The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., which has $34 billion in assets under management. When they underperform, they refund as much as 25% of their performance fees. The firm’s investment strategy is “differentiated thinking” primarily focused on equities.

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The Motley Fool

OCTOBER 11, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. BlackRock assumes no duty and does not undertake to update any forward-looking statements.

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Private Equity Wire

FEBRUARY 9, 2024

The firm expects to increase fee-based earnings by almost 30% this year to $1.1bn as well as attract more than $40bn in new investor capital, focusing on its fast-growing credit and insurance-based investment units. Carlyle also said it is aiming to increase profit margins and share buybacks substantially.

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Pension Pulse

SEPTEMBER 4, 2024

MAM and PSP Investments have sold their 88% stake in AirTrunk. MAM and PSP Investments acquired a majority stake in AirTrunk in 2020. billion), it said on Wednesday, in what would be Blackstone's largest investment in the Asia Pacific region. Khuda, who established AirTrunk in 2015, will remain with the company as the CEO.

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The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 Clients choose BlackRock for performance. We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions.

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Pension Pulse

MARCH 19, 2024

Emilio Ghigini of Investing.com reports Redwood Trust and CPP Investments form $750M capital partnership: Redwood Trust, Inc. NYSE: NYSE: RWT ), a company specializing in housing credit, and Canada Pension Plan Investment Board (CPP Investments), announced a strategic capital partnership valued at $750 million.

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Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

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The Motley Fool

APRIL 18, 2024

Should you invest $1,000 in Blackstone right now? While changing market conditions take time to translate to financial results, including realizations and performance revenues, we are seeing positive momentum across many key forward indicators at our firm. Blackstone is built on long-term investment performance.

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The Motley Fool

JULY 31, 2024

Should you invest $1,000 in Rithm Capital right now? if you invested $1,000 at the time of our recommendation, you’d have $635,614 !* While we continue to focus on the direct lending business lines which have gotten us to this point, the growth of our alternative asset business is very important to the revaluation of our company.

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Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier.

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Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds.

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The Motley Fool

AUGUST 5, 2024

Should you invest $1,000 in Simon Property Group right now? if you invested $1,000 at the time of our recommendation, you’d have $657,306 !* from investment activity related to ABG. And if anything, we'll step up our investment activity. Our conference call this evening will be limited to one hour. in the prior year, a 4.3%

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate.

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Fortune Financial

MARCH 5, 2024

A 401k is a company-sponsored retirement plan that allows employees to elect contributions to be withheld from their wages and salaries and deposited into an investment account. This means staying informed about plan performance, fees and compliance requirements. What is 401k? Have you developed a recordkeeping system?

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The Motley Fool

AUGUST 8, 2024

Should you invest $1,000 in Evolent Health right now? if you invested $1,000 at the time of our recommendation, you’d have $606,079 !* Overall, these repositioning investments have been the principal driver of the $13.7 Just going back to the performance fee margin ramp, you said 12% to 18% is possible there as those mature.

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The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. Overall, in the quarter, our strong performance was driven by the strength of our Aon United strategy and Aon Business Services platform.

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The Motley Fool

JULY 31, 2024

Should you invest $1,000 in Teladoc Health right now? if you invested $1,000 at the time of our recommendation, you’d have $635,614 !* And it further underscores the need to ensure we're achieving the expected impact of these investments, which is an area I expect us to further strengthen in short order.

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The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I found this to be really a fascinating conversation about approaching the world of investing from a different angle. We’ll circle back to that at some other point.

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. Tell us a little bit about what it was like to wade into the world of distressed investing for bonds?

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The Motley Fool

OCTOBER 31, 2023

To get started investing, check out our quick-start guide to investing in stocks. But in the call, you see him saying things like, we're going to continue investing significantly in AI, that's the massive game changer. It's the world's biggest industrial real estate investment trust. Over 200 billion in assets.

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The Motley Fool

APRIL 12, 2024

Should you invest $1,000 in BlackRock right now? Momentum's accelerating, and we have line of sight into a breadth of significant mandates in investment management and technology, spanning client channels and geographies. With long-term investing, time in the markets is often more important than market timing.

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The Motley Fool

JANUARY 12, 2024

Should you invest $1,000 in BlackRock right now? All of us at GIP share in the vision of delivering better outcomes for clients and leading critical global investments that drive economic growth. Infrastructure investment is a fast-growing market. So, with that, I'll turn it over to Larry. and BlackRock wasn't one of them.

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The Motley Fool

FEBRUARY 21, 2025

Should you invest $1,000 in Evolent Health right now? if you invested $1,000 at the time of our recommendation, youd have $858,668 !* Regarding our technology and services business, we continue to invest in automation and efficiencies to drive increased margins and better patient experience. Cash used in operations was $26.2

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The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. They run over $135 billion in assets. David is on the global investment committee. And I went to pitch this asset management guy on why he should come be a part of that process. in Colorado.

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Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $302,501 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,181 !*

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Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). It offers exposure to over 1,000 private assets across multiple investment strategies. The fund combines private real assets, real estate, private credit, and private equity, covering more than 15 sub-sectors.

Asset Management 147

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The Motley Fool

JULY 15, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $791,929 !* Clients entrusted us with over 80 billion of net new assets. We generated 3% annualized organic base fee growth, our highest second quarter in three years. We're growing faster than last year.

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Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. Management fees are set at 1.5%, with performance fees of 12.5%

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The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Next, the commercial and investment bank on Page 6.

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The Motley Fool

JANUARY 15, 2025

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, youd have $807,495 !* We executed breakthrough investment offerings and industry-leading partnerships. We executed breakthrough investment offerings and industry-leading partnerships.

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The Motley Fool

JANUARY 25, 2024

Should you invest $1,000 in Blackstone right now? We were the first alternative manager to surpass $1 trillion of assets under management. We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year. We do not undertake any duty to update these statements.

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The Motley Fool

OCTOBER 29, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,217 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,153 !* We have $7.8

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Private Equity Wire

JUNE 14, 2024

Ludovic Phalippou, a professor at Oxford’s Saïd Business School, authored the report — “The Trillion Dollar Bonus of Private Capital Fund Managers” — which covers private investment strategy groups including buyout firms, venture capital, infrastructure and distressed debt.

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The Motley Fool

JANUARY 30, 2025

Should you invest $1,000 in Blackstone right now? if you invested $1,000 at the time of our recommendation, youd have $758,099 !* billion of fee revenues. BIP has delivered remarkable investment performance since inception only six years ago, including 17% net returns annually for the co-mingled strategy.

Management Fees 130

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The Motley Fool

JULY 18, 2024

Should you invest $1,000 in Blackstone right now? if you invested $1,000 at the time of our recommendation, you’d have $722,993 !* As a result of our convictions, we decided to adopt a more aggressive approach to new investments. We do not undertake any duty to update these statements.

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