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. And we delivered a total shareholder return compounded annual growth of 14%, 600 basis points higher than the closest competitor.

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

MARCH 28, 2025

Sign Up For Free JEPI Total Return Price data by YCharts The same fund works much better when you automatically reinvest the dividend-style cash distributions into more shares of the same ETF. billion of assets under management, this is the most popular actively managed ETF on the market today. negative total return.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Assets 246

The Motley Fool

DECEMBER 17, 2024

Brookfield (14.4%) Ackman started acquiring shares in alternative asset management company Brookfield (NYSE: BN) (TSX: BN) in the second quarter and really loaded up on shares in the third quarter. Brookfield spun off its asset management business last year, but it maintains a 73% ownership stake in it. He holds about $1.9

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

MARCH 13, 2025

In fact, it's probably a smart idea to take his perspective, at least with some assets. Buy assets when they are priced cheaply Buffett is a stickler for buying stocks at an appropriate valuation. In crypto, this equates to not buying assets when everyone is talking about them and sentiment is high. Start Your Mornings Smarter!

Investing 234

Investing Bidding Assets Taxes 234

The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that provides a concise snapshot of the stocks Wall Street's most prominent money managers are buying and selling. The 10 stocks that made the cut could produce monster returns in the coming years.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

JANUARY 16, 2025

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. Though the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment fund known as New England Asset Management (NEAM).

Portfolios 246

Portfolios Asset Management Exchange-Traded Funds Buyout 246

The Motley Fool

DECEMBER 19, 2024

This was the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Although no asset manager is more closely followed than Berkshire Hathaway CEO Warren Buffett, he's far from the only billionaire known for their investing prowess.

Stakes 246

Stakes Assets Asset Management Banks 246

The Motley Fool

JANUARY 20, 2025

As a result, most pay out very generous distributions, which are similar to dividends, but much of the payout is considered a return of capital. The company has averaged a 12% annual return on its growth capex, which paves the way for strong EBITDA increases in the coming years. Let's look at two great MLPs to buy right now.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

MARCH 19, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, youd have $707,481 !*

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

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. Griffin's Citadel piles into shares of AI hotshots Palantir and Broadcom It's easy to see why top-tier asset managers are intrigued by the AI revolution.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

FEBRUARY 20, 2025

In coming years, both coins are going to compete in the domain of tokenizing real-world assets onto their respective blockchains so that they can be tracked and transferred more easily. Assets can be transferred for almost nothing, almost instantly. As an investor, it makes perfect sense to buy and hold both of these assets.

Financial Institutions 241

Financial Institutions Assets Accounting Returns 241

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 19, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

DECEMBER 22, 2024

He has an innate ability to allocate capital into investments that generate outsize returns for his shareholders. Over the last 30 years, his company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has delivered an average annualized return of 13%, beating the S&P 500 's 11% average annualized total return.

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

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. CEO Warren Buffett.

Securities and Exchange Commission (SEC) 228

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

The Motley Fool

DECEMBER 23, 2024

But what's most important to investors is that dividend stocks have crushed non-payers in the return column over the last half-century. 30, PennantPark held nearly $1.984 billion in assets. See 3 Double Down stocks *Stock Advisor returns as of December 16, 2024 Sean Williams has positions in PennantPark Floating Rate Capital.

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

DECEMBER 23, 2024

With more than $900 billion in assets under management, Brookfield is one of the largest alternative asset managers in the world. Few asset managers are positioned as well as Brookfield. At the start, I was skeptical of the company's target of achieving annual returns of 15% or more. Yet that's exactly what it has done.

Asset Management 130

Asset Management Conglomerates Assets Management Fees 130

The Motley Fool

JANUARY 3, 2025

Steven Cohen of Point72 Asset Management bought 1.5 The odds of another 800% return in the next 24 months are very slim, perhaps nonexistent, but Nvidia could still generate better returns than the S&P 500 (SNPINDEX: ^GSPC) over the next five years. It is now his third-largest position excluding options. He also sold 4.9

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 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. Wil Warren, Lexingtons President, noted the funds focus on strong, risk-adjusted returns. The fund launched with $904.5m

Funds 147

Funds Leveraging Assets Taxes 147

Private Equity Insights

JANUARY 22, 2025

In its real assets portfolio, NYSCRF earmarked $250m for Oaktree Capital Managements Power Opportunities Fund VII. These strategic allocations highlight NYSCRFs active diversification efforts across private equity, real assets, and credit. Furthermore, $150m was allocated to Francisco Partners FP VII NYSCRF Co-Investment Fund.

Pension Funds 162

Pension Funds Private Equity Firms Private Equity Firms Assets 162

The Motley Fool

OCTOBER 31, 2024

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. Image source: Getty Images.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

JANUARY 16, 2025

The company has become profitable in recent years, and returning customers drive revenue growth: About 80% of revenue comes from customers who choose to have their favorite products automatically reordered and shipped to them. And free cash flow and return on invested capital are on the rise, showing Chewy is benefiting from its investments.

Exchange-Traded Funds 245

Exchange-Traded Funds Amortization Assets Debt 245

The Motley Fool

APRIL 1, 2025

Brookfield Asset Management (NYSE: BAM) and Blackstone Group (NYSE: BX) are two of the biggest alternative asset managers in the world. Each has already surpassed the milestone of having $1 trillion in assets under management ( AUM ). They generate very lucrative recurring fees for managing those assets on behalf of clients.

Asset Management 130

Asset Management Pension Funds Hedge Funds Assets 130

The Motley Fool

MARCH 19, 2025

per share in asset impairment charges, reducing its non-GAAP $6.62 Continue *Stock Advisor returns as of March 18, 2025 Rich Smith has no position in any of the stocks mentioned. Learn More Signet Jewelers' Q4 earnings Not all the news was good. Although sales exceeded expectations, they still declined 5.8%

Assets 245

Assets Accounting Companies Investors 245

Private Equity Insights

FEBRUARY 7, 2025

The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%. 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. reaching its.

Funds 147

Funds Pension Funds Asset Management Finance 147

The Motley Fool

JANUARY 20, 2025

Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Banks 225

Banks Financial Services Leveraging Accounting 225

Private Equity Insights

APRIL 8, 2025

The vehicle is now oversubscribed and closed the first quarter of 2025 with $1.2bn in assets under management. Sophisticated investors want to diversify with access to specialised strategies that can deliver consistent returns through market cycles, said Martina Sanow, partner and head of Hg Wealth.

High Net Worth Individuals 147

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 147

Private Equity Insights

APRIL 8, 2025

The sale to Bain Capital is expected to yield a two-fold return, sources said. The firm manages $185bn in assets and owns Zelis, a leading healthcare payments business. The current deal signals renewed appetite for high-growth software assets and underscores continued investor confidence in healthcare tech.

Capital 162

Capital Pension Funds Bidding Stakes 162

Private Equity Insights

MARCH 12, 2025

With potential asset growth and increased target allocations from member funds, total commitments could exceed 4bn-6bn. This move aligns with the UK government’s mandate for all LGPS assets to be pooled under FCA-regulated structures by March 2026.

Private Equity Managers 147

Private Equity Managers Investing Assets Capital 147

The Motley Fool

JANUARY 31, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Our results demonstrate a rapid return to sales growth, with full-year revenue up 4.6% Consider when Nvidia made this list on April 15, 2005. In the U.S.,

Assets 231

Assets Portfolios Investors Taxes 231

The Motley Fool

APRIL 3, 2025

The company expects the highly accretive deal to enable it to produce significantly more free cash flow in the coming years, which will give it more money to return to shareholders. In addition, Marathon had assets in the Anadarko region of Oklahoma and Equatorial Guinea. That deal bolstered its U.S. The company assumed $5.4

Stakes 246

Stakes Assets Debt Shareholders 246

The Motley Fool

OCTOBER 31, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of October 28, 2024 Charlie F. Consider when Nvidia made this list on April 15, 2005. Turning to Slide 3.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

DECEMBER 20, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of December 16, 2024 All these references are non-GAAP financial measures defined in our earnings press release.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

Private Equity Insights

JANUARY 16, 2025

Sagard, a global alternative asset manager, launched its first private equity fund designed for Canadian accredited investors. Sagard aims to deliver strong returns by leveraging its expertise in alternative investments and its track record in private equity.

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

The Motley Fool

JANUARY 6, 2025

In response to these sanctions, Yandex completed a complicated transaction through which it effectively divested its non-Russian assets. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

Private Equity Insights

MARCH 18, 2025

Partners Group plans to invest in these assets to enhance their operational efficiency and environmental performance. This transaction underscores the growing interest of private equity firms in the energy sector, particularly in assets that can provide stable returns while contributing to the energy transition.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Portfolios Stakes 147

The Motley Fool

JANUARY 21, 2025

The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. trillion in client assets to Schwab's platform. billion from asset management and administration fees. The company expects improvements in client cash trends and continued asset growth throughout 2025.

Assets 130

Assets Asset Management Leveraging Prospects 130