The Motley Fool

JULY 12, 2024

It's worth noting, however, that the existing Pershing Square Holdings (OTC: PSHZ.F) , which has $15 billion in assets under management, is already listed on several foreign exchanges and is available as an over-the-counter stock. But the fee will be waived for the first 12 months after the IPO. annualized).

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

OCTOBER 31, 2024

Our third quarter performance reflects continued positive momentum in growing our businesses, increasing capital efficiency, and pivoting our product suite to address the investing, insurance and retirement needs of our customers and clients around the world. Our strategic progress and performance are backed by our financial strength.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 16, 2024

That raised the risk that you'll buy near a peak valuation while also making it harder to achieve diversification when you're putting smaller amounts of capital -- say $500 -- to work. It's no wonder, then, that it is one of Vanguard's most popular funds, with $226 billion of assets under management.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Funds 246

The Motley Fool

AUGUST 1, 2024

Blue Owl Capital (NYSE: OWL) Q2 2024 Earnings Call Aug 01, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to Blue Owl Capital second-quarter 2024 earnings call. Should you invest $1,000 in Blue Owl Capital right now?

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Finance Financing Performance Fees 130

The Motley Fool

JANUARY 16, 2025

That solid growth rate comes amid the challenges of higher interest rates, which have increased the REIT's cost of capital , making it more expensive to externally fund new acquisitions by issuing more stock and debt. It recently unveiled plans to launch a private capital fund to tap into the massive private real estate market.

Accounting 245

Accounting Asset Management Management Fees Assets 245

The Motley Fool

MAY 2, 2024

Blue Owl Capital (NYSE: OWL) Q1 2024 Earnings Call May 02, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to the Blue Owl Capital's first quarter 2024 earnings call. Should you invest $1,000 in Blue Owl Capital right now?

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

DECEMBER 27, 2023

Because of that, they stand out to these three Fool.com contributors as top dividend stocks to buy for 2024 for those seeking to boost their income (and capitalize on their upside potential). This business generates very high margin management fees and insurance income for a very low capital investment.

Assets 245

Assets Management Fees Funds Shareholders 245

The Motley Fool

AUGUST 9, 2024

Main Street Capital (NYSE: MAIN) Q2 2024 Earnings Call Aug 09, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Main Street Capital second quarter earnings conference call. Should you invest $1,000 in Main Street Capital right now?

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

APRIL 30, 2024

Rithm Capital (NYSE: RITM) Q1 2024 Earnings Call Apr 30, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Hello, and welcome to the Rithm Capital first quarter 2024 earnings conference call. Should you invest $1,000 in Rithm Capital right now?

Capital 130

Capital Enterprise Values Assets Banks 130

Private Equity Wire

OCTOBER 25, 2024

KKR & Co reported robust third-quarter earnings on Thursday, driven by record transaction fees in its capital markets division, surpassing Wall Street expectations, with net income increasing by 57% to $1.24 billion, or $1.38 per hare ahead of analyst forecasts $1.20, according to a report by Bloomberg. KKR’s stock rose by 2.5%

Capital 104

Capital Management Fees Finance Financing 104

This is going to be BIG.

JULY 8, 2013

I probably get around a dozen e-mails a week asking me how to get into venture capital. On top of that, anytime I talk to anyone who wants to get involved in startups but isn''t sure what they want to do, inevitably, I hear, "And then I was thinking maybe I should look into venture capital, too.". You can''t crowdfund a fund.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

APRIL 20, 2024

Private equity and venture capital firms typically have access to investments that are not available to everyday investors. Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. 31, the net asset value ( NAV ) of the fund's holdings was $52.6 for every $1 of NAV.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

SEPTEMBER 5, 2024

Usually, an investment fund will charge what's called an expense ratio : a percentage of your assets that it will keep for itself every year to cover these costs. Expense ratios can range widely but those of actively managed funds often are about 1%. This creates a structural disadvantage for actively managed funds.

Funds 243

Funds Exchange-Traded Funds Investing Taxes 243

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

MAY 10, 2024

Main Street Capital (NYSE: MAIN) Q1 2024 Earnings Call May 10, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to the Main Street Capital first-quarter earnings conference call. Should you invest $1,000 in Main Street Capital right now?

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

SEPTEMBER 28, 2024

Verizon (NYSE: VZ) is the fund's second-largest holding, at 4.25% of its assets. billion of cash flow from operations in the first half of this year), which covered its capital expenditures ($8.1 each year in fees, while higher-cost funds would incur $2.80 in annual management fees for every $1,000 invested.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Assets 246

The Motley Fool

AUGUST 4, 2023

Main Street Capital (NYSE: MAIN) Q2 2023 Earnings Call Aug 04, 2023 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to the Main Street Capital Corporation second-quarter earnings conference call. and Main Street Capital wasn't one of them!

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

FEBRUARY 23, 2024

Main Street Capital (NYSE: MAIN) Q4 2023 Earnings Call Feb 23, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to the Main Street Capital Corporation fourth-quarter earnings conference call. Image source: The Motley Fool. Thank you, Mr. Vaughan.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

FEBRUARY 9, 2024

Blue Owl Capital (NYSE: OWL) Q4 2023 Earnings Call Feb 09, 2024 , 8:30 a.m. Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission. per share for the year.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

This is going to be BIG.

MAY 12, 2014

management fee. Most larger funds have a fee around 2%, but when you''re this small, you need a little bit extra to keep the lights on. It''s only a little bit of a performance drag, though, because management fees act like a loan. Venture Capital & Technology' Here''s how it plays out: I have a 2.5%

Funds 167

Funds Legal Management Fees Venture Capital 167

The Motley Fool

JUNE 5, 2024

When interest rates spike, money managers generally move into safer assets like bonds to take advantage of their high-income potential, although the current market -- driven by the hype over artificial intelligence (AI) -- stands out as an anomaly. Dividend-paying equities tend to be highly sensitive to interest rates.

Exchange-Traded Funds 189

Exchange-Traded Funds Taxes Management Fees Funds 189

Private Equity Insights

MARCH 8, 2024

Beltz Ianni, which is based in Rochester, New York, operates as a corporate retirement planning and individual wealth management company. It is said to manage assets worth over $1.2bn. Established in 2001, the company specialises in investment management along with retirement planning.

Education 130

Education Management Fees Assets Finance 130

The Motley Fool

DECEMBER 3, 2023

When he was 24 years old, Coleman founded Tiger Global Management with seed money from his fabled mentor and hedge fund manager, Julian Robertson, Jr. From those humble beginnings, he parlayed starting capital of $25 million into a hedge fund empire with roughly $13.5 billion in assets under management.

Hedge Funds 246

Hedge Funds Stakes Amortization Depreciation 246

The Motley Fool

SEPTEMBER 22, 2023

Brookfield Asset Management (NYSE: BAM) is a likely candidate. The global alternative asset manager expects to grow its earnings and dividend by 15% to 20% per year through 2028, with the potential for faster growth after that. In 2018, it planned to double its fee-bearing capital by 2023.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

The Motley Fool

DECEMBER 31, 2023

Meanwhile, after combining with Spirit, Realty Income will generate enough retained cash after paying dividends (about $800 million annually) to fund the acquisitions to push it into that range without raising any equity capital. The mutual fund manager has an exceptional track record of increasing its payout.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Depending on the fund, the repurchase offer could range from 5 to 25 percent of the fund's assets.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

The Motley Fool

JANUARY 23, 2025

The oil giant has been investing heavily in growing its best assets, which will help increase its highest-margin oil and gas production. The large global asset management company generates fairly stable cash flow, supported by asset management fees. A steady grower T. AUM has grown 21.1%

Accounting 130

Accounting Exchange-Traded Funds Management Fees Asset Management 130

The Motley Fool

JANUARY 29, 2024

For the first time ever, I can recommend a stock-like investing asset that gives you direct exposure to that cryptocurrency's price, with minimal fees and wide availability on pretty much any stock-trading service. Perhaps you see no value in Bitcoin since it isn't a business that makes a product or delivers a service.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

JANUARY 16, 2025

The company has also shown proficiency in managing regulatory requirements, a crucial factor in the banking sector. Key factors contributing to its success include strategic investment in digital platforms and strong capital management. Nonetheless, the bank maintained strong capital management, returning $5.5

Banks 130

Banks Asset Management Management Fees Assets 130

The Motley Fool

OCTOBER 19, 2024

Chief Executive Officer Walt Bettinger said the move will help improve the company's liquidity and "lower capital intensity." Wealth and asset management are becoming more important During its third-quarter earnings call, investors saw what could be in store for Schwab next. In the quarter, Schwab's net revenue rose 5% to $4.8

Asset Management 130

Asset Management Banks Financial Institutions Assets 130

The Motley Fool

MARCH 10, 2024

RBC Capital's Michael Carroll also has an "outperform" rating for the stock. He added that the REIT is "actively working" on several other asset sale opportunities. He also set a 12-month price target of $6, roughly 35% above the current share price. Carroll's price target reflects an upside potential of a little under 13%.

Amortization 189

Amortization Depreciation Earnings Before Interest Management Fees 189

The Motley Fool

JANUARY 9, 2024

American Tower (NYSE: AMT) has agreed to sell its cell tower business in India to an affiliate of Brookfield Asset Management (NYSE: BAM). It has since concluded that review, opting to sell the assets to Brookfield. The acquisition allows Brookfield to deploy more capital into a sector it knows very well.

Asset Management 130

Asset Management Assets Leveraging Debt 130

Private Equity Wire

SEPTEMBER 26, 2023

Blue Owl Capital has responded to the challenges of the current fundraising environment by offering a special deal to investors who make an early commitment to its sixth fund aimed at investing in private equity firms, according to a report by Bloomberg. Blue Owl takes stakes in asset managers and offers direct lending to companies.

Stakes 105

Stakes Private Equity Firms Private Equity Firms Funds 105

The Motley Fool

NOVEMBER 18, 2024

One factor driving that view is that it's only tapping into a small fraction of the capital invested in the commercial real estate market. Robust access to public capital "Access to capital is paramount to the success of our company," stated Realty Income CFO Jonathan Pong on the third-quarter conference call.

Pension Funds 130

Pension Funds Capital Management Fees Funds 130

The Motley Fool

JANUARY 21, 2024

Stocks and cryptocurrencies with market caps below $200 million are below the coverage threshold, and the same limit applies to the net asset value (NAV) of ETFs. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

SEPTEMBER 18, 2024

For instance, the S&P 500 requires a company to have a market capitalization of at least $15.8 Indexes track all sorts of asset classes and some asset classes perform better than others over the long term. The ETF's return closely follows the returns of the index (less the management fees the ETF changes).

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Management Fees 130