Private Equity Insights

JANUARY 12, 2024

Global investment firm, Carlyle (NASDAQ: CG) today announced the final close of its inaugural collateralized loan obligation (“CLO”) captive equity fund, CLO Partners. The fund raised more than $600 million, exceeding its initial $500 million target. per share, private equity firm Sycamore Partners.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Collateral Funds 130

Private Equity Wire

JULY 16, 2024

Sumit Gupta, Co-Founder and Managing Director of Oxane Partners – named New Solution of the Year at the Private Equity Wire European Credit Awards for its leverage facility management solution – shares how sponsors and lenders can unlock scalability as they grow. With more fund finance comes heightened operational requirements.

Finance 98

Finance Financing Collateral Funds 98

The Motley Fool

APRIL 29, 2024

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. Leverage provides the opportunity to generate higher returns if the price increases. billion using net proceeds from our two convertible node issuances in March.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Finally, we did an outstanding job generating positive operating leverage, with expenses up only $6 million sequentially, despite our rapid growth. On a year-over-year basis, the portfolio is up 33%.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

Private Equity Insights

JULY 6, 2023

Beach Point’s second Collateralized Loan Obligation (CLO). Beach Point Portfolio Manager and head of High Yield and Leveraged Loan strategies Sinjin Bowron said, “We were very pleased with the strong interest in the firm from investors and are excited about the opportunities ahead for our growing CLO platform.

Collateral 130

Collateral Startups Leveraging Active Investors 130

The Motley Fool

DECEMBER 21, 2023

Technically, mortgage REITs like Annaly usually buy bond-like securities that represent a pooled collection of mortgages, often called something like a collateralized mortgage obligation (CMO). Then there's the fact that mortgage REITs like Annaly tend to use leverage to enhance returns. Image source: Getty Images.

Capital 130

Capital Collateral Pension Funds Leveraging 130

Private Equity Insights

JULY 18, 2023

Angelo Gordon, a $73bn alternative investment firm focused on credit and real estate investing, today announced the final close of the AG Asset Based Credit Fund, L.P. the “Fund”) with over $1bn of equity commitments, exceeding its $800m target. The Fund’s successful close follows that of AG CSF2A (Annex) Dislocation Fund, L.P.

Assets 130

Assets Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

DECEMBER 7, 2023

A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan.

Collateral 130

Collateral Mutual Funds Pension Funds Depreciation 130

The Motley Fool

FEBRUARY 21, 2024

Rather, it buys mortgages that have been pooled into bond-like securities, sometimes called collateralized mortgage obligations or something similar. Mortgage REITs usually use leverage in an effort to enhance returns, with the mortgage securities they own acting as collateral.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

JUNE 23, 2023

Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar. In this way, it is something like a mutual fund or asset manager. Adding to the concern here, REITs like Annaly often use leverage to enhance returns.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

MARCH 9, 2024

Below, I'll examine why MicroStrategy is hoarding Bitcoin, how it's funding it, what could go wrong, and where the stock could go from here. Therefore, most of its Bitcoin transactions were funded through debt and equity. Its increasing leverage and share-count dilution are concerns that may keep traditional investors up at night.

Debt 130

Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

FEBRUARY 21, 2024

There was an accounting scandal in the mix that I couldn't have known about, but that wasn't the only problem with buying an over-leveraged telecom company focused on the dying long-distance business. Mortgage REITs are way more complex, more akin to running a mutual fund. There are a lot of moving parts.

Mutual Funds 130

Mutual Funds Collateral Leveraging Assets 130

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. US funded pension risk transfer transactions of $6.3 As a market leader with nearly $0.5 Institutional retirement sales totaled $11 billion in the quarter.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JUNE 14, 2024

In this way, it's kind of like a mutual fund that focuses on mortgages. In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. Image source: Getty Images.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners. OHA is the private markets platform of T. Rowe Price Group, Inc.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

DECEMBER 20, 2023

you would get from an S&P 500 index fund. In this case, it generally owns mortgages that have been pooled together to trade like a bond, often called something like a collateralized mortgage obligation (CMO). The Motley Fool has positions in and recommends Vanguard Specialized Funds-Vanguard Real Estate ETF.

Capital 130

Capital Collateral Pension Funds Leveraging 130

Blackstone

AUGUST 8, 2024

6 Figure 1: Financing the Real Economy with Private Credit 7 The Private Credit Advantage for Investors The investor base has evolved alongside the growth of private credit markets, expanding from liability-driven insurance funds to pension capital and sovereign wealth funds to individual investors.

Finance 121

Finance Financing Amortization Banks 121

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. billion to investors from the nearly $70 billion fund. Here's why this news is a big deal.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

The Motley Fool

SEPTEMBER 30, 2024

It owns mortgages that have been pooled together into bond-like securities, which are usually called something like a collateralized debt obligation (CDO). On top of that, mortgage REITs like Annaly generally employ leverage in an effort to enhance returns. However, it is not a traditional property-owning REIT.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

Pension Pulse

MAY 14, 2024

Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

APRIL 20, 2024

Nearly 89% of its debt investments are first lien, senior secured (meaning no other obligation has priority if there is a default, and the loan is backed by collateral). By investing in the lower middle market, PennantPark is typically able to invest in companies with lower leverage while getting stronger contract terms.

Capital 130

Capital Initial Public Offering Collateral Debt 130

The Motley Fool

FEBRUARY 8, 2024

And we achieved these results with lower economic leverage, which declined to 5.7 We'll likely see rate cuts materialize as we approach mid-year, which historically have been a catalyst for inflows in fixed-income funds. We were well-positioned to take advantage of this environment, delivering a 10.1% turns at the end of the quarter.

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 And within these coupons, only a small fraction of our pools are backed by generic collateral and approximately 70% have what we would characterize as high-quality prepayment protection and the benefits of our collateral selection were best seen in the latest prepayment report.

Capital 130

Capital Leveraging Collateral Assets 130

Private Equity Wire

SEPTEMBER 20, 2023

Aside from traditional lending, funds are experimenting with lending against collateral, with many different collateralised loans emerging. Many funds investing in the space are hybrid, so they may not be labelled as purely private credit. SS&C specialises in servicing these types of hybrid fund structures.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

The Motley Fool

MAY 1, 2024

Plus, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance. I'm trying to figure out if the investments I've made in individual company stocks are doing better than investments I could have made in broad market index funds.

Banks 130

Banks Leveraging Debt Assets 130

The Motley Fool

AUGUST 1, 2024

Also, we recognized losses on our discontinued intellectual property collateral protection insurance product. We recognized claims expense at the time claims are considered probable which occurs when there is both a default on the loan and an impairment on the intellectual property collateralizing the loan.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

American Investment Council

MAY 11, 2023

.” Specifically, it highlighted the relatively low leverage in private credit, and that investor redemption risk is low. Further, the Report notes private credit funds engage in limited liquidity and maturity transformation.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Collateral Funds 52

The Motley Fool

MAY 13, 2024

We are being able to access the collateral for all the main providers when we are underwriting, and that's a very important collateral to our business. So, you have been able to access the volume from other players, and the collateral is working well as of now? Neha Agarwala -- HSBC -- Analyst OK. Yeah, that was clear.

Banks 130

Banks Collateral Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

NOVEMBER 9, 2023

You offered a fairly reasonable update in the letter on your process with potential funding sources. And I don't know if you've seen our new facility up in Vista or Rochester, but we're poised as we start scaling all these new platforms up for substantial volume leverage. You've got a fair amount of restricted cash. on the dollar.

Securities and Exchange Commission (SEC) 190

Securities and Exchange Commission (SEC) Leveraging Capital Finance 190

The Motley Fool

OCTOBER 30, 2024

We look forward to delivering that future EPS growth in a prudent capital structure, supported by a full year CAFD contribution from committed growth investments that will be funded over 2025 and the progressive increase in revenues that should be delivered by our fleet. We aim to fund the investment by the end of 2025.

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

AUGUST 7, 2024

Customer funded tool installations demonstrate our customers' commitment to bring additional capabilities and capacity into our fabs to support their most critical programs. Overall, we believe these programs are secure and well-funded.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Funds Collateral 130

Clearlake Capital Group

OCTOBER 14, 2024

We are also pleased to announce the pending acquisition of MV Credit, a pan-European credit specialist that provides tailored fund solutions to investors across various strategies, including senior direct lending, subordinated direct lending, hybrid, and collateralized loan obligations.

Collateral 45

Collateral Investing Leveraging Prospects 45

The Motley Fool

JULY 27, 2023

Our ability to manage through this volatility is attributable to our diversified capital allocation, prudent hedge portfolio, and responsible leverage position. And even with the reduction in leverage from 6.4 times to 5.8 times, we again out-earned our dividend this past quarter.

Capital 100

Capital Leveraging Banks Assets 100

The Motley Fool

OCTOBER 23, 2024

million customers and generated $305 million in pre-tax servicing income, thanks to continued strong operating leverage. However, we also benefited from investments we've been making in both our direct-to-consumer and correspondent platforms, which together out-indexed the market with 80% sequential growth in fundings.

Taxes 130

Taxes Leveraging Capital Amortization 130

The Motley Fool

JULY 25, 2024

In fact, you couldn't ask for a better demonstration of operating leverage. The acquisition will be funded with cash on hand and MSR line draws. We reported pre-tax income of $288 million, up 58% year over year, reflecting the benefits of growth in operating leverage, while CPR speeds came in slightly below expectations.

Leveraging 130

Leveraging Capital Assets Amortization 130

The Motley Fool

OCTOBER 30, 2024

We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth. 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.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

JULY 19, 2024

As we move further into 2024, a stabilizing deposit and funding environment, along with securities repositioning and favorable debt issuance levels, have pushed our expectation for net interest income toward the upper end of our $4.7 We remain committed to prudently managing expenses to fund investments in our business. billion to $4.8

Leveraging 130

Leveraging Assets Capital Banks 130