Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. The acquisition was part of a $4.3bn long-term private capital strategy. has raised $265m in a funding round led by Greycroft.

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The Motley Fool

OCTOBER 4, 2024

Rather than trying to pick AI winners and losers, investors might want to consider buying an AI-focused exchange-traded fund (ETF) instead. An ETF can hold dozens of different stocks, so one or two failures typically won't result in catastrophic losses for the entire fund. Image source: Getty Images.

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The Motley Fool

NOVEMBER 28, 2024

Since withdrawals in retirement are tax-free, housing aggressive growth investments in a Roth can maximize the benefits of long-term capital appreciation. Let me explain why this fund deserves consideration as a Roth IRA anchor holding, and how it compares to Warren Buffett's preferred S&P 500 index fund. 1 through Nov.

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Private Equity Insights

JANUARY 9, 2025

SB360 Capital Partners, chaired by American Eagles CEO Jay Schottenstein, also took part in the deal. has raised $265m in a funding round led by Greycroft. has raised $265m in a funding round led by Greycroft. True Religion stated that the acquisition would support the expansion of its product range and global presence.

Private Equity Firms 264

Private Equity Firms Private Equity Firms Investing Depreciation 264

The Motley Fool

DECEMBER 17, 2024

His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. That means more passive index funds will include the stock in their portfolios, driving more buyers for the shares. The outlook for the business looks strong.

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The Motley Fool

OCTOBER 16, 2024

He knows the average investor would struggle to replicate his returns, so he recommends they buy exchange-traded funds (ETFs) to track the performance of an index like the S&P 500 instead. It has an expense ratio of just 0.03%, which is the proportion of the fund deducted each year to cover management costs.

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Funds Exchange-Traded Funds Returns Portfolios 246

The Motley Fool

NOVEMBER 3, 2024

The index fund to buy now While Alphabet's report is bullish for the stock itself, it's also a buy signal for the tech-centric index fund Invesco QQQ Trust (NASDAQ: QQQ) , the largest exchange-traded fund (ETF) that tracks the Nasdaq 100, which comprises the 100 largest Nasdaq-listed companies.

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The Motley Fool

OCTOBER 7, 2024

His hedge fund, Pershing Square Capital, focuses on a few high-quality businesses where Ackman feels the stock has become mispriced, relative to its value. Bill Ackman is one of the best-known billionaire investors in the world. He will then buy shares and use his influence to unlock shareholder value.

Hedge Funds 246

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The Motley Fool

DECEMBER 4, 2024

This approach provides two key benefits: growing income to help maintain purchasing power during retirement and the potential for long-term capital appreciation as these companies reinvest in their businesses. While many investors chase high yields, the truly successful focus on companies that can sustain and grow their payouts over decades.

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Funds Shareholders Portfolios Returns 238

The Motley Fool

JANUARY 16, 2025

It was on track to grow its adjusted funds from operations ( FFO ) by 4.8% That solid growth rate comes amid the challenges of higher interest rates, which have increased the REIT's cost of capital , making it more expensive to externally fund new acquisitions by issuing more stock and debt. times its adjusted FFO.

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Private Equity Insights

JANUARY 15, 2025

The company warned that $175bn in global AI investment funds could flow to China-backed projects without action. read more Private equity deal value surges to $639bn in 2024, amid rising valuations Global private equity and venture capital deal activity saw a 24.7% OpenAI has urged the U.S.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

The Motley Fool

OCTOBER 27, 2024

Low-cost exchange-traded funds (ETFs) have consistently delivered better results than most professional money managers. The historical data consistently shows that passive index funds generally outperform their actively managed counterparts after accounting for fees and expenses. The fund has generated approximately 13.3%

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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. As a result, PennantPark is able to lock in loans with capital-needy businesses at rates that are well above the market average. Whereas the U.S.

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The Motley Fool

JANUARY 16, 2025

Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. The Vanguard family of funds, in particular, stands out for its industry-leading low expense ratios. stocks across all market capitalizations and sectors. The fund's low 2.2% VTI data by YCharts.

Portfolios 246

Portfolios Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

DECEMBER 15, 2024

Exchange-traded funds (ETFs) are one way to go about it. Equity ETFs invest in stocks, providing diversification like a mutual fund. Since it's an index fund, it's able to keep costs down, and it has a low 0.06% expense ratio. Small Cap Dividend Fund The Wisdom Tree U.S. Small Cap Dividend Fund has a 2.7%

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The Motley Fool

SEPTEMBER 26, 2024

It gives Enbridge ample room for error while enabling the company to retain meaningful cash flow to fund expansion projects and bolt-on acquisitions. It generates enough post-dividend free cash flow to fund a significant portion of its secured capital program. billion) of secured capital projects in its backlog.

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The Motley Fool

OCTOBER 21, 2024

Ares Capital (NASDAQ: ARCC) , and EPR Properties (NYSE: EPR) offer yields above 8% at recent prices. Ares Capital Ares Capital is the world's largest publicly traded business development company, or BDC. At the end of June, there were 525 companies in Ares Capital's portfolio. At recent prices, it offers an 8.9%

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The Motley Fool

OCTOBER 16, 2024

As noted, the MLP has a very conservative payout ratio, which enables it to retain significant cash to fund its continued expansion. It used its elite balance sheet to fund the difference. billion in both 2024 and 2025 on growth-capital projects, a level it can easily fund with excess free cash and its balance-sheet capacity.

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The Motley Fool

OCTOBER 28, 2024

of its funds available for distribution (FAD) and 94.7% of its adjusted funds from operations ( FFO ) in the most recent period. Unlike many REITs, Omega has opted not to retain much of its cash flow to fund new investments. Instead, it uses stock sales and its balance sheet flexibility to fund new investments.

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The Motley Fool

JANUARY 9, 2025

The S&P 500 is weighted by market capitalization, so the largest companies in the index have a greater influence over its performance than the smallest. See the 10 stocks The Vanguard Growth ETF (NYSEMKT: VUG) is an exchange-traded fund (ETF) that exclusively invests in those large and megacap stocks. Image source: Getty Images.

Exchange-Traded Funds 245

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The Motley Fool

OCTOBER 22, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, there is no one-size-fits-all strategy that you'll have to stick to. Annaly Capital Management: 12.8% Lastly, Annaly Capital Management predominantly invests in agency assets. PennantPark Floating Rate Capital: 10.4%

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The Motley Fool

NOVEMBER 1, 2024

However, I definitely have an eye on generating solid income to help fund my retirement down the road. Ares Capital Ultra-high is certainly the right description for Ares Capital 's (NASDAQ: ARCC) forward dividend yield of 8.86%. Delivering great total returns is something Ares Capital has consistently done, by the way.

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The Motley Fool

NOVEMBER 9, 2024

On top of that, the company's telecom towers and fiber assets are capitalizing on the ever-increasing need for data transmission infrastructure. Brookfield is also investing roughly half the capital required to fund the development of two semiconductor fabrication facilities in the U.S.

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The Motley Fool

OCTOBER 6, 2024

The shift to a for-profit AI powerhouse This isn't the first mega-capital raise OpenAI has closed. billion capital raise that OpenAI just completed, however, could involve equity. Cathie Wood 's Ark Venture Fund, which invested a reported $250 million. Thrive Capital, which invested a reported $1.25 Tiger Global.

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Startups Initial Public Offering Investing Stakes 246

The Motley Fool

OCTOBER 6, 2024

The Invesco fund has dramatically outperformed the S&P 500 index over the past decade, producing a total return of 435% compared to just 248% for the broader index. Investors with substantial unrealized capital gains may be willing to give up a few basis points in order to delay taxes by not selling.

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Stock Exchanges Assets Funds Stakes 246

The Motley Fool

NOVEMBER 23, 2024

Debt and cash flow Losses are mounting and investors need to start considering how long Lucid will be able to fund the current level of losses. The conventional wisdom has been that the Saudi Arabia Public Investment Fund (PIF), Lucid's biggest shareholder, will come to the rescue. Lucid's position in this backdrop is tough. $2

Debt 246

Debt Shareholders Capital Funds 246

The Motley Fool

OCTOBER 19, 2024

In 2022, Chipotle launched a venture capital fund. The fund had a $50 million pool for investing in start-up companies. According to the press releases, Chipotle's fund seeks to invest in "supply chain, agriculture, restaurant innovation, automation, and other areas that support Chipotle's mission." What's Chipotle doing?

Venture Capital 246

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The Motley Fool

OCTOBER 8, 2024

But oftentimes, a lot of these movements are just noise and can distract from what investing is all about, which is putting your hard-earned savings to work in companies that can compound in value over time and maybe even return capital to investors through buybacks and dividends. The fund can do well even as market leadership changes.

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Funds Capital Shareholders Returns 246

The Motley Fool

OCTOBER 23, 2024

If you can delay Social Security and manage your capital gains from your taxable account, you can convert funds with relatively little owed in taxes. And once the funds are converted to a Roth account, you'll never owe income taxes on them or the continued growth of those funds ever again.

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The Motley Fool

DECEMBER 1, 2024

Investment management firm Vanguard has a low-cost exchange-traded fund (ETF) that targets megacap value stocks. However, the fund is highly diversified, starkly contrasting Buffett's strategy of investing heavily into high-conviction ideas. Berkshire's market capitalization sits at $1.03 of Berkshire's public equity portfolio.

Banks 246

Banks Exchange-Traded Funds Investing Public Companies 246

The Motley Fool

DECEMBER 3, 2024

The company expects a combination of inflation-linked rate increases on its existing power purchase agreements, margin enhancement activities like capturing higher market prices as legacy contracts expire, development projects, and M&A activities to grow its funds from operations ( FFO ) per share by more than 10% annually over the next decade.

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Capital Capital Investments Assets Funds 243

The Motley Fool

OCTOBER 9, 2024

The art of exchange-traded fund (ETF) investing often revolves around simplicity and cost-effectiveness. This approach aligns with Warren Buffett's recommendation for most lay investors to stick to an S&P 500 index fund and a bond fund in their core portfolio. Image Source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Portfolios Returns 246

The Motley Fool

OCTOBER 1, 2024

Here, I'll explore two Vanguard exchange-traded funds (ETFs) that provide a helpful mix of both income and growth. This fund retirees a cheap and easy way to invest in real estate investment trusts (REITs). This Vanguard fund counts both of those REITs among its holdings , along with many others. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Finance Financing 246

The Motley Fool

SEPTEMBER 30, 2024

A simpler, more efficient alternative is investing in low-cost exchange-traded funds (ETFs). These funds have proved their worth over the past 10 years by combining premium portfolios with rock-bottom fees. This fund tracks the CRSP US Large Cap Growth Index, focusing on companies with strong growth potential.

Portfolios 246

Portfolios Exchange-Traded Funds Funds Shareholders 246

The Motley Fool

JANUARY 11, 2025

Chevron already produces more cash than it needs to fund its operations and expansion. That's evident in its capital return program. Even with those additional debt-funded returns, Chevron ended the period with an 11.9% What will Chevron do with all that extra cash? During the third quarter, Chevron returned a record $7.7

Leveraging 241

Leveraging Shareholders Assets Debt 241

The Motley Fool

NOVEMBER 3, 2024

Meanwhile, those without the capital to invest as much in AI, or who simply aren't as directly affected by AI innovations, haven't seen their valuation climb to the same extent. It takes the average market capitalization of the S&P 500 and compares it to the index-weighted average. As of this writing, the ratio sat around 10 to 1.

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Bidding 246

The Motley Fool

NOVEMBER 3, 2024

With $186 billion in net assets and a mere 0.04% expense ratio, the Vanguard Value ETF (NYSEMKT: VTV) is one of the largest low-cost exchange-traded funds (ETFs) out there. The fund has a minimum investment of just $1, so it's easy to incrementally build a position over time. yield of the Vanguard S&P 500 ETF.

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