Private Equity Insights

JANUARY 15, 2025

The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m. The initiative aligns with growing investor demand for strategies that combine environmental and financial objectives. Source: Impact Investor Can’t stop reading?

Pension Funds 130

Pension Funds Investors Funds Startups 130

Private Equity Wire

JANUARY 22, 2025

Mubadala, which manages $330bn in assets, has established six private credit partnerships across the US, Europe, and Asia, including with Apollo Global Management and Blue Owl Capital.

Assets 96

Assets Funds Capital Returns 96

The Motley Fool

FEBRUARY 27, 2025

If you're a long-term investor, the short-term rush brought on by gambling probably doesn't appeal to you all that much. And it has been pretty successful for itself and its investors. Learn More Here are three reasons why long-term investors will want to take a close look at buying Vici Properties. Image source: Getty Images.

Investors 130

Investors Assets Debt Shareholders 130

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. Other investors who are sitting on a lot of cash may see this as an expensive way to get cash back. Data on NAV loan usage remains sparse.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

DECEMBER 17, 2024

Ackman's activist investor strategy requires a highly concentrated portfolio. Alphabet (16.5%) Ackman bought shares of Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) as many investors expressed strong concerns about how artificial intelligence (AI) will impact the core Google Search business. As a result, over 45% of Pershing Square's $13.4

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

DECEMBER 6, 2024

In November, Wall Street and investors were privy to a flood of important data releases. For example, investors may have been so swamped by other news events that they completely missed the Nov. For example, investors may have been so swamped by other news events that they completely missed the Nov. Image source: Getty Images.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

JANUARY 16, 2025

Few money managers draw the attention of professional and everyday investors quite like Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) A 13F provides investors an under-the-hood look at which stocks money managers with at least $100 million in assets under management (AUM) have been buying and selling. Warren Buffett.

Portfolios 246

Portfolios Asset Management Exchange-Traded Funds Buyout 246

Private Equity Insights

FEBRUARY 5, 2025

The Australia expansion allows eligible investors to access funds from top managers like KKR, EQT, and the Carlyle Group with lower investment minimums. Family offices and institutional-scale investors can directly invest in select companies alongside leading general partners. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Bidding Investors Buyout 130

Private Equity Insights

JANUARY 15, 2025

GIP, a private equity firm managing over $100bn in assets, owns stakes in Gatwick Airport and offshore wind projects. Read more IFM Investors acquires 49% stake in Splend to drive rideshare growth IFM Investors has acquired a 49% stake in Splend, a $200m startup providing vehicle financing.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

The Motley Fool

MARCH 28, 2025

It's a strategy that will suit many investors, and the excellent news is that it's working. Learn More JEPI Total Return Level data by YCharts Moreover, investors should consider what happened in 2022, when the S&P 500's total return was a negative 18.1% Where to invest $1,000 right now? compared to just 3.5% for the ETF.

Investors 240

Investors Exchange-Traded Funds Assets Portfolios 240

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. It's a tool that allows investors to see which stocks Wall Street's smartest money managers have been buying and selling. Image source: Getty Images.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

FEBRUARY 4, 2025

The energy giant has an unrivaled asset base. The oil company's competitively advantaged asset base has enabled it to produce unrivaled earnings and returns compared to its peers in the oil patch. The company's disciplined investment approach and high-quality asset base drive those robust returns.

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

MARCH 19, 2025

I will now hand the conference over to your speaker host, Jim Bombassei, senior vice president of investor relations and corporate finance. Jim Bombassei -- Senior Vice President, Investor Relations Thank you, operator. After our prepared remarks, we will open the call to questions from analysts and investors. Please go ahead.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

Private Equity Wire

JANUARY 23, 2025

Calpine Corp’s $16.4bn sale to Constellation Energy is set to deliver a major windfall to its owners offering optimism in the private equity sector that similar mega-deals could help an industry grappling with sluggish investor payouts, according to a report by Reuters.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Law Firms Investors 98

AltAssets

JANUARY 20, 2025

Real assets specialist Ridgewood Infrastructure has raised $1.2bn for its second fund, double the size of its debut vehicle. The post Infra investor Ridgewood doubles debut fund total with $1.2bn Fund II close appeared first on AltAssets Private Equity News.

Funds 97

Funds Investors Assets Buyout 97

The Motley Fool

MARCH 28, 2025

billion of assets under management, this is the most popular actively managed ETF on the market today. Many investors simply stock up on broad market trackers like the Vanguard S&P 500 ETF and never worry about buying individual stocks. In other words, these options provide extra "income" through option-based "premiums."

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Assets 246

The Motley Fool

OCTOBER 31, 2024

Thanks to the advent of the internet, information is no longer at a premium for everyday investors. No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

DECEMBER 19, 2024

In November, investors received hundreds of earnings reports from Wall Street's most-influential businesses, the much-anticipated election results , and numerous economic data releases that offer clues as to the steps the nation's central bank might take next. The fourth quarter has been packed with important data releases.

Stakes 246

Stakes Assets Asset Management Banks 246

Private Equity Insights

MARCH 19, 2025

Canadian pension fund Caisse de Dpt et Placement du Qubec (CDPQ), oil major Shell Plc, infrastructure investor IFM Investors, and Koch Industries. Brookfield has a track record of investing in major pipeline assets worldwide. in a deal that could exceed $10bn, including debt.

Pension Funds 191

Pension Funds Stakes Legal Asset Management 191

Private Equity Insights

MARCH 19, 2025

The deal, announced Tuesday, strengthens DWSs foothold in the alternative assets sector by providing first-look access to asset-based finance, direct lending, and other private credit transactions. DWS CEO Stefan Hoops emphasized that private credit is a critical offering for investors seeking exposure to real-economy assets.

Banks 162

Banks Financial Institutions Asset Management Finance 162

The Motley Fool

MARCH 28, 2025

In January, Coinbase Global surveyed 352 institutional investors working in asset management companies, hedge funds, private banks, and family offices. An overwhelming majority of them controlled assets in excess of $1 billion, making them among the larger players in the markets.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Hedge Funds 189

The Motley Fool

FEBRUARY 20, 2025

XRP (CRYPTO: XRP) and Bitcoin (CRYPTO: BTC) remain two of the most-watched cryptocurrencies even after years of being in circulation, and they've earned that distinction by providing value to investors all the while. Assets can be transferred for almost nothing, almost instantly. But XRP has a clear advantage there.

Financial Institutions 241

Financial Institutions Assets Accounting Returns 241

The Motley Fool

FEBRUARY 14, 2025

14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Insights

MARCH 26, 2025

The move, described as a first for the industry, aims to broaden access to private markets previously reserved for institutional and ultra-high-net-worth investors. On average, private assets are expected to make up 15% of the portfolio mix.

Asset Management 147

Asset Management Assets Portfolios Funds 147

Private Equity Insights

MARCH 19, 2025

Among the strongest contenders are KKR, Hong Kong-based infrastructure investor CKI, hedge fund Covalis Capital, and London-based Castle Water. FitzWalters proposal suggests a minority equity investment in partnership with other investors rather than a full takeover. The process remains fluid, with all bids currently non-binding.

Bidding 147

Bidding Hedge Funds Debt Assets 147

Private Equity Insights

JANUARY 7, 2025

A Blackstone-led investor group is acquiring a majority stake in US accounting firm Citrin Cooperman, valuing the company at over $2bn, according to sources cited by the Financial Times on Tuesday. This could mark Blackstones first investment in the accounting sector. Source: Breaking The News & PR Newswire Can’t stop reading?

Accounting 246

Accounting Private Equity Firms Private Equity Firms Stakes 246

Private Equity Insights

FEBRUARY 7, 2025

Read more: [link] Ares Management Corporation announced that its Ares European Strategic Income Fund (AESIF) has exceeded 2.2bn in assets under management within its first full year. The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices.

Funds 147

Funds Pension Funds Asset Management Finance 147

The Motley Fool

JANUARY 20, 2025

Energy Transfer Despite having some of the best assets in the midstream space with its large integrated system, Energy Transfer (NYSE: ET) is one of the cheapest MLPs in the space, trading at a forward EV/EBITDA multiple of 8.5. Let's look at two great MLPs to buy right now. Consider when Nvidia made this list on April 15, 2005.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

Private Equity Insights

JANUARY 14, 2025

in assets under management through partnerships with two U.S. FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments. FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments.

Funds 147

Funds Leveraging Assets Taxes 147

The Motley Fool

JANUARY 11, 2025

In fact, most of its natural gas pipeline and storage assets are in Texas or along the Gulf Coast. It added that while power demand from AI is popular to talk about, it is one of the few companies with the pipeline and storage assets to really take advantage of this opportunity. Consider when Nvidia made this list on April 15, 2005.

Enterprise Values 241

Enterprise Values Banks Prospects Assets 241

The Motley Fool

DECEMBER 23, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, every investor is likely to find one or more securities that'll help them meet their goals. But what's most important to investors is that dividend stocks have crushed non-payers in the return column over the last half-century. Through Sept.

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 Steven Cohen of Point72 Asset Management bought 1.5

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

DECEMBER 22, 2024

Warren Buffett is a masterful investor. The company manages private equity and credit funds that invest capital on behalf of institutional investors (e.g., It believes it's in a stronger position than ever before to compound wealth for its investors over the next five years, thanks to the tailwinds benefiting the company.

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

MARCH 19, 2025

per share in asset impairment charges, reducing its non-GAAP $6.62 Symancyk advised investors that same-store sales turned positive "in January" and "this positive trend has continued into the first quarter" of Signet's fiscal 2026. What's next for Signet Investors seem most optimistic about Symancyk's plans for the future.

Assets 245

Assets Accounting Companies Investors 245

The Motley Fool

JANUARY 20, 2025

However, with its innovative approach to banking, Nu has taken a dominant position and counts Berkshire Hathaway among its investors. Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. Investors will want to watch Nu's loan growth and loan portfolio.

Banks 225

Banks Financial Services Leveraging Accounting 225

The Motley Fool

JANUARY 31, 2025

Liz Shea, senior vice president of investor relations. Liz Shea -- Senior Vice President, Investor Relations Thank you. On today's conference call, non-GAAP financial measures will be used to help investors understand AbbVie's business performance. [Operator instructions] Today's call is also being recorded. In the U.S.,

Assets 231

Assets Portfolios Investors Taxes 231

Private Equity Insights

FEBRUARY 28, 2025

The fund is 33% larger than its predecessor, reflecting strong investor demand for energy transition investments. Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. Read more here. Read more here. Read more here.

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162