The Motley Fool

DECEMBER 17, 2024

Brookfield (14.4%) Ackman started acquiring shares in alternative asset management company Brookfield (NYSE: BN) (TSX: BN) in the second quarter and really loaded up on shares in the third quarter. Brookfield spun off its asset management business last year, but it maintains a 73% ownership stake in it. He holds about $1.9

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

JANUARY 16, 2025

A 13F provides investors an under-the-hood look at which stocks money managers with at least $100 million in assets under management (AUM) have been buying and selling. Though the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment fund known as New England Asset Management (NEAM).

Portfolios 246

Portfolios Asset Management Exchange-Traded Funds Buyout 246

The Motley Fool

FEBRUARY 4, 2025

The energy giant has an unrivaled asset base. The oil company's competitively advantaged asset base has enabled it to produce unrivaled earnings and returns compared to its peers in the oil patch. The company's disciplined investment approach and high-quality asset base drive those robust returns.

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that provides a concise snapshot of the stocks Wall Street's most prominent money managers are buying and selling. For example, investors may have been so swamped by other news events that they completely missed the Nov.

Stakes 245

Stakes Asset Management Bidding Assets 245

Private Equity Insights

MARCH 19, 2025

The deal, announced Tuesday, strengthens DWSs foothold in the alternative assets sector by providing first-look access to asset-based finance, direct lending, and other private credit transactions. DWS CEO Stefan Hoops emphasized that private credit is a critical offering for investors seeking exposure to real-economy assets.

Banks 162

Banks Financial Institutions Asset Management Finance 162

The Motley Fool

MARCH 13, 2025

In fact, it's probably a smart idea to take his perspective, at least with some assets. Buy assets when they are priced cheaply Buffett is a stickler for buying stocks at an appropriate valuation. In crypto, this equates to not buying assets when everyone is talking about them and sentiment is high. Start Your Mornings Smarter!

Investing 189

Investing Bidding Assets Taxes 189

The Motley Fool

DECEMBER 19, 2024

This was the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Although no asset manager is more closely followed than Berkshire Hathaway CEO Warren Buffett, he's far from the only billionaire known for their investing prowess.

Stakes 246

Stakes Assets Asset Management Banks 246

Private Equity Insights

JANUARY 15, 2025

GIP, a private equity firm managing over $100bn in assets, owns stakes in Gatwick Airport and offshore wind projects. OpenAI has added Adebayo Ogunlesi, CEO of Global Infrastructure Partners, to its board. Ogunlesi will help the company secure the infrastructure needed to advance artificial intelligence development.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

Private Equity Insights

MARCH 19, 2025

Brookfield has a track record of investing in major pipeline assets worldwide. in a deal that could exceed $10bn, including debt. Sources familiar with the matter indicate that Brookfield has advanced past rival infrastructure funds and strategic buyers following the submission of final offers last week.

Pension Funds 191

Pension Funds Stakes Legal Asset Management 191

The Motley Fool

MARCH 19, 2025

As anticipated, our cash balance declined 20 million from the end of the third quarter, primarily due to the acquisition of the affiliate marketing assets of XLMedia, as well as from the timing of sports rights payments. So, for the most part, that is the asset that we're acquiring as part of this transaction.

Leveraging 214

Leveraging Assets Liabilities Shareholders 214

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. Furthermore, upon completion of the restructuring, senior financiers will hold 90% of the companys shares, with Goldman Sachs Asset Management retaining a 10% stake.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. Griffin's Citadel piles into shares of AI hotshots Palantir and Broadcom It's easy to see why top-tier asset managers are intrigued by the AI revolution.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

Private Equity Insights

FEBRUARY 28, 2025

Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Read more here.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

Private Equity Insights

MARCH 19, 2025

US infrastructure investor Stonepeak, which manages over $70bn in assets, and FitzWalter Capital, known for distressed debt investments, have also submitted proposals but are seen as less likely to proceed with firm bids. CKI has reportedly expressed the most serious commitment, proposing a 7bn capital injection. Can`t stop reading?

Bidding 147

Bidding Hedge Funds Debt Assets 147

Private Equity Insights

JANUARY 22, 2025

In its real assets portfolio, NYSCRF earmarked $250m for Oaktree Capital Managements Power Opportunities Fund VII. These strategic allocations highlight NYSCRFs active diversification efforts across private equity, real assets, and credit. Furthermore, $150m was allocated to Francisco Partners FP VII NYSCRF Co-Investment Fund.

Pension Funds 162

Pension Funds Private Equity Firms Private Equity Firms Assets 162

The Motley Fool

FEBRUARY 20, 2025

In coming years, both coins are going to compete in the domain of tokenizing real-world assets onto their respective blockchains so that they can be tracked and transferred more easily. Assets can be transferred for almost nothing, almost instantly. As an investor, it makes perfect sense to buy and hold both of these assets.

Financial Institutions 241

Financial Institutions Assets Accounting Returns 241

Private Equity Insights

FEBRUARY 27, 2025

Herb Myers, global co-head of real assets at Investcorp, highlighted the continued demand for industrial assets, noting that supply-chain evolution and e-commerce growth support long-term viability. real estate strategy focuses primarily on industrial and residential assets, which comprise 98% of its portfolio.

Assets 147

Assets Stakes Capital Portfolios 147

Private Equity Insights

JANUARY 14, 2025

in assets under management through partnerships with two U.S. FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments. Franklin Templeton manages $250bn in alternative assets, representing 15% of its $1.68tn total AUM. The fund launched with $904.5m

Funds 147

Funds Leveraging Assets Taxes 147

The Motley Fool

JANUARY 20, 2025

Energy Transfer Despite having some of the best assets in the midstream space with its large integrated system, Energy Transfer (NYSE: ET) is one of the cheapest MLPs in the space, trading at a forward EV/EBITDA multiple of 8.5. Let's look at two great MLPs to buy right now.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

OCTOBER 31, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. Image source: Getty Images. billion in AUM, as of the end of June.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

Private Equity Insights

FEBRUARY 7, 2025

Read more: [link] Ares Management Corporation announced that its Ares European Strategic Income Fund (AESIF) has exceeded 2.2bn in assets under management within its first full year. He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. Can’t stop reading?

Funds 147

Funds Pension Funds Asset Management Finance 147

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. While Lennar will acquire the WIP inventory and the homebuilding operations.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JANUARY 11, 2025

In fact, most of its natural gas pipeline and storage assets are in Texas or along the Gulf Coast. It added that while power demand from AI is popular to talk about, it is one of the few companies with the pipeline and storage assets to really take advantage of this opportunity.

Enterprise Values 241

Enterprise Values Banks Prospects Assets 241

Private Equity Insights

MARCH 19, 2025

The private equity firm is negotiating the acquisition of the unit, which oversees approximately 400bn ($436bn) in assets, Bloomberg reports. Discussions have progressed significantly, and the deal could be completed in the coming weeks. However, no official agreement has been signed, and negotiations remain confidential. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Bidding 147

The Motley Fool

DECEMBER 22, 2024

Today, Brookfield Corporation is a leading global investment firm with three core businesses: Alternative asset management : Brookfield, through its subsidiary, Brookfield Asset Management , is one of the world's largest alternative investment managers, with over $1 trillion in assets under management (AUM).

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

JANUARY 31, 2025

We anticipate a substantial portion of this growth will be driven by robust performance from Skyrizi and Rinvoq to assets are expected to collectively generate nearly $24 billion of revenue in 2025, reflecting growth of more than $6 billion. We are also rapidly advancing our next-gen c-Met asset. In the U.S.,

Assets 231

Assets Portfolios Investors Taxes 231

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. This move follows BlackRocks $30bn expansion into private credit, financial data, and infrastructure assets in 2023.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

Private Equity Insights

MARCH 12, 2025

With potential asset growth and increased target allocations from member funds, total commitments could exceed 4bn-6bn. This move aligns with the UK government’s mandate for all LGPS assets to be pooled under FCA-regulated structures by March 2026.

Private Equity Managers 147

Private Equity Managers Investing Assets Capital 147

Private Equity Insights

JANUARY 7, 2025

The private equity giant, managing $1 trillion in assets, is purchasing the stake from New Mountain Capital, Citrin Coopermans previous majority owner. This could mark Blackstones first investment in the accounting sector.

Accounting 246

Accounting Private Equity Firms Private Equity Firms Stakes 246

The Motley Fool

MARCH 19, 2025

per share in asset impairment charges, reducing its non-GAAP $6.62 Learn More Signet Jewelers' Q4 earnings Not all the news was good. Although sales exceeded expectations, they still declined 5.8% year over year in Q4, and same-store sales declined 1.1%. The company recorded $4.58 per-share earnings to $2.30 per share.

Assets 245

Assets Accounting Companies Investors 245

The Motley Fool

FEBRUARY 14, 2025

14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Insights

JANUARY 21, 2025

KKR, the global investment firm, has entered a binding agreement to acquire Dawsongroup, a leading UK-based asset leasing company, as part of its Global Climate strategy. The company provides leasing solutions for vehicles, refrigerated boxes, and other business-critical assets, integrating customisation, maintenance, and repair services.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Assets 130

Private Equity Insights

JANUARY 22, 2025

The potential divestment aligns with Blackstones strategy to monetise assets in sectors experiencing high investor demand. This move underscores the strong appetite for hospitality assets in Europe, where tourism continues to rebound, creating lucrative opportunities for strategic investors. Source: Reuters Can’t stop reading?

Initial Public Offering 130

Initial Public Offering Private Equity Firms Private Equity Firms Investing 130

Private Equity Insights

MARCH 18, 2025

Partners Group plans to invest in these assets to enhance their operational efficiency and environmental performance. This transaction underscores the growing interest of private equity firms in the energy sector, particularly in assets that can provide stable returns while contributing to the energy transition.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Portfolios Stakes 147

Private Equity Insights

FEBRUARY 28, 2025

The fund aims to raise between $300m and $500m over the next three to five years, investing in corporate bonds linked to biodiversity impact. Source: ESG News If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

Funds 147

Funds Investing Asset Management Finance 147

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JANUARY 21, 2025

The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. trillion in client assets to Schwab's platform. billion from asset management and administration fees. The company expects improvements in client cash trends and continued asset growth throughout 2025.

Assets 130

Assets Asset Management Leveraging Prospects 130