The Motley Fool

OCTOBER 16, 2024

A 13F provides an easy-to-understand snapshot of which stocks Wall Street's most-successful asset managers purchased and sold in the latest quarter (in this case, the June-ended quarter). Mobile ordering has added a new dimension to the company's sales channels, as well as helped introduce the brand to Generation Z.

Stakes 246

Stakes New York Stock Exchange Hedge Funds Asset Management 246

The Motley Fool

OCTOBER 30, 2024

The Oracle of Omaha has dumped more than 266 million shares of BofA Although 13Fs are typically where investors get their juiciest information on trades made by Wall Street's smartest and most-successful asset managers, Form 4 filings can come in just as handy.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

OCTOBER 21, 2024

While Berkshire Hathaway CEO Warren Buffett is easily the most-watched of all asset managers , other billionaire investors have garnered quite the following. One highly successful billionaire money maanger that professional and everyday investors tend to closely monitor is Israel Englander of Millennium Management.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

Private Equity Insights

MAY 10, 2024

Last week, Peloton’s CEO Barry McCarthy quit and the company announced around 400 job cuts as part of a plan to reduce costs after posting weak results in its latest earnings report. According to CNBC’s source, there is no certainty a deal will happen and the business could remain a public company.

Buyout 147

Buyout Private Equity Firms Private Equity Firms Asset Management 147

The Motley Fool

OCTOBER 22, 2024

August 14 marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Since the end of 2022, Nvidia's market cap has catapulted from $360 billion to $3.39 trillion, as of the closing bell on Oct.

Stakes 246

Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

DECEMBER 30, 2023

And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns as the name implies an asset manager, and it owns a few other little interesting investments that it bundled into one division. Ricky Mulvey: Let's focus on the asset management business.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

AUGUST 27, 2023

Other top asset managers have also bought stocks recently that indicate their faith in a recovery of the real estate and housing industries. Berkshire Hathaway is a holding company that owns many businesses outright, such as See's Candies, and large percentages of public companies like Coca-Cola.

Asset Management 237

Asset Management Public Companies Stakes Portfolios 237

The Motley Fool

OCTOBER 10, 2024

six weeks packed full of operating results from public companies), can make it easy for important data to fly under the radar. Important data releases aren't hard to come by on Wall Street. Monthly employment and inflation reports, coupled with earnings season (i.e., and global economy.

Stakes 246

Stakes Exchange-Traded Funds Asset Management Funds 246

The Motley Fool

SEPTEMBER 14, 2023

Morgan Asset Management, the wealth management division of banking giant JPMorgan Chase , published a report that compared the total returns of publicly traded companies that initiated and grew their payouts to public companies not offering a dividend over a 40-year period (1972-2012). A decade ago, J.P.

Investing 246

Investing Debt Assets Capital 246

The Motley Fool

DECEMBER 7, 2023

Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5% on an annualized basis for nonpaying public companies over the same stretch. Dividend stocks also offer a history of outperformance.

Liabilities 245

Liabilities Investing Legal Asset Management 245

The Motley Fool

JUNE 12, 2024

At the time, Bitwise Asset Management -- the creators and managers of the ETF -- described the fund as giving investors "exposure to valuable public companies that are participants in the growing bitcoin and cryptocurrency sector." The current list includes 30 names.

Exchange-Traded Funds 130

Exchange-Traded Funds Enterprise Values Public Companies Assets 130

The Motley Fool

AUGUST 8, 2023

Morgan Asset Management, the wealth management division of money-center bank JPMorgan Chase , issued a report that compared the annualized returns of publicly traded companies that paid and grew their payouts to public companies without a dividend over a 40-year stretch (1972-2012). over four decades.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

DECEMBER 15, 2024

It has delivered positive adjusted FFO per share growth in 27 of its 28 years as a public company. That's also well below the more than 24x valuation multiple of asset managers. The company should warrant a higher valuation as it grows its private capital management platform.

Enterprise Values 130

Enterprise Values Asset Management Public Companies Taxes 130

The Motley Fool

MAY 13, 2024

It's not uncommon for professional and everyday investors to follow in the footsteps of Wall Street's most-successful asset managers. But you don't have to wait until this coming Wednesday to get a sneak peak at what some of Wall Street's most-prominent asset managers have been up to. Image source: Getty Images.

Investors 130

Investors Stakes Taxes Asset Management 130

The Motley Fool

MARCH 11, 2025

It outlines which stocks they've been buying and selling in the latest quarters, thereby providing insight into the stocks, industries, sectors, and trends piquing the interest of top asset managers. Honorable mention also goes to Coatue Management's billionaire chief, Philippe Laffont. At the moment, the prospect of a U.S.

Initial Public Offering 130

Initial Public Offering Assets Asset Management Public Companies 130

The Motley Fool

NOVEMBER 6, 2024

Between thousands of public companies reporting their operating results each quarter and economic data being released daily, it can be easy to miss something important. This includes billionaire Cliff Asness of AQR Capital Management. For example, Aug.

Stakes 130

Stakes Hedge Funds Prospects Education 130

Private Equity Insights

NOVEMBER 14, 2023

I am excited to collaborate with them and drive category-defining growth, building the next great capital markets platform company. Q4 has become a central force in how thousands of public companies communicate and engage with the market.

Legal 130

Legal Shareholders Initial Public Offering Stock Exchanges 130

The Motley Fool

AUGUST 1, 2024

And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. Collectively, our partner managers now manage over $1.8 trillion, giving us an unparalleled view over the alternative asset management industry.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

Pension Pulse

MAY 17, 2024

among technology exits Michael Burry’s Scion Asset Management LLC exited positions in Oracle Corp. of its assets. IR professionals, corporate governance professionals, public company C-suites and boardrooms: this is your opportunity to support 13F modernization.’ Two Sigma Advisers LP tacked on Walmart Inc.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Private Equity Wire

APRIL 21, 2025

Ballast Rock, a diversified investment management firm, has appointed Max Jackson as Managing Director, Private Credit Portfolio Manager, at Ballast Rock Asset Management, a newly-created role based in San Francisco. Prior to KeyBanc, Jackson worked at MVP Capital and Fifth Third Securities.

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Private Equity Wire

AUGUST 7, 2023

The deal comes as Pemberton is looking tap into new opportunities within the P2P financing space, as private equity sponsors see an increase in the relative value of public companies compared to the private market.

Financing 52

Financing Finance Private Equity Firms Private Equity Firms 52

Private Equity Wire

JUNE 15, 2023

MidOcean adds to executive board Submitted 15/06/2023 - 11:11am MidOcean Partners, a New York-based alternative asset manager specialising in middle-market private equity and alternative credit investments, has appointed Ravi Saligram, former president and chief executive officer of Newell Brands, as an operating partner.

Asset Management 52

Asset Management Public Companies Shareholders Assets 52

The Motley Fool

JULY 23, 2024

We want to expand our footprint among large and rapidly growing client segment while strengthening our position among our more mature and traditional client segments such as asset managers. Within Index, we grew our subscription run rate among asset managers and asset owners at 8% and 12%, respectively.

Assets 130

Assets Hedge Funds Asset Management Capital 130

Private Equity Wire

AUGUST 22, 2023

Earlier in the year we focused on first lien LBO opportunities for large companies taken private at attractive valuations. Lee Kruter, Partner & Head of Performing Credit, GoldenTree Asset Management – Lee Kruter is a Partner and Head of Performing Credit at GoldenTree Asset Management.

Asset Management 52

Asset Management Investing Leveraging Financing 52

The Big Picture

JANUARY 24, 2024

On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes. Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Equity returns.

Taxes 98

Taxes Mutual Funds Capital Asset Management 98

The Motley Fool

APRIL 30, 2024

The company started in 2013 at Fortress to take advantage of dislocations in the MSR market as banks were selling MSRs to Basel III capital constraints. And that's really where we're focused, alongside with operational excellence in our mortgage company and Genesis and the other things that we have in the company. Good morning.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

MAY 7, 2024

Our ultimate focus with any growth vertical or new region is to serve as a real estate partner to the world's leading companies and to ensure the investment outcome matches the consistent risk-return profile of our investments, which have proven resilient over almost five decades as an operating company and three decades as a public company.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Debt Capital 130

Pension Pulse

JUNE 3, 2024

The nation’s market regulator, the Securities and Exchange Commission (SEC), last month stayed the implementation of its climate-related disclosures by public companies in the face of multiple legal challenges from attorneys general of several Republican-led states. There are things happening that we should celebrate as well.”

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Investing Asset Management 59

The Motley Fool

AUGUST 6, 2024

We utilize proprietary predictive analytic tools in combination with the insights of our asset management and research teams to drive the decision to sell 75 properties for total net proceeds of approximately $106 million, bringing the year-to-date total to approximately $202 million. Any color would be appreciated.

Debt 130

Debt Assets Capital Leveraging 130

Pension Pulse

OCTOBER 10, 2024

As a global investor, we play a role in creating a resilient and productive investment environment for generations,” says Jennifer Coulson, BCI’s Senior Managing Director & Global Head of ESG. Voting on climate disclosure: BCI voted at 2,445 public company meetings in 52 countries during the most recent proxy season.

Leveraging 52

Leveraging Assets Asset Management Pension Funds 52

The Motley Fool

AUGUST 3, 2023

While we, as a public company, always provide you with the split times quarterly results, we are running a marathon, not a series of sprints. Jeremy Noble -- President, Insurance Sure Operator Your next question comes from the line of John Fox with Fenimore Asset Management. billion, compared to $4.2 billion a year ago.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

AUGUST 2, 2024

per share in higher fee and asset management and interest and other income driven by the combination of cost savings and additional fee income from our third-party construction business and higher interest income from our cash balances. . Additionally, during the second quarter, we had $0.02 to $1.70, representing a $0.03 This $0.05

Taxes 130

Taxes Debt Capital Portfolios 130

The Motley Fool

NOVEMBER 5, 2024

As a result, we've delivered positive total operational returns each year since becoming a public company 30 years ago, successfully navigating a variety of economic environments. And we are doing everything in our power to get control of this asset. to the benefit of our public shareholders. That's how this will work.

Capital 130

Capital Assets Leveraging Funds 130

Pension Pulse

JUNE 26, 2023

Its mandate spans the full range of capital needs, from targeted liquid investments in public markets to a "Fundamental Plus" approach, such as the one taken with Northvolt, where IMCO identifies and pursues negotiated transactions for meaningful equity stakes in public and pre-public companies.

Investing 59

Investing Initial Public Offering Bidding Assets 59

The Motley Fool

MAY 1, 2024

With more than 800 customers around the world, Device42 provides enterprise-grade IT asset management capabilities, which we believe can further strengthen our Freshservice offering. Our business is strong, and we have a fantastic platform to launch Freshworks into a sustainable and growing public company.

Professional Services 130

Professional Services Leveraging Assets Companies 130

The Motley Fool

OCTOBER 11, 2024

Our business tends to be seasonally strongest in the fourth quarter and we maintain line of sight into a broad, global opportunity set of new asset management and technology mandates that should fuel organic growth. asset manager selected Aladdin to unify its investment management technology platform across public market asset classes.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 31, 2024

When you look at the sum of the parts there are -- you can compare us to anybody else in, I think, in the business when you look at some of this but like Newrez, the mortgage company, there were public peers out there. I would encourage you to look at some of the public companies that trade out there.

Capital 130

Capital Amortization Shareholders Financing 130