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AGNC Investment: Buy, Sell, or Hold?

The Motley Fool

And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.

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1 Stock I Wouldn't Touch With a 10-Foot Pole

The Motley Fool

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.

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Annaly Capital Management: Buy, Sell, or Hold?

The Motley Fool

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
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Here's Why 1 Investment Bank Says Blackstone Just Hit a "Major Milestone"

The Motley Fool

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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Prudential Financial (PRU) Q2 2024 Earnings Call Transcript

The Motley Fool

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

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Transcript: Ted Seides

The Big Picture

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

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This Week in Pensions & Investments: 10-11-2023

Pension Pulse

My take: I would say the key advantage IMCO and other large Canadian pension funds is certainty of cash flows and access to top private equity, real estate, infrastructure and private debt partners around the world. Leveraging these investment advantages are some of the strategies IMCO uses to enhance returns on behalf of our clients.