The Motley Fool

DECEMBER 7, 2023

In some ways, a mortgage REIT is more like a mutual fund than a company. While that might include some small investors, AGNC is really most appropriate for large investors like pension funds and insurance companies. The company does exactly what it sets out to do.

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The Motley Fool

SEPTEMBER 18, 2023

Every quarter, S&P Dow Jones Indices (a joint venture between S&P Global and CME Group ) rebalance the index, removing those companies that no longer meet eligibility requirements while replacing them with newcomers that do. Here's why this news is a big deal.

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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. As an example, read about their acquisition of Westinghouse Electric Company alongside Cameco.

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Pension Pulse

FEBRUARY 14, 2025

Svea Herbst-Bayliss of Reuters also reports Ackman's firm boosts stake in Nike, cuts Chipotle during Q4: Billionaire investor William Ackman increased his stake in sportswear company Nike by 15% and cut his investment in fast-casual food chain Chipotle Mexican Grill by 14%, during the fourth quarter, according to a regulatory filing made on Friday.

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The Motley Fool

OCTOBER 11, 2024

active fixed income mutual funds. We celebrated the 25th anniversary of BlackRock becoming a public company, and we closed our acquisition of Global Infrastructure Partners. The long-term connectors and our relationships span many years as holders of company debt and equity. We are not transactional.

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Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Impact investing: A private investment in a company, made in the spirit of saving the world. A pure play fossil fuel company would be brown whereas a pure play wind turbine company would be viewed as green.

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Pension Pulse

AUGUST 16, 2024

Ainslie’s hedge fund Maverick Capital only trimmed its stake in Nvidia by 2.86% in the second quarter of 2024 after having first acquired almost 464,000 shares in the company in the first quarter of 2023. Each quarter, the company he runs, Berkshire Hathaway , discloses its current holdings to shareholders. Druckenmiller’s $4.4

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The Motley Fool

AUGUST 2, 2024

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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Pension Pulse

FEBRUARY 16, 2024

Shares of food delivery service DoorDash dropped 8% on a wider-than-expected loss, while digital advertising company Trade Desk popped about 17% after topping analysts’ fourth-quarter revenue estimates and offering an upbeat outlook for the first quarter. Maybe but this company has ripped the face off short sellers so I wouldn't bet on it.

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Pension Pulse

SEPTEMBER 26, 2024

If you want to go way back, I was working in a financial role at a company in Toronto and that company got bought out by ING during the global insurance consolidation of the late 90s. I got here and in those days, there was a HOOPP pension fund and HOOPP Investment Management Limited which ran the assets and they both had a CEO.

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The Motley Fool

APRIL 23, 2024

Alex Hess -- JPMorgan Chase and Company -- Analyst Yes. Owen Lau -- Oppenheimer and Company -- Analyst Good morning and thank you for taking my question. It then, of course, links to asset managers, both for those institutional mandates and for mutual funds. So, that's kind of the balancing act.

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The Motley Fool

JULY 14, 2023

The adjustments exclude the compensation expense impact of mark-to-market volatility associated with certain deferred cash compensation plans and the nonoperating impact of an economic hedge, which the company began in 2023. In doing so, we deliver value for our clients and our fund portfolio companies. trillion in assets, 9.4

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Pension Pulse

AUGUST 18, 2023

They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. Activist investors like to make investments in companies where management lacks the proper incentives to maximize shareholder value. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

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Pension Pulse

NOVEMBER 17, 2023

Sure, maybe it would have done better if it had sold some Apple—that one stock accounts for half of the company’s portfolio, and the stake lost nearly $20 billion in value. It also reported bigger stakes in Chinese e-commerce company PDD , Amazon.com, Meta Platforms, Alphabet, and Microsoft. Nelson Peltz’s fund reported a 32.9

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The Big Picture

MAY 9, 2023

RITHOLTZ: Same companies, just — SALISBURY: Same companies, yes. It was bad companies issuing low quality bonds. And we had some great successes, not backing oil and gas companies or formerly state-owned assets. It was really finding growth equity companies, young entrepreneurs that were building businesses.

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Liabilities Assets Banks Hedge Funds 119

The Motley Fool

APRIL 12, 2024

Being a growth company requires continued innovation, lots of investments, and intense client focus. This pioneering structure can help address global gaps in funding retirement security, improve the quality of life and retirement for millions of Americans and bring back hope for those who were retiring. Operator Thank you.

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Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. 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

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. 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

Pension Pulse

MAY 8, 2023

So, it was a shock in 2022 to learn that an American company, owned by a Wall Street firm, sent children as young as 13 to work in slaughterhouses. The disgrace was more disturbing because the company, PSSI, is vital to national food safety and its owner, Blackstone, claims to be a model of management. Shannon Rebolledo: Not at all.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

MAY 19, 2023

Amid the losses, Icahn added $4 billion of his own funds into the company. The separate sale of companies held by the firm also resulted in gains of $3.5 Second, markets are at an important inflection point here, so DO NOT GET CARRIED AWAY with what Buffett, Soros and company bought and sold last quarter. You're toast!

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. Companies and clients increasingly want to work with BlackRock. For companies where we are investors, they appreciate that we are a long-term consistent capital. We have 19 companies in our flagship funds.

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Assets Shareholders Asset Management Capital 130

The Big Picture

AUGUST 15, 2023

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?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

JULY 29, 2023

Currently, investment funds can, if they want, focus their attention on ESG investments. For example, a fund may choose to invest in companies that are focused on environmentally responsible manufacturing or a company that ensures it sources its materials in a socially ethical way.

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Funds Mutual Funds Investing Pension Funds 130

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

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Education Financing Finance Taxes 119

Pension Pulse

NOVEMBER 10, 2023

Published Road to Zero: Decarbonization Investment Approach Progress Report through the CPP Investments Insights Institute, which shares learnings from the Fund’s first year implementing its decarbonization investment approach. The approach involves supporting portfolio companies as they reduce emissions to build value over the long term.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

MARCH 17, 2025

Institutional investors such as mutual funds, pension funds, and even insurance companies could be the key to sustainable growth. several companies have filed to create them, including Grayscale (which operates popular Bitcoin and Ethereum ETFs). Image source: Getty Images. Is XRP a buy?

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

The Motley Fool

JANUARY 8, 2025

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. That, too, is more like the way investors look at a mutual fund. While most dividend investors don't focus on asset allocation, many investors do. Then youll want to hear this.

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The Motley Fool

FEBRUARY 20, 2025

Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. A slew of financial companies have submitted applications to the Securities and Exchange Commission (SEC) seeking permission to create XRP ETFs.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

The Motley Fool

FEBRUARY 26, 2025

If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability. On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 23, 2025

So there's more work required up front as you educate yourself about the company and the industry in which it operates. The asset allocation approach is normally used by large investors, such as pension funds, but some small investors do it, too. When AGNC Investment IPO'ed in 2008, it was priced at $20 per share.

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Investing Mutual Funds Pension Funds Education 130

Pension Pulse

MARCH 27, 2025

The remaining units were placed with a diversified set of foreign and domestic institutional investors, including pension funds, insurance companies, mutual funds, banks and financial institutions. NHAI, as the sponsor, invested 15% in the follow-on raise.

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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. Not especially, well look at the utilities, look at big oil companies.

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Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

JANUARY 29, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Right now, were issuing Double Down alerts for three incredible companies, and there may not be another chance like this anytime soon. billion from one of our large pension fund clients.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 15, 2025

1 ETF franchise by assets, flows, and breadth of exposures; a 3 trillion fixed income platform across active and index; 700 billion managed for insurance companies; over 350 billion in models, direct indexing, and SMAs for wealth managers; over 900 billion in cash management AUM; leading advisory services and our proven Aladdin technology with 1.6

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Assets Shareholders Capital Asset Management 130

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. I am just a fan of both of these guys.

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Financing Finance Debt Banks 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. And so we have them in periodically to talk to.

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