The Motley Fool

MARCH 14, 2024

It buys mortgages that have been pooled into bond-like securities, often called something like a collateralized mortgage obligation (CMO). Mortgage REITs are more like mutual funds than operating companies. Put simply, if you didn't reinvest the dividends you suffered a huge capital loss over that 10-year span.

Collateral 100

Collateral Investing Mutual Funds Taxes 100

The Motley Fool

AUGUST 2, 2024

During the second quarter, we continued to grow our market-leading businesses and become more capital-efficient to deliver greater long-term value for our stakeholders. We maintained our disciplined approach to capital deployment by investing in the growth of our businesses and returning excess capital to shareholders.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

JULY 21, 2023

We're being judicious with capital, preserving it for our best clients and relationships. Adjusted noninterest income increased 8% from the prior quarter as increases in capital markets and card and ATM fees were partially offset by declines in other categories. Total capital markets income increased $26 million.

Banks 130

Banks Capital Leveraging Assets 130

The Motley Fool

OCTOBER 20, 2023

Although the industry faces headwinds from lingering economic and regulatory uncertainty, we continue to benefit from our strong and diverse balance sheet with solid capital, robust liquidity, and prudent credit risk management. Total capital markets income decreased $4 million.

Banks 130

Banks Capital Portfolios Accounting 130

The Motley Fool

SEPTEMBER 14, 2023

All you have to think about to realize that problem, or to see that problem is the history of long term capital management, which is what happens to you when you're really good at the math and you're not really good at the Shakespeare. Never mind the capital gains you'd incur by doing that either. That's the first thing.

Investors 130

Investors Financing Finance Banks 130

The Big Picture

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

OCTOBER 21, 2024

You were paddling forward madly in your canoe exhaustively, trying to get to that place down the river with a Capital R retirement. There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there.

Investing 130

Investing Mutual Funds Banks Stock Market 130

The Motley Fool

FEBRUARY 21, 2024

It doesn't buy physical real estate, it buys mortgage securities that are pooled into bond-like assets, often called something like a collateralized mortgage obligation. Mortgage REITs are way more complex, more akin to running a mutual fund. Things could change, but is that worth the risk?

Mutual Funds 130

Mutual Funds Collateral Leveraging Assets 130

The Motley Fool

MAY 1, 2024

You're going to go ahead and invest in those projects, you are going to raise money in the capital markets because you can refinance a few years down the road. Those activities, the capital markets being very strong and the stock market has been strong. Those are the basics and how these funds work.

Banks 130

Banks Leveraging Debt Assets 130

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. This effectively collateralizes the cash value of the policy. With a home equity line to collateralized your house.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead. RITHOLTZ: Wow.

Legal 64

Legal Law Firms Consultants Consulting 64

Pension Pulse

NOVEMBER 10, 2023

Completed the secondary purchase of a US$100 million commitment to Oak Hill Capital Partners V, which focuses on investing across the industrials, media & communications and business services in the U.S. Committed €500 million to CVC Capital Partners IX, L.P., STAR Capital is a mid-market, U.K.-based

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. King Street is a fascinating firm. It was formed in 1995.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. And so it’s not worth putting capital at work there.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. So we had the long-term capital management issue.

Banks 59

Banks Stock Market Stock Market Legal 59