The Motley Fool

MAY 2, 2024

See the 10 stocks *Stock Advisor returns as of April 30, 2024 As a quick review of the bidding, at the Markel Group, we are working to build one of the world's great companies. Additionally, we have been allocating more cash to money market funds and fixed maturity securities to capitalize on the higher interest rate environment.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

APRIL 12, 2024

Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Excluding net investment valuation gains in the prior year, revenue was up 5% driven by higher management fees on strong net inflows and higher average market levels, partially offset by lower NII due to deposit margin compression.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

Axial

JUNE 6, 2023

Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

The Motley Fool

OCTOBER 31, 2024

The sum of these positive flows combined give us the fuel to keep investing in publicly traded securities, fund acquisitions, fund growth opportunities and repurchase stock, and we keep seeming to have more money in the kitty. So the management fee portion would be real-time, but the performance fee would be on a lag.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

MAY 28, 2024

Ricky Mulvey: It wasn't a competitive bidding process, if you will, for this endless shrimp promotion, which also I think didn't Thai Union blame this specific promotion for basically running the company at an operating loss? What she should do is open a Roth IRA right now and fund it even with a small amount of money. Bill Mann: Yes.

Taxes 130

Taxes Accounting Education Shareholders 130

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52

ClearMoney

JANUARY 4, 2022

The following is provided by Dimensional Fund Advisors. Another market curiosity arose in early 2021, when individual investors and others helped bid up shares of videogame retailer GameStop, as Exhibit 3 shows. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

The Motley Fool

FEBRUARY 6, 2025

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl fund. This morning, we issued our financial results for the fourth quarter of 2024, reporting fee-related earnings, or FRE of $0.23 trillion of assets under management. FRE up 26%, DE up 22%.

Capital 130

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

Pension Pulse

NOVEMBER 12, 2024

Amanda White of Top1000funds reports perfect score sees Norway take out top spot on transparency: Norway’s sovereign wealth fund, Government Pension Fund Global, has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark’s 2024 findings, scoring a perfect 100 out of 100.

Pension Funds 59

Pension Funds Funds Financing Finance 59

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Financing Finance Consultants 64

The Motley Fool

FEBRUARY 5, 2025

The actions we took in 2023 to fund this block and our expectation of not needing to put more capital here are playing out. Our consistent and powerful cash flow generation model provides us with significant capital flexibility, which was further enhanced in 2024 without the need to fund LTC. Is the bid as spread still too wide?

Capital 130

Capital Taxes Shareholders Consultants 130

Pension Pulse

NOVEMBER 11, 2024

In a news release Thursday, the Alberta government said the “reset” at AIMCo was driven by rising costs at the Crown corporation, including third-party management fees and salaries and benefits that were not matched by a corresponding return on investment. It was a contentious start for the relationship.

Pension Funds 59

Pension Funds Consultants Consulting Financing 59

The Big Picture

JANUARY 7, 2025

Made the decision to leave just to try something new at that point, went to Harvard for my MBA and then had made the ch his choice at that point to switch out of biotech and interviewed with a whole bunch of of firms and ended up getting into the hedge fund world, doing capital raising for two large hedge funds. I use that day to day.

Capital 52

Capital Hedge Funds Buyout Funds 52