The Motley Fool

OCTOBER 11, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The combination triples infrastructure AUM and doubles private markets run-rate management fees.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We believe our portfolio consists of an attractive balance across different customer types and sizes and revenue models across fees and risk.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. And … it’s a portfolio that represents $130 billion out of $424 (billion).”

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: –or consultants. RITHOLTZ: Right.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JULY 4, 2023

You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group. was like getting my post MBA not so much that I wanted to be a consultant but I wanted to learn about different industries and different types of problems. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59