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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.

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

Private Equity Insights

Bain Capital Private Equity has a long history of investments in specialty distribution and is one of the most active investors in the sector both in the U.S. OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023.

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Top Funds' Activity in Q1 2023

Pension Pulse

Even those who are active investors reflect sentiment at depressed levels. Below, a sample of the funds I track closely: 1) Alberta Investment Management Corporation (AIMco) 2) Ontario Teachers' Pension Plan 3) Canada Pension Plan Investment Board 4) Caisse de dépôt et placement du Québec 5) OMERS Administration Corp.

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

Pension Pulse

Furthermore, beyond the choice of investments themselves, there is a real requirement for active ownership in helping investees to address the evolving material issues we face. There is sound research to suggest that collaboration among active investors is instrumental in increasing the success rate of environmental and social engagements.

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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. per cent return.

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Transcript: Cliff Asness

The Big Picture

If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? We’re active investors. But the good news is I lost you less than I would have lost over the average decade. What you’re going to earn on that money is an important number. RITHOLTZ: Right.