Private Equity Wire

SEPTEMBER 20, 2024

Digital Transformation Capital Partners (DTCP), a private investment firm with $3bn in AUM, has appointed Stephan Grillmaier as Head of Capital Formation Real Assets. Based out of London, Grillmaier will also join the firm’s leadership team.

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AltAssets

SEPTEMBER 13, 2024

RoundShield, a private investment firm focused on European asset-backed private credit deals, has raised more than $1bn (£760m) to close its fifth flagship fund.

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The Motley Fool

MARCH 28, 2024

Short the stock now, says investment firm Kerrisdale Capital, an investment firm based in New York City, published a report lambasting MicroStrategy while recommending that investors go long on Bitcoin. Should you invest $1,000 in MicroStrategy right now?

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The Motley Fool

MAY 26, 2024

Day by day, Bitcoin 's (CRYPTO: BTC) unique characteristics, which make it unlike any other asset in the world, are becoming increasingly recognized and understood by investors. As of May 15, it was estimated that around 700 professional investment firms own around $5 billion worth of these spot Bitcoin ETFs.

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The Motley Fool

MARCH 15, 2024

Ark Invest's new spot Bitcoin ETF is no slouch either, holding nearly 40,000 Bitcoins. Bitcoin's asset allocation mix Given this huge institutional buy-in from Wall Street, portfolio strategists are now ratcheting up their suggested Bitcoin asset allocations. Should you invest $1,000 in Bitcoin right now?

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The Motley Fool

JULY 21, 2024

That may sound like a huge, pie-in-the-sky number, but not when you take into account emerging trends such as asset tokenization, which refers to the process of transforming traditional financial instruments into digital assets that live on the blockchain. Is Ethereum a $2 trillion asset?

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The Motley Fool

AUGUST 15, 2024

Bitcoin as a top-performing asset Who wouldn't want to buy a digital asset that could soar in value by 20,000% during the next decade or two? Cathie Wood of Ark Invest, for example, now thinks that Bitcoin is headed to $3.8 Investment firm Bernstein has put out a $1 million price forecast for Bitcoin for the year 2033.

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The Motley Fool

SEPTEMBER 27, 2024

That's why it's worth checking out recent 13F filings with the Securities and Exchange Commission (SEC) , which are required of all companies and individuals with more than $100 million in assets under management (AUM). Suddenly, institutional investors had a quick, convenient way to get exposure to the crypto-asset class.

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The Motley Fool

MAY 19, 2024

What makes this forecast so interesting is that it's not coming from a Wall Street investment firm. Is Bitcoin an asset or a technology, or both? Cathie Wood of Ark Invest has perhaps come closest, with her focus on the primary use cases of Bitcoin. Should you invest $1,000 in Bitcoin right now?

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Private Equity Wire

OCTOBER 18, 2024

Blackstone (BX.N), the world’s largest alternative investment firm, surpassed Wall Street estimates for its key earnings metric in the latest quarter, reporting a record $1.1tn in assets under management (AUM) and an increase in fund value, according to a report by Reuters.

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The Motley Fool

JANUARY 15, 2024

Ark Invest is one of the investment firms that received approval for a spot Bitcoin ETF, so it's no surprise that Wood is extremely bullish on what this means for the long-term growth of Bitcoin. As she recently pointed out on CNBC, the SEC just gave the "green light" for both Wall Street and Main Street to invest in Bitcoin.

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PE Hub

JANUARY 16, 2024

Based in Toronto, Kensington is an alternative investment firm with C$2.6 billion in assets under management. The post AGF to acquire majority of Kensington to grow private markets biz appeared first on PE Hub.

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The Motley Fool

MARCH 31, 2024

Quite simply, large institutional investors are waking up to the idea of Bitcoin as a stand-alone asset class worthy of inclusion in their portfolios. With the launch of the new spot Bitcoin exchange-traded funds (ETFs) , they now have a regulated way to invest in Bitcoin without having to participate directly in the crypto market.

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The Motley Fool

SEPTEMBER 13, 2024

This fund launched in November 2003 and now has net assets of nearly $19.8 SPDR S&P Dividend ETF Like BlackRock, State Street is a large investment firm that markets multiple ETFs that pay dividends. This ETF first traded in November 2005 and has assets under management of more than $21.2 Select Dividend Index.

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The Motley Fool

AUGUST 11, 2023

NYSE: BLK) , the largest asset manager in the world, announced plans for a new spot Bitcoin ETF. That was followed up by similar spot Bitcoin ETF applications from other investment firms, including Ark Invest and Fidelity Investments. In mid-June, for example, BlackRock Inc.

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The Motley Fool

SEPTEMBER 23, 2024

Although the crown jewel of this deal was General Re's reinsurance operations, it also owned a specialty investment firm known as New England Asset Management (NEAM). Institutional investors with at least $100 million in assets under management are required to file a 13F with the Securities and Exchange Commission.

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The Motley Fool

JUNE 27, 2024

Investment firm VanEck recently predicted that Ethereum could hit a price of $22,000 by 2030. When you consider key future trends such as asset tokenization (which involves moving real-world financial assets onto the blockchain), it's possible to understand just how big the DeFi opportunity might be. A $2 trillion asset?

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The Motley Fool

MARCH 22, 2024

As the head of the largest asset manager in the world, Fink has become increasingly bullish in his support for Bitcoin. In August 2022, BlackRock partnered with Coinbase Global on a new crypto trading platform, and last June, BlackRock was the first major investment firm to file a new spot Bitcoin exchange-traded fund (ETF) application.

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The Motley Fool

AUGUST 17, 2024

With growing institutional interest and the increasing acceptance of digital currencies, Bitcoin is poised to further solidify its position as a leading asset in the years to come. This design positions Bitcoin favorably when it comes to the single dynamic that drives the price of every asset: supply and demand.

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The Motley Fool

AUGUST 22, 2024

By the end of 2025, I fully expect Ethereum to triple in value and become a $1 trillion asset. The two largest of the new spot Ethereum ETFs have already accumulated nearly $800 million in assets under management. According to research firm K33 Research, that's just the tip of the iceberg. By the end of 2024, anywhere from $3.1

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The Motley Fool

MARCH 26, 2024

Global investment firm Invesco (NYSE: IVZ) has several ETFs that could help you take your retirement funds to the next level. Rather than investing in many different assets, it's one of roughly a dozen new ETFs that aim to track the spot price of Bitcoin (BTC) -- similar to spot ETFs that track the price of gold.

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The Motley Fool

OCTOBER 6, 2024

Where QQQ charges 0.20% of assets each year, the new Nasdaq-100 ETF charges just 0.15%. While it could easily rack up assets under management at any price in the early 2000s, it needs to offer much more competitive pricing today. QQQ's little sister Invesco launched a new ETF in 2020 called the Invesco Nasdaq 100 ETF (NASDAQ: QQQM).

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The Motley Fool

FEBRUARY 11, 2024

Wall Street had finally embraced Bitcoin as an asset class, and the imminent arrival of new spot Bitcoin ETFs promised to unlock a torrent of new investor money into Bitcoin. The problem, however, is that the whole Bitcoin ETF investment thesis hasn't panned out as expected. According to Ark Invest, if you use the 19.4%

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The Motley Fool

SEPTEMBER 12, 2024

Brookfield is a global investment firm with five publicly traded subsidiaries: Brookfield Asset Management (NYSE: BAM) Brookfield Business Partners (NYSE: BBU) Brookfield Infrastructure Partners (NYSE: BIP) (NYSE: BIPC) Brookfield Renewable Partners (NYSE: BEP) (NYSE: BEPC) Brookfield Property Partners (NASDAQ: BPYP.O)

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The Motley Fool

DECEMBER 4, 2023

The pandemic recovery in markets had begun, and traders and investors had the cash and the time to bet on various assets. According to a report from Electric Capital, a venture investment firm, Shiba Inu doesn't even crack the list of top 100 blockchains when it comes to developer activity.

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Private Equity Insights

DECEMBER 14, 2023

Strategic Value Partners, LLC and its affiliates (together, “SVP”), a global alternative investment firm with over $18bn of assets under management, today announced that its managed funds and other institutional investors have provided CELSA Huta Ostrowiec (“ Celsa Poland “), the Polish subsidiary of Barna Steel , S.A. (“Celsa (..)

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The Motley Fool

AUGUST 24, 2024

At the end of June, crypto investment firm GSR ran the numbers and concluded that Solana trailed only Bitcoin and Ethereum in terms of overall demand. And, indeed, investment firm VanEck -- one of only two firms that have already submitted a spot Solana ETF application to the SEC -- now says that a Solana ETF is "inevitable."

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The Motley Fool

SEPTEMBER 15, 2023

Every three months, the Securities and Exchange Commission requires just about anyone managing more than $100 million in assets to report their holdings and their trading activity over the prior quarter. John Overdeck and David Siegel of Two Sigma Investments bought more than 1.5 million shares. million shares.

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The Motley Fool

DECEMBER 15, 2023

The investment firm New England Asset Management (NEAM) is a subsidiary of Berkshire Hathaway. While NEAM is much smaller than its parent in terms of total assets, its portfolio contains a larger number of stocks -- one of which is none other than Ares Capital.

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Private Equity Insights

JANUARY 22, 2025

Other commitments included 200m ($205.8m) to Bridgepoint Development Capital V, focusing on Northern Europe, and 50m to Bridgepoints Marble Arch Albany V Co-Investment fund. Furthermore, $150m was allocated to Francisco Partners FP VII NYSCRF Co-Investment Fund. Source: Chief Investment Officer Can’t stop reading?

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Private Equity Insights

NOVEMBER 20, 2023

The bidding process had lured finance companies including Starwood Capital Group and Brookfield Asset Management Ltd. While it’s unclear exactly how many bidders sought out each portfolio, many companies had planned to team up with other firms for offers. A team from Newmark Group Inc. Source: BNN Bloomberg Can’t stop reading?

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The Motley Fool

AUGUST 21, 2023

The Securities and Exchange Commission is gearing up to pass sweeping regulations for private equity groups, hedge funds, and real estate investment firms that aim to bring oversight and transparency in line with US stock exchanges. Ready to Retire: The new regulations weren't designed just to stick it to elite money-making firms.

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The Motley Fool

FEBRUARY 28, 2024

While the reinsurance segment was the catalyst behind the deal, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Because New England Asset Management continues to oversee more than $100 million in assets under management, it's required to file a 13F with the SEC every quarter.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 238

The Motley Fool

AUGUST 3, 2023

Ken Fisher knows a thing or two about investing. He has also written several investing bestsellers of his own. His Fisher Investments firm ranks as one of the largest money managers in the country. Unsurprisingly, Fisher Asset Management's portfolio prominently features such high-profile stocks.

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Private Equity Insights

FEBRUARY 28, 2025

David Foley, Global Head of Blackstone Energy Transition Partners, highlighted the investment potential in energy transition, citing growing demand for electricity, grid reliability, and energy efficiency. The new fund will invest in both junior and senior infrastructure debt, continuing Brookfields established approach.

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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.

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The Motley Fool

MARCH 17, 2024

However, alternative investments comprise roughly 50% of assets owned by the ultra-wealthy compared to only 5% for the average investor. What's the top alternative investment? Among high-net-worth families, 27% of their portfolios are invested in private equity, according to a survey from investing firm KKR.

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