The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Here's why this news is a big deal. What sets Blackstone apart from competitors is its investing style.

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The Motley Fool

OCTOBER 11, 2024

We believe the model portfolio solution we're building with Partners Group will revolutionize access to private markets for wealth managers and improve portfolio outcomes for millions of households on an even bigger scale than what's been done with evergreen funds. active fixed income mutual funds. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

FEBRUARY 14, 2025

Ackman's firm Pershing Square Capital Management owned 18.8 For the purposes of making this exercise easy, I'm going to use the latest quarterly filings of Bill Ackman's Pershing Square Capital Management which are available here : As shown above, he has almost $13 billion in a portfolio of 11 stocks which is pretty concentrated.

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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.

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Pension Pulse

JUNE 4, 2024

In turn, it makes it possible for large investors such as pension funds, endowment funds, mutual funds and insurance providers to share with their thousands of members that their action plans are credible and verifiable. In private markets, they were a bit better but the lag there will catch up to these assets.

Pension Funds 59

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Pension Pulse

JANUARY 17, 2024

Denitsa Tsekova of Bloomberg reports a $300 billion pension fund leads big-money charge back to bonds: When Christopher Ailman became the chief investment officer of the California State Teachers’ Retirement System back in 2000, one of every four dollars it oversaw was invested in government, corporate and mortgage debt.

Hedge Funds 59

Hedge Funds Pension Funds Asset Management Assets 59

Pension Pulse

MAY 17, 2024

George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money. Distressed debt funds typically invest in debt of a company but sometimes take equity positions. Some are large asset managers that specialize in factor investing.

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Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

High profile investment funds including Stanley Druckenmiller’s Duquesne Family Office, David Tepper’s Appaloosa Management, Soros Capital and Lee Ainslie’s Maverick Capital all cut their stakes in Nvidia in the second quarter, the filings show. 13-f filings show. Securities and Exchange Commission show. million shares.

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Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

APRIL 23, 2024

We remain keenly focused on capitalizing on the biggest secular trends reshaping our industry such as portfolio customization and indexation, the growth of an increasing allocations to private assets, and the global sustainability revolution. Ashish Sabadra -- RBC Capital Markets -- Analyst Hi. of over $200 million.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

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

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The Motley Fool

JULY 14, 2023

Our capital management strategy remains first to invest in our business and then to return excess cash to shareholders through a combination of dividends and share repurchases. In May, we capitalized on the improved conditions for debt issuance, issuing 1.25 government money market funds.

Asset Management 130

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Pension Pulse

AUGUST 18, 2023

Markets are on edge ahead of the annual gathering of policy makers at Jackson Hole in Wyoming next week, according to Andrew Hunter, deputy chief US economist at Capital Economics. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 17, 2023

George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money. Distressed debt funds typically invest in debt of a company but sometimes take equity positions. Global macros typically invest across fixed income, currency, commodity and equity markets.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today. That’s one key reason large pension funds tend to seek private investments. Earlier this year, British Columbia Investment Management Corp.

Pension Funds 52

Pension Funds Assets Liabilities Funds 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. Share repurchases have been a consistent element of our capital management strategy.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

APRIL 12, 2024

Nonoperating results for the quarter included $90 million of net investment gains, driven primarily by mark-to-market noncash gains on our unhedged seed capital investments and minority investment in Investec. Our capital management strategy remains consistent. Operating income of $1.8

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Performance Fees Assets Shareholders Leveraging 130

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

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

Sara Grillo

FEBRUARY 13, 2023

Secondly, The ”bad companies” who are the offenders already have enough capital. They aren’t issuing shares to fund their operations. According to Dr. Quigley, 90% of capital raising happens through the bond market. The bad companies who are the offenders already have enough capital. It’s just exchange of shares.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

MAY 9, 2023

They were starting to want to attract international capital. Capital rules were changing. I don’t have to worry about flying around the world collecting capital from LPs. So what I mean by that is, first, understand the duration of your funding source. Insurance companies have very long-dated capital.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

LTK Capital Management is up huge this year, close to 300%, trouncing elite hedge funds and money managers. The buy ratio was among the highest for securities that had at least 50 position changes, according to Bloomberg’s analysis of 13F filings by 1,099 hedge funds. Hedge funds added a net 13.47 dropped $1.15

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

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 Motley Fool

JANUARY 8, 2025

Shareholders who bought in for the income, and who have spent the dividends they collected from AGNC Investment rather than reinvesting them, now have less income and less capital. In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities.

Mutual Funds 242

Mutual Funds Investing Initial Public Offering Pension Funds 242

The Motley Fool

FEBRUARY 26, 2025

However, while digital assets have succeeded as a store of value (with a total market capitalization of $2.9 If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability. XRP could change this by tackling the $2.4

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 130

The Motley Fool

JANUARY 23, 2025

Basically, if you were spending those dividends, you ended up with less income and less capital. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too. AGNC data by YCharts And yet the next graph seems to suggest a vastly different outcome.

Investing 130

Investing Mutual Funds Pension Funds Education 130

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. The original research actually, the Fama-French paper argued that market capitalization was standing in as a proxy for us, that small companies were riskier than larger companies.

Education 119

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Pension Pulse

MARCH 27, 2025

In related news, OTPP announced yesterday it completed its fourth investment into National Highways Infra Trust: Mumbai - Ontario Teachers Pension Plan Board (Ontario Teachers) today announced its participation in the latest follow-on unit capital raise by National Highways Infra Trust (NHIT), maintaining its 25% stake.

Portfolios 59

Portfolios Investing Assets Mutual Funds 59

The Motley Fool

JANUARY 15, 2025

Our capital management strategy remains consistent. Share repurchases have been a consistent element of our capital management strategy. At present, based on capital spending plans for the year, and subject to market and other conditions, we're targeting the purchase of 1.5 billion for fourth quarter and full year, respectively.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 29, 2025

During the fourth quarter and through yesterday, we repurchased over $425 million worth of MSCI shares in alignment with our shareholder-centric capital allocation policy. billion from one of our large pension fund clients. We also repurchased $810 million worth of MSCI shares for the full year. Andrew C.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

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

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. We have the same capital as before.

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