The Motley Fool

OCTOBER 31, 2024

ETFs can be traded easily like stocks, and typically only cost the owners a fraction of a percent for the management fee, known as the expense ratio. This makes them a better alternative to mutual funds, which tend to cost more and are more difficult to trade.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Funds 130

The Motley Fool

APRIL 29, 2024

In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises. These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value.

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Leveraging Debt Assets Shareholders 246

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. And as long observed in markets, information about capital has become almost as important as capital itself. This was due to the relative outperformance of lower fee U.S. Our partnership with Microsoft and MGX.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 7, 2024

Why is this a massive buying opportunity for Kinsale Capital? These days more people are charging an assets under management fee. But even in that situation, you want to find out is that the only fee? But even in that situation, you want to find out is that the only fee? The average is about 1%.

Accounting 245

Accounting Finance Financing Shareholders 245

The Private Equiteer

SEPTEMBER 17, 2020

Let’s start with a few standard private equity return terms: Committed capital : this is money “committed” to the fund, but not necessarily paid. So when you hear about a firm raising a $1b fund, it doesn’t mean they’re in receipt of $1b in cash, it means that investors have contractually promised to invest $1b as (and if) needed.

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Returns Mutual Funds Private Equity Firms Private Equity Firms 52

The Motley Fool

OCTOBER 15, 2024

Yes insurance companies are very well capitalized right now, but this does have the potential to be an earnings affecting storm. Could we Superfund a 529 account with the money from this taxable brokerage and avoid having to pay capital gains tax on the portion we contribute to the 529? Ricky Mulvey: It does. Usually term protection.

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Taxes Mutual Funds Accounting Finance 130

The Motley Fool

MARCH 20, 2024

This, together with our increased focus on capital allocation discipline, will further enhance shareholder value. In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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 Capital Liabilities Collateral 130

The Motley Fool

MAY 28, 2024

But if you buy them back at too expensive of a price, it's not a particularly good use of capital. All of the money that they're using for share buybacks is invested capital into the company. So they are making a choice, and you want your CEOs, your executives to be good stewards of capital. Bill Mann: Yeah.

Taxes 130

Taxes Accounting Education Shareholders 130

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

Investing 52

Investing Mutual Funds Consultants Consulting 52

ClearMoney

NOVEMBER 4, 2021

We believe long-term drivers of returns, such as market capitalization, relative price, and profitability, are reliable foundations of portfolio structure, as research has shown they are relatively stable variables enabling low-turnover, cost-effective portfolio design. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

DECEMBER 5, 2021

Market capitalization: The total market value of a company’s outstanding shares, computed as price times shares outstanding. Size premium: The return difference between small capitalization stocks and large capitalization stocks. In addition, stocks need to meet certain minimum market capitalization and liquidity requirements.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Market capitalization: The total market value of a company’s outstanding shares, computed as price times shares outstanding. Size premium: The return difference between small capitalization stocks and large capitalization stocks. In addition, stocks need to meet certain minimum market capitalization and liquidity requirements.

Debt 52

Debt Mutual Funds Capital Assets 52

Pension Pulse

FEBRUARY 16, 2024

A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon. That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Sara Grillo

APRIL 11, 2022

I was managing their money in. His name is Ken carbo and its Liberty Capital Management up in Birmingham. In other words, a lay instead, in other words, if you wanted to do a flat fee instead of doing a um, the, he would do a flat fee, so I can’t speak to what inwards would it be?

Portfolios 52

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. RITHOLTZ: Right.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

ClearMoney

FEBRUARY 21, 2022

We’ve seen other examples over the decades during which we have managed portfolios, including currency repatriation restrictions in Malaysia in 1997, the introduction of capital controls in Argentina in 1999, and a successful coup d’état in Thailand that led to a market closure in 2006. The Value of Flexibility.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. Our capital management strategy remains consistent. We're doing that again today, guiding us always by the needs of our clients.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

DECEMBER 23, 2024

For example, more sophisticated hedge funds typically charge a flat management fee of 2%, coupled with a performance fee that takes 20% of annual profits. It's not difficult to realize that over time, a large chunk of client capital in these funds gets eaten up by fees.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

JANUARY 25, 2025

Exchange-traded funds (ETFs) have been around for about three decades, but they've grown in popularity in recent years. They trade on the market, so they're much easier to invest in than traditional mutual funds, and they often come with low expense ratios instead of high management fees.

Mutual Funds 237

Mutual Funds Exchange-Traded Funds Management Fees Funds 237

The Motley Fool

FEBRUARY 11, 2025

Vanguard recently executed its largest cut to investment fees in its roughly five-decade existence. The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs).

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

Private Equity Insights

JULY 21, 2023

Passing that milestone puts the firm in the same league as mutual fund behemoths and banking giants. Private equity firms have sought to join a special club: managing $1 trillion in assets, a milestone that would put them in the same league as mutual fund behemoths like BlackRock and Fidelity and banking giants like JPMorgan Chase.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246