Private Equity Insights

JANUARY 23, 2025

These funds will support the SUSI Asia Energy Transition Fund (SAETF) and the Sustainable Asia Renewable Assets (SARA) platform. The Dam Nai wind farm in Vietnam, acquired by SUSI in October 2024, will serve as the platforms cornerstone asset. Its portfolio includes projects in Vietnam, the Philippines, Thailand, and Cambodia.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investors Funds 130

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

Private Equity Insights

MARCH 12, 2025

The pension fund’s net assets grew to $123bn as of December 31, up from $112.6bn in 2023. Infrastructure assets also performed well, with a 12.3% return in 2024, boosted by private equity and stocks The Healthcare of Ontario Pension Plan (HOOPP) posted a 9.7% HOOPPs public equities portfolio delivered a 17.9%

Returns 273

Returns Pension Funds Liabilities Assets 273

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

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

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

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

The Motley Fool

APRIL 9, 2025

But many patient investors have made a killing by sticking around for the long term. That's because the trust itself owns Bitcoin -- its only asset. Investors looking for self-custody -- that is, the ability to do with their Bitcoin what they please -- should look into buying Bitcoin directly. What's the catch?

Exchange-Traded Funds 162

Exchange-Traded Funds Assets Funds Accounting 162

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 Portfolios 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

APRIL 8, 2025

Palantir Technologies (NASDAQ: PLTR) is caught up in the selling frenzy as investors avoid riskier assets. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More *Stock prices used were the afternoon prices of April 4, 2025.

Assets 242

Assets Returns Companies Investors 242

The Motley Fool

APRIL 11, 2025

But investors were betting this week that a delay in some tariffs and potential deals on others would reduce the risk of a recession and therefore defaults on the debt companies like SoFi and Capital One have on their balance sheets. KKR's rise was clearly because asset values are up, and that's a big part of their fee structure.

Fee Structure 246

Fee Structure Debt Leveraging Capital 246

Private Equity Insights

APRIL 10, 2025

The investor base includes strong re-up commitments from Fund I participants and new backing from pension funds, insurance companies, fund-of-funds, asset managers, endowments, and family offices. Excelsiors debut fund closed at $504m in 2021 and is fully committed across 16 assets representing 1.95 GW of generation capacity.

Pension Funds 162

Pension Funds Funds Legal Asset Management 162

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

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 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 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 Legal 246

The Motley Fool

APRIL 11, 2025

BlackRock (NYSE:BLK) , the world's largest asset manager, showcased a strong fiscal performance for the first quarter of 2025, released on April 11. Assets Under Management (AUM), in billions $11,584 N/A $10,473 +10.6% EPS surpassed estimates, indicating strong profitability, driven by cost management and organic asset growth.

Asset Management 130

Asset Management Leveraging Assets Prospects 130

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

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

The Motley Fool

APRIL 7, 2025

Consequently, Buffett has become a trusted source of inspiration for countless investors. Investors cannot directly purchase shares of a stock market index like the S&P 500. It is an investment product that lets investors spread money across the index's member stocks. Microsoft: 5.9% Alphabet: 3.6% Meta Platforms: 2.9%

Funds 244

Funds Shareholders Stock Market Stock Market 244

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

Private Equity Insights

APRIL 11, 2025

MLB, which opened its doors to private equity in 2019, has become a focus for investors seeking resilient assets in the sports sector. Institutional investors arent going to commit when it only fuels an arms race of talent. As of now, 18 of the leagues 30 teams have ties to private equity, with 10 receiving direct investment.

Stakes 147

Stakes Private Equity Firms Private Equity Firms Investing 147