Private Equity Wire

FEBRUARY 19, 2025

Despite their increasing popularity, continuation funds currently represent just $60bn in total assets, a mere 1.5% of the $4.2tn in assets under management (AUM) held by these firms. However, 32% of continuation funds now contain multiple assets, suggesting they are becoming a more permanent fixture in private equity portfolios.

Private Equity Firms 45

Private Equity Firms Private Equity Firms Funds Investment Horizon 45

The Motley Fool

JULY 21, 2024

That year was a difficult one for risk assets, a category that cryptocurrencies and stocks fall in. The top digital asset can thank some recent catalysts for its performance. And it opened the floodgates for lots more capital to flow to the asset in a convenient and compliant manner.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Investment Horizon Assets 130

The Motley Fool

NOVEMBER 27, 2024

If your investment horizon extends into 2028 (when the next halving will occur) or beyond, you're positioning yourself to capitalize on the compounding of another reduction in Bitcoin's inflation rate, greater institutional adoption, and Bitcoin's ongoing evolution as a premier store of value.

Investment Horizon 130

Investment Horizon Assets Capital Returns 130

The Motley Fool

AUGUST 30, 2024

While operations at Copler are currently suspended, the company's other assets -- Puna, Marigold, and Seabee -- are in full swing, and management recently reaffirmed that these three assets are on track to achieve their 2024 gold equivalent ounces production guidance of 340,000 to 380,000.

Investment Horizon 130

Investment Horizon Prospects Leveraging Assets 130

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.

Investment Horizon 98

Investment Horizon Exchange-Traded Funds Liabilities Assets 98

The Motley Fool

MAY 15, 2024

trillion in assets under management across its mutual fund and exchange-traded fund (ETF) offerings. This strategic choice aligns with the fund's growth-centric investment philosophy. The verdict When deciding between VTI and VUG, investors must consider their investment horizon and risk appetite.

Stock Market 130

Stock Market Stock Market Funds Mutual Funds 130

The Motley Fool

AUGUST 27, 2024

At one point it owned oil and natural gas production assets, pipelines, and natural gas utilities. What does Dominion Energy do? Dominion Energy is a fairly simple regulated electric utility today, but it hasn't always been like this. Image source: Getty Images.

Investment Horizon 130

Investment Horizon Debt Capital Investments Assets 130

The Motley Fool

JULY 13, 2024

Pfizer and Bristol Myers have had their share of troubles, but there is plenty to like about both stocks, at least for investors with an investment horizon spanning five years or more. Read on to find out why both stocks are worth buying this month. PFE data by YCharts.

Buyout 130

Buyout Investment Horizon Venture Capital Prospects 130

The Motley Fool

FEBRUARY 5, 2024

As you get older, you should start to reduce your exposure to risky assets and focus more on preserving your capital and building up passive income streams. That's why I rarely turn to Cathie Wood's Ark Invest portfolios, which are full of innovative but highly volatile companies, for stock ideas at this point in my life.

Portfolios 130

Portfolios Investment Horizon Capital Shareholders 130

The Motley Fool

JANUARY 3, 2025

What is your investment timeline? If your investment horizon is less than a year, you'll need to temper your expectations. Zooming out even further, Bitcoin represents more than just an investment -- it's a bet on a new financial system. This brings us to the most important question: What is your timeline?

Investment Horizon 130

Investment Horizon Assets Returns Capital 130

Pension Pulse

SEPTEMBER 11, 2023

Willis Towers Watson put out a press release stating the world’s top pension funds see the largest assets fall in 20 years: North America now accounts for nearly half of assets in world’s 300 largest pension funds ARLINGTON, Va., By the end of 2022, combined assets of the world’s top 300 pension funds had decreased by 12.9%

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

The Motley Fool

JULY 30, 2024

Its entire asset base will reportedly be liquidated, with equity investors completely wiped out. Just know that Rivian's early-stage journey makes it unsuitable for short-term investing horizons. That turned out to be the best investment strategy for Tesla, and the situation may prove similar for Rivian.

Investment Horizon 130

Investment Horizon Capital Finance Financing 130

The Motley Fool

AUGUST 11, 2023

It has renegotiated leases and sold off assets that were no longer desirable, which is exactly what you would expect it to do. This stock is most appropriate for more aggressive investors who have very long investment horizons and who are willing to sit through periods of worrying uncertainty.

Initial Public Offering 130

Initial Public Offering Legal Investment Horizon Finance 130

The Motley Fool

JANUARY 25, 2024

Portfolio manager Cathie Wood and her team are focused on long-term capital appreciation and recommend an investment horizon of at least seven years. The combination of a technology-focused strategy and long-term mentality makes Wood an asset manager worth watching.

Exchange-Traded Funds 130

Exchange-Traded Funds Investing Investment Horizon Shareholders 130

The Motley Fool

DECEMBER 2, 2024

While this motivated short-term investors to click the sell button, those with a longer investing horizon (our favorite type of investors) will find the sell-off a much-appreciated buying opportunity. for the third quarter of 2024.

Investment Horizon 130

Investment Horizon Banks Portfolios Debt 130

The Motley Fool

JULY 20, 2024

And when his Berkshire Hathaway makes a move -- buying, selling, moving assets from one holding company to another -- the transaction isn't inspired by the overall health of the stock market. Buffett studies each potential investment until he knows it like the back of his hand, and only then will he hit those "buy" or "sell" buttons.

Investment Horizon 130

Investment Horizon Prospects Stock Market Stock Market 130

The Big Picture

AUGUST 1, 2023

Investors hold asset classes, to benefit from long-term value creation and compounding. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior.

Hedge Funds 98

Hedge Funds Investment Horizon Assets Funds 98

Pension Pulse

JULY 30, 2024

During its ownership, BCI made significant strategic investments to support the continued growth of Hayfin’s strategies and worked with management to grow the investment teams and platform capabilities.

Stakes 59

Stakes Capital Legal Investment Horizon 59

Quiet Growth

MAY 23, 2023

The theory encourages diversification, which means spreading investments across various asset classes. However, MPT can face challenges during extreme market stress or crisis when correlations between assets can increase dramatically. The aim is to balance risk and return, regardless of market conditions.

Portfolios 52

Portfolios Investment Horizon Assets Finance 52

Walkner Condon Financial Advisors

NOVEMBER 1, 2023

When we invest, we essentially buy into an asset or financial instrument, with the expectation of receiving returns commensurate with the risks we assume over time. The investment horizon can be tailored to the investor’s needs, with built-in protections that can mitigate market losses at the expense of potential returns.

High Net Worth Individuals 52

High Net Worth Individuals Investment Horizon Investing Banks 52

Axial

DECEMBER 14, 2023

Elevated Valuations vs. Asset Quality In 2023, elevated interest rates and economic uncertainty have put pressure on business valuations. On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. Out of the 73 investment bankers who participated in the survey, only 1.4%

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Pension Pulse

JUNE 14, 2024

The partnership, initially formed in 2021, intends to make preferred equity investments in residential asset classes across the United States. As of December 31, 2023, Ivanhoé Cambridge held C$77 billion in real estate assets.

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

Pension Pulse

SEPTEMBER 13, 2023

The official opening Tuesday of AIMCo’s new Singapore office marks the first foray into the Asia-Pacific region for what is one of Canada’s largest institutional investors, with $158 billion of assets under management as of 2022.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Pension Pulse

FEBRUARY 13, 2024

Allison McNeely and Paula Sambo of Bloomberg report AIMCo opens New York office in credit push: Alberta Investment Management Corp., one of Canada’s largest pension plans, is opening a New York office as it pushes further into private credit investing. Meanwhile, it’s opening a New York office to be close to many of its biggest U.S.

Pension Funds 59

Pension Funds Leveraging Debt Assets 59

Pension Pulse

JANUARY 15, 2025

In addition to buying half of Oxfords warehouse assets, AustralianSuper will become a co-owner of M7 Real Estate, a European investment manager focused on the logistics sector that Oxford acquired in 2021. The largest allocation of Oxfords investments roughly a third of its assets is now in the logistics sector.

Pension Funds 59

Pension Funds Investing Stakes Assets 59

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

JULY 1, 2023

But for long-term investors, rates change over the course of their investing horizon, which is why I think it's so important to remain business-focused. A bank is solving around a risk, and there's a large perceived risk in asset class change.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243

Quiet Growth

MAY 28, 2023

The ability to diversify across different asset types, including international investments, aligns well with the principles of MPT. During a market crash, most assets tend to fall in value, and a portfolio based on MPT principles is not immune to this. Can MPT help in asset allocation for retirement planning?

Portfolios 52

Portfolios Taxes Assets Investment Horizon 52

Pension Pulse

AUGUST 29, 2023

For its new growth funding round, Goldman Sachs Asset Management, Capricorn’s Technology Impact Fund and other unnamed funds advised by T. Microsoft’s Climate Innovation Fund and Deepwater Asset Management also invested in the round. Rowe Price Associates led the deal, according to a company statement.

Funds 59

Funds Asset Management Assets Leveraging 59

Pension Pulse

NOVEMBER 15, 2023

The portfolio represented various commitments made by CPP Investments over the past 20 years. The next day, Bloomberg News reported that the Caisse de Depot et Placement du Quebec is shopping private equity assets, also valued at as much as $2 billion. Denominator effect The first is what’s known as the “denominator effect.”

Stakes 59

Stakes Pension Funds Assets Buyout 59

Pension Pulse

SEPTEMBER 12, 2023

focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead. Yes, private equity is the best performing asset from an absolute return perspective, but you must also look at it from a risk adjusted basis, and private equity is the most risk-taking allocation in the fund.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

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. between 2015 and the end of 2021. trillion in 2015 to$13.32

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. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Blackstone News

APRIL 27, 2023

TOKYO, April 28, 2023 – Blackstone (NYSE: BX) today announced the sale of a portfolio of six logistics assets located across Japan to GIC for more than US$800 million. This portfolio provides stable and diversified income streams with attractive growth potential, which is well-aligned with GIC’s long-term investment horizon and approach.

Portfolios 40

Portfolios Investment Horizon Assets Asset Management 40

Pension Pulse

DECEMBER 18, 2023

Rasak Musah Baba of IPE Real Assets reports CPP Investments backs Octopus Energy’s expansion with further £300m: Canada Pension Plan Investment Board (CPP Investments) has backed Octopus Energy Group’s global expansion plan with a further £300m (€348m) commitment.

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

JANUARY 31, 2024

Those are the publicly traded asset classes that private credit is most comparable to. billion in assets as some financial advisors have embraced alternative investments generally, and private credit, or loans made to private companies, in particular. That’s because its net asset value dipped in 2022 and increased only 0.6%

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

JANUARY 10, 2024

The 2020 Covid recession was deep and certainly a stress test the asset class unquestionably passed, but it was also short-lived. With this context as a backdrop, we chatted with Andrew Edgell, Senior Managing Director & Global Head of Credit Investments at CPP Investments about how he sees private debt faring in the credit cycle ahead.

Debt 59

Debt Investing Banks Private Equity Firms 59