. 27) compared with year-ago levels.

Investors 246

Investors Prospects Active Investors Shareholders 246

The Motley Fool

JUNE 7, 2024

Berkshire Hathaway is precisely what most investors need, however. Buffett's approach to picking stocks and his ability/willingness to stick with them for years mean this fund has a history of outperforming the broad market. Multiple studies suggest the opposite is true, in fact -- greater activity actually diminishes your net returns.

Conglomerates 246

Conglomerates Stakes Banks Active Investors 246

The Motley Fool

APRIL 18, 2024

For most of the market's more active investors, however, picking stocks can be a lot of fun. In the meantime, investment banking fees were up 18% year over year and 20% higher than Q4's tally, in step with a slight worldwide rebound from last year's lull in M&A and IPO activity.

Initial Public Offering 246

Initial Public Offering Banks Investment Banking Investment Banks 246

The Big Picture

JANUARY 25, 2023

He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. Fascinating discussion this morning from Robin Powell.

Investing 122

Investing Active Investors Funds Capital 122

Private Equity Professional

OCTOBER 16, 2024

Headquartered in Rye, New York, Greenbriar is an active investor in the supply chain, business services, and advanced manufacturing sectors. billion for its sixth fund, Greenbriar Equity Fund VI LP, which was oversubscribed and closed above target at its hard cap. In January 2023, Greenbriar raised more than $3.4

Buyout 130

Buyout Active Investors Capital Debt 130

The Motley Fool

APRIL 11, 2024

Billionaire investors like Warren Buffett and others are often known for their stock-picking abilities, and for good reason. But it's also important to know that many of the wealthiest investors in the world own exchange-traded funds, or ETFs, as well. He recently stepped down from his active role.)

Hedge Funds 130

Hedge Funds Investors Exchange-Traded Funds Banks 130

Private Equity Insights

JULY 6, 2023

Beach Point has been an active investor in leveraged loans since its inception in 2009. Read more Notion hits €300m for its fifth fund, but is unimpressed by big rounds into Generative AI startups When it first appeared on the scene around ten years ago, Notion Capital was poised to take.

Collateral 130

Collateral Startups Leveraging Active Investors 130

The Motley Fool

JULY 1, 2024

I'm a pretty active investor. Realty Income's internal growth drivers -- rising rents and using retained cash flow after paying dividends to fund new investments -- should increase its adjusted funds from operations ( FFO ) by about 2% per share each year. It's funding these deals by recycling capital.

Financing 130

Financing Finance Active Investors Debt 130

Blackstone News

DECEMBER 18, 2024

billion hotel portfolio in Japan, consisting of high-quality properties across some of the countrys top tourist destinations including Tokyo, Kyoto, Osaka, Okinawa, and Fukuoka, and cementing its position as one of the largest foreign hospitality investors in the market. With these investments, Blackstone will have a sizeable $1.3

Portfolios 52

Portfolios Investors Active Investors Asset Management 52

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

SEPTEMBER 9, 2023

You'll see the two in the world of mutual funds, as an example. Actively managed mutual funds are ones where financial professionals study the universe of investments and decide which ones to buy and sell, and when to do so. Think of a classic index fund, such as one that tracks the S&P 500 index. Real estate funds?

Passive Investors 130

Passive Investors Mutual Funds Investors Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 28, 2025

However, the company's adjusted funds from operations (FFO) payout ratio in the third quarter of 2024 was a reasonable 66%. Carey for investors. Balancing risk and reward with turnaround stocks Not all turnarounds work out well, which is why the niche is most appropriate for more aggressive and active investors.

Banks 173

Banks Assets Active Investors Portfolios 173

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners. and globally. Autodistribution, Brenntag, and IMCD.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

The Motley Fool

AUGUST 31, 2023

The first one is going the passive route, which means buying index funds. One popular option is the Vanguard 500 Index Fund , which tracks the performance of the S&P 500. At that rate, investors can, over the long term, double their money every seven years. That's certainly healthy growth.

Investing 130

Investing Active Investors Prospects Stock Market 130

The Motley Fool

MARCH 31, 2024

However, despite my preference for being an active investor, I've passively invested in several high-quality exchange-traded funds (ETFs). The fund directly holds over 130 stocks, many of which have excellent track records of paying dividends. It distributes this dividend income to investors each month.

Exchange-Traded Funds 130

Exchange-Traded Funds Active Investors Funds Portfolios 130

Private Equity Insights

MARCH 1, 2024

“KKR has traditionally been a very active investor in the enterprise software industry, and we have a differentiated point of view and playbooks that we can apply to help businesses (like Broadcom’s EUC unit) grow. After the deal closed, Broadcom said it would seek to divest the end-user computing unit.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Active Investors 130

This is going to be BIG.

JULY 25, 2022

When you actually start to get some angels or small funds invested in either an angel or pre-seed round, you might choose the most useful person from the previous three to keep going as an advisor or start fresh. I find that the best meetings with my founders include other investors.

Accounting 134

Accounting Active Investors Capital Investors 134

The Motley Fool

JANUARY 20, 2024

Most active investors desire to earn above-average returns. Otherwise, they'd simply passively invest in an S&P 500 index fund and call it a day, since that would provide them with market-average returns with little effort. Data source: Ned Davis Research and Hartford Funds. Dividend payers 9.2%

Returns 130

Returns Portfolios Active Investors Funds 130

The Motley Fool

FEBRUARY 10, 2024

I would wager that if you took all the people who read those books and you looked at the returns that those people made in their portfolios, they'd have been better off buying index funds instead. The reality is great investors are a product of both the investor qualities they bring in and the time in which they operate.

Companies 246

Companies Accounting Assets Banks 246

The Motley Fool

NOVEMBER 28, 2023

In fact, investing $100 per month in one simple exchange-traded fund (ETF) will do the trick. It's not a high-flying tech fund. Rather, it's the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) -- an exchange-traded fund meant to merely mirror the performance of the stock market's primary benchmark index, the S&P 500 (SNPINDEX: ^GSPC).

Exchange-Traded Funds 130

Exchange-Traded Funds Investing Mutual Funds Taxes 130

The Motley Fool

JUNE 20, 2024

UBER Free Cash Flow data by YCharts Uber's valuation isn't a problem Sometimes, billionaires and hedge fund managers shrewdly exit or reduce positions after achieving their expected investment goals. If a stock's valuation gets too high relative to expected revenue or cash flows, professional investors often consider selling.

Hedge Funds 130

Hedge Funds Shareholders Active Investors Returns 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. It has hit that 6% level in each of the past five calendar years, which might entice income investors. Rowe Price, and other fund shops.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Assets Stock Exchanges 130

The Motley Fool

APRIL 5, 2024

The rest of the fund's value comes from its privately held companies like Geico Insurance, Duracell batteries, Pilot Travel Centers, Fruit of the Loom, and several others. In other words, rich investors may be sleeping better at night than you are simply because they're not regularly picking and choosing stocks.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Hedge Funds 130

The Motley Fool

APRIL 1, 2024

Savings accounts are my primary cash account type I prioritize investing when I have extra money, and while that's a different topic for a different article, it's worth pointing out that the bulk of my money is in brokerage accounts and retirement accounts , invested in stocks, mutual funds, ETFs, and other instruments.

Accounting 130

Accounting Mutual Funds Banks Active Investors 130

The Motley Fool

FEBRUARY 15, 2024

As the payout ratio rises, Altria will retain less cash to repurchase shares, repay debt, and fund new investments. Lastly, even though its balance sheet is solid right now, future debt-funded acquisitions to expand beyond smoking could weaken its financial position. Should you invest $1,000 in Altria Group right now?

Stakes 130

Stakes Debt Shareholders Active Investors 130

The Motley Fool

JANUARY 14, 2024

However, with its headwinds fading, the REIT could be a much more active investor in 2024. billion of new investments last year, partially funded by selling $300 million to $400 million of existing properties. Because of that, the company didn't make nearly as many acquisitions as it initially expected. Hitting the brakes W.

Active Investors 130

Active Investors Shareholders 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.

Active Investors 130

Active Investors Assets Portfolios Returns 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. Investors raising new funds continued to shift their focus away from Asia.

Buyout 98

Buyout Assets Active Investors Funds 98

The Motley Fool

DECEMBER 23, 2023

You can, instead, buy a gold-backed exchange-traded fund. But the gold in the fund won't grow over time like a business could. This is why many investors prefer owning precious metals miners. So when precious metals prices are high investors will benefit more directly from the lofty commodity prices.

Investing 130

Investing Exchange-Traded Funds Active Investors Assets 130

The Motley Fool

OCTOBER 8, 2023

For long-term investors who simply want exposure to the energy sector for diversification purposes, the answer is likely to be diversification. Just buy a sector-tracking exchange-traded fund (ETF) like Vanguard Energy Index ETF (NYSEMKT: VDE). It has modest expenses and will provide you with a diversified portfolio of energy stocks.

Exchange-Traded Funds 130

Exchange-Traded Funds Debt Active Investors Leveraging 130

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. The biggest “pain trade” in the next 12 months is the Fed funds rate rising to 6% instead of falling to 3%, given that the market expects rate cuts, according to the strategists. Overall, equity funds had $7.7

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 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. bank stress tests. Those folks might also have been concerned about the flatlining deposits figure, and the dip in total loans.

Banks 100

Banks Investment Banking Investment Banks Stock Exchanges 100

This is going to be BIG.

FEBRUARY 2, 2012

Does the school really want active investors leaving so soon, or would they rather us be visible in the hallways and lounges. I actually went through the 20 minute hassel of tracking down the school's IT team to get me one. It was doable, but I'm sure I'm the only person that would have bothered. Kick the students out.

Startups 124

Startups Education Active Investors Capital 124

This is going to be BIG.

SEPTEMBER 1, 2010

Don’t think for a second that what happens in YCombinator is indicative of the whole seed funding market. Moreover, because of his investor relationships, YC has immense momentum around Demo Day. There are a lot of folks out there that write small checks and aren’t really as active in the formative stages in a company.

Angel Investors 104

Angel Investors Startups Venture Capital Legal 104