The Motley Fool

DECEMBER 7, 2023

I like this corporate structure because it's designed to pass income on to investors and avoids corporate-level taxation. 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). What is AGNC Investment?

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The Motley Fool

DECEMBER 21, 2023

That lofty yield is exactly what Annaly Capital Management (NYSE: NLY) is offering investors today. 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). Image source: Getty Images. dividend yield.

Capital 130

Capital Collateral Pension Funds Leveraging 130

The Motley Fool

APRIL 24, 2024

And, notably, Annaly's stock price has tracked its dividend lower, so investors have also suffered a loss of capital. UDR Dividend data by YCharts To be fair, Annaly isn't a bad REIT -- it's just meant for large institutional investors, like pension funds, that focus on total return (which assumes dividend reinvestment) and asset allocation.

Collateral 130

Collateral Pension Funds Capital Assets 130

The Motley Fool

JUNE 14, 2024

This is a somewhat high-risk niche in the broader REIT sector, but one that often attracts investor attention because of the lofty yields that mortgage REITs usually offer. But despite that ultra-high yield, it probably won't appeal to the passive income investors that might be looking at it. That increases risk.

Capital 130

Capital Mutual Funds Collateral Pension Funds 130

The Motley Fool

SEPTEMBER 30, 2024

That should bring up the question, "How could a high-yield real estate investment trust (REIT), which is basically designed to pass income on to investors, not be an income stock?" Dividends from REITs are taxed at an investor's regular income tax rate.) And yet there's one statistic that will interest some investors very much.

Capital 130

Capital Initial Public Offering Collateral Pension Funds 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Source: Business Wire Can’t stop reading? billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

JANUARY 26, 2024

Far too often, investors believe they'll find a winning lottery ticket on Wall Street. dividend yield might have investors thinking that it will have them on a fast track to a seven figure portfolio. But for an investor, the end result has been less dividend income and less capital.

Capital 130

Capital Collateral Pension Funds Assets 130

The Motley Fool

DECEMBER 20, 2023

Not your average REIT When most investors picture a real estate investment trust they probably think of a company that owns physical properties, leasing them to tenants to generate rental income. A unique REIT that most should avoid The truth is that Annaly isn't really meant for average investors.

Capital 130

Capital Collateral Pension Funds Leveraging 130

Private Equity Insights

OCTOBER 23, 2023

Bain Capital Private Equity has a long history of investments in specialty distribution and is one of the most active investors in the sector both in the U.S. OHA manages approximately $61 billion of capital across credit strategies in pooled funds, collateralized loan obligations and single investor mandates as of June 30, 2023.

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Financing Finance High Net Worth Individuals Collateral 130

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. Investors received the news of Blackstone's addition to the S&P 500 with open arms.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. and committing $700 million to a private equity fund managed by EQT Private Capital Asia.

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

The Motley Fool

OCTOBER 31, 2024

Bob McLaughlin -- Vice President, Investor Relations Good morning, and thank you for joining our call. Before you buy stock in Prudential Financial, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prudential Financial wasn’t one of them.

Liabilities 130

Liabilities Assets Capital Shareholders 130

Pension Pulse

AUGUST 30, 2023

The Healthcare of Ontario Pension Plan (HOOPP) is just one of the numerous pension fund and major ILS investors we track in our directories here. First, read my comment covering HOOPP's 2022 results where the plan remains fully funded despite losing 8.6%

Collateral 59

Collateral Hedge Funds Investing Assets 59

Pension Pulse

JULY 11, 2024

Noisy or not, his comment strikes at the heart of an issue that’s starting to disturb everyone from investors to regulators: PE’s current mania for financial engineering. Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale.

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Buyout Debt Leveraging Collateral 59

The Motley Fool

AUGUST 2, 2024

Bob McLaughlin -- Vice President, Investor Relations Good morning and thank you for joining our call. Before you buy stock in Prudential Financial, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prudential Financial wasn’t one of them.

Assets 130

Assets Liabilities Capital Collateral 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Nor is it supported by the empirical evidence. Other reviews have come to similar conclusions.

Investing 52

Investing Collateral Pension Funds Asset Management 52

Pension Pulse

MARCH 13, 2024

Additionally, HOOPP stands as one of the largest investors in Canadian bonds, which make up about half of the Canadian portfolio. Healthcare of Ontario Pension Plan became an “aggressive” buyer of the inflation-linked bonds when interest rates started climbing in 2022, chief investment officer Michael Wissell said in an interview.

Pension Funds 59

Pension Funds Liabilities Assets Hedge Funds 59

The Big Picture

AUGUST 15, 2023

You’re a global investor. And there are a lot of investors say that I have on the podcast that say, “If we can’t get into those top venture,” you don’t have an allocation to venture, you have a group of managers. So for a taxable investor, hedge funds generally aren’t tax efficient.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

JULY 20, 2023

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone second-quarter 2023 investor call. They just revealed what they believe are the ten best stocks for investors to buy right now. Blackstone (NYSE: BX) Q2 2023 Earnings Call Jul 20, 2023 , 9:00 a.m.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

AUGUST 15, 2024

The pension fund had solid returns from its portfolio of public stocks, which gained 10.4 But stocks make up only 19 per cent of the pension fund’s assets after it shifted billions of dollars from equities into government bonds and credit investments, seeking to take advantage of high interest rates. dollar to earn a 4.4-per-cent

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

NOVEMBER 20, 2023

In the current context, Canadian investors need to have a well-considered approach to where and why they are pursuing geographic diversification. Geographic Diversification and Public Markets Geographic diversification is very important for many Canadian investors given the size and concentration of Canadian capital markets.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Big Picture

MARCH 5, 2024

A great leader, a great investor, but really a great person. Perhaps most famously you guys put on a CO bet, a collateralized debt obligation bet that was designed to do well if housing made some extreme moves and it was non-directional, it was hedged. So it, it really has and, and pension funds, they’re on hold today.

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

MAY 23, 2023

Trading through our CTAS and Quant and discretionary and private markets, reaching investors all over the world. And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. Let’s start with your background. GREW: Sure. Is that right?

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

JANUARY 24, 2023

So the big long term story with Forstmann Little as investors — and it was a great firm, we were the second biggest firm, but I think we had the highest returns — was, you know, in the ‘80s, it was about kind of any company that looked cheap with a lot of debt. It’s the sovereign funds around the world, in Europe and Asia.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

NOVEMBER 10, 2023

As an investor on their behalf, we actively seek out investment opportunities of the highest quality, that are fortified by trusted partnerships and that offer the potential of significant long-term upside. OMERS will be a financial investor and will not participate in operational decisions of MLSE or any of its teams.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

FEBRUARY 13, 2023

Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. I think most public investors know about BlackRock from an equity perspective. Didn’t it start as a bond shop, catering to pension funds and foundations? It’s the collateral.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Pension Pulse

NOVEMBER 25, 2024

By the time the last attempt at an emergency plan failed, investors who had poured in US$10 billion discovered only US$30 million cash was left. In addition to BMW and Volkswagen AG , Northvolt’s top investors included Goldman Sachs’s asset management arm, Denmark’s biggest pension fund ATP, Baillie Gifford & Co.

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Big Picture

NOVEMBER 25, 2024

But most fascinating of all, he is one of those rare quants who has the ability to take complex, sophisticated, quantitative topics and make them very understandable for the average investor. It’s Mr. And, and Mrs. Jones, you are 60, 40 investors, 60% stocks, 40% bonds. It’s gonna use gold as an example.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JUNE 20, 2023

MORGENSON: It can be collateralized loan obligations, now it’s big private debt. Pension funds, perhaps, maybe aren’t growing as much as they need them to. But so you had these dividend recaps. How is that working out? MORGENSON: Well, you know, it’s interesting. And so, this is a ripe market for them.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

FEBRUARY 20, 2024

00:21:10 And so we started an advisory group of people, you know, hedge funds, pension funds, insurance companies, you know, buy side investors. You need to come up with more collateral. And at that point, the, the, the, the borrower might say, I don’t have the collateral, the building’s yours.

Banks 59

Banks Stock Market Stock Market Legal 59

Pension Pulse

MARCH 12, 2025

Still, the fund remains heavily connected to Canada and its economic fortunes. More than $60 billion of HOOPPs assets 50 per cent are invested in Canada and the fund is one of the biggest investors in Canadian bonds, with more than $40 billion in total government bond holdings at the end of December.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59