The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

The Big Picture

APRIL 6, 2023

RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Rather, the holdings parallel the mutual funds clients own. ” Because we are not. .”

Mutual Funds 111

Mutual Funds Hedge Funds Stakes Financial Institutions 111

This is going to be BIG.

DECEMBER 3, 2012

Apparently, venture capital is a cruddy asset class where you can't get returns over the long term. Not only that, but there's a "Series A Crunch" that we've been talking about since October of 2011 where good companies can't seem to get to their next round of funding. That might make sense, if venture capital was an asset class.

Hedge Funds 114

Hedge Funds Venture Capital Education Mutual Funds 114

The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. Be sure to check out our Masters in Business next week with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets.

Mutual Funds 78

Mutual Funds Funds Hedge Funds Assets 78

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Big Picture

FEBRUARY 27, 2023

households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc. Here we are five years later, and while the idea + ticker are still great, the fund shut down due to lack of interest.

Mutual Funds 130

Mutual Funds Hedge Funds Consultants Consulting 130

The Motley Fool

AUGUST 15, 2023

Maybe some hedge fund algorithmic models can beat the market. Because even though right now he's shooting with an elephant gun, he can't look at smaller cap companies with the amount of money that Berkshire has, and yet Berkshire's still beaten the market is an asset manager. Anand Chokkavelu: That's right. Absolutely.

Mutual Funds 130

Mutual Funds Funds Taxes Hedge Funds 130

The Big Picture

SEPTEMBER 18, 2024

. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Behavioral Officer. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Hedge Funds 110

Hedge Funds Education Mutual Funds Assets 110

The Motley Fool

MAY 13, 2024

In fact, mutual funds that invest along these lines have come to be known as balanced funds. There might be some merit in these arguments but the challenge is that many of these asset classes are difficult and are expensive for the typical working-class American to invest in.

Portfolios 245

Portfolios Assets Funds Returns 245

The Big Picture

JULY 8, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million.

Mutual Funds 69

Mutual Funds Hedge Funds Asset Management Assets 69

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

MAY 21, 2024

But the long-term shareholder in AMC, if you bought it on some perception that stick it to big hedge funds just know this, over the past three years, the market is up 33%. However, you maybe surprised at how much your fund holds other types of investment. I've another friend who made a bit of money on AMC as well.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

Pension Pulse

FEBRUARY 14, 2025

Top multi-strategy, event driven hedge funds and large hedge fund managers As the name implies, these hedge funds invest across a wide variety of hedge fund strategies like L/S Equity, L/S credit, global macro, convertible arbitrage, risk arbitrage, volatility arbitrage, merger arbitrage, distressed debt and statistical pair trading.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Big Picture

DECEMBER 7, 2023

Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Mutual Funds 64

Mutual Funds Hedge Funds Asset Management Assets 64

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Big Picture

SEPTEMBER 5, 2024

He explains the impact of free capital, the subtle shift from value to growth, away from hard assets and towards intellectual property. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high.

Bidding 91

Bidding Mutual Funds Hedge Funds Assets 91

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. of its assets.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

Ainslie’s hedge fund Maverick Capital only trimmed its stake in Nvidia by 2.86% in the second quarter of 2024 after having first acquired almost 464,000 shares in the company in the first quarter of 2023. But this week, Bloomberg reports the yen carry trade that blew up markets is attracting hedge funds again.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. So fixed income is now a substantial percentage of our assets.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

JANUARY 17, 2024

Almost 70% of institutional investors were bullish on the bond market heading into the new year, according to a recent survey by Natixis, more than any other asset class, including stocks, private equity and private credit. of its total assets and includes trend following, long-duration U.S. For BlackRock Inc.’s

Hedge Funds 59

Hedge Funds Pension Funds Asset Management Assets 59

Pension Pulse

FEBRUARY 16, 2024

pic.twitter.com/17sGoSfLRn — Barchart (@Barchart) February 15, 2024 Moreover, the risk of a recession is rising, which never augurs well for risk assets: ?WARNING? Summers (@LHSummers) February 16, 2024 Needless to say, if the Fed is forced to raise rates instead of cutting them, it's going to hit risk assets and the economy very hard.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. Fixed-income ETFs, built cheaply on organic growth. And Aladdin. Third quarter revenue of $5.2

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Big Picture

FEBRUARY 12, 2024

What gave you the confidence to say, sure, I could raise some money and launch a hedge fund and have my entire income dependent on how well we do? 00:06:52 [Speaker Changed] And how did you find the process of raising money for a hedge fund when you guys were a bunch of young Turks? There were all these mutual funds.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

Pension Pulse

NOVEMBER 17, 2023

Adam Clark of Barron's reports Apple, Microsoft, Nvidia—what tech stocks hedge funds are buying and selling: It’s filing season for a string of major hedge funds, and big tech names like Apple, Microsoft, and Nvidia were among the most-traded equities in the third quarter. million shares—worth around $4.4

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

AUGUST 18, 2023

a barrel Gold futures were little changed Lu Wang of Bloomberg also reports hedge funds reload on shorts after rushing to unwind stock bet: Fast-money stock skeptics who got throttled in July are charging back undaunted. Cap rates are rising weighing down on real estate asset values. New York time The Nasdaq 100 fell 0.4%

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Insight Partners

DECEMBER 5, 2024

Regulatory regimes like MIFID II require banks, asset managers, hedge funds, etc., Mutual funds and ETFs often comprise hundreds of underlying holdings, making accurate calculations dependent on evaluating each security’s ESG rating and aggregating the results based on portfolio weight.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. In addition, as many of you know, we updated the presentation of expense line items by including a new sales, asset and account income statement caption.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

DECEMBER 30, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million.

Mutual Funds 52

Mutual Funds Hedge Funds Asset Management Assets 52

Pension Pulse

MAY 19, 2023

Remember this data is lagged by 45-days so it's not representative of what they hold now and many top hedge funds are going to get clobbered when the financial storm hits their portfolio. LTK Capital Management is up huge this year, close to 300%, trouncing elite hedge funds and money managers.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. That is a mug’s game, right?

Mutual Funds 111

Mutual Funds Finance Financing Asset Management 111

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. And so my summer job at business school, I worked for a hedge fund that Yale had money with. RITHOLTZ: Hedge fund, private equity, and Yale endowment, right? You just stay here for a couple more years.”

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. BALCHUNAS: … where you had to call pensions and tried to pitch them on hedge funds ….

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: You said, I know, I want to run assets.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

Pension Pulse

JULY 3, 2023

pic.twitter.com/VEsugjZjXg — Jim Bianco (@biancoresearch) July 3, 2023 Here's a look at the first half performance of various asset classes using key ETFs. And it's not really "bulls", it's elite hedge funds and some very powerful mutual funds and indexers with active strategies behind this nonsense, much like in 1999-2000.

Hedge Funds 59

Hedge Funds Banks Mutual Funds Stock Market 59