Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets. AI is just one example.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

APRIL 24, 2024

Should you invest $1,000 in Agree Realty right now? Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. During the first quarter, we invested $140 million in 50 high-quality retail net lease properties across all three platforms.

Debt 130

Debt Leveraging Capital Finance 130

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. billion in less than a year for strategies solely dedicated to these investments.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

FEBRUARY 23, 2024

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Jesse Morris, chief financial officer and chief operating officer. Should you invest $1,000 in Main Street Capital right now?

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Pension Pulse

DECEMBER 16, 2024

This has culminated in an announcement from Ottawa to explore ways to have pension funds invest more domestically. While Canada is ranked 38th by population, the CPP Investment Board (CPPIB) is the seventh-largest pension fund in the world. We are looking at solutions in search of problems.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

OCTOBER 17, 2024

Should you invest $1,000 in Blackstone right now? if you invested $1,000 at the time of our recommendation, you’d have $831,707 !* On previous calls, we've provided updates on our data center investments. We do not undertake any duty to update these statements. Consider when Nvidia made this list on April 15, 2005.

Debt 130

Debt Management Fees Assets Capital 130

The Motley Fool

MAY 3, 2024

Should you invest $1,000 in Omega Healthcare Investors right now? if you invested $1,000 at the time of our recommendation, you’d have $525,806 !* We've included the annual impact of our 2024 investments completed through May 2nd, as disclosed in the earnings release. I will now turn the call over to Taylor. million and $13.5

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

FEBRUARY 29, 2024

Should you invest $1,000 in Elastic right now? Now, turning to products and innovation, we continue to invest in capabilities that make it possible for customers to migrate easily from incumbent solutions to Elastic. Our performance in the quarter reflects both our success in the market and continued investment discipline.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Deal Flow 130

The Motley Fool

JANUARY 12, 2024

billion FDIC special assessment and 743 million of net investment securities losses in corporate. Should you invest $1,000 in JPMorgan Chase right now? Client investment assets were up 25%, driven by market performance and strong net inflows. Investment banking revenue of 1.6 The firm reported net income of $9.3

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

FEBRUARY 15, 2024

Should you invest $1,000 in Rollins right now? Most notably, we have grown our sales force and invested in training and tools to enable their success. Investments to drive organic growth are complemented by strategic M&A, and in 2023, we welcomed 24 new businesses into our company through acquisition. and Canada.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Motley Fool

APRIL 18, 2024

Should you invest $1,000 in Blackstone right now? We invested $25 billion in quarter one and $56 billion in the past two quarters with a strengthening pipeline of new commitments. Blackstone is built on long-term investment performance. We are also actively investing in other companies in AI-related areas.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 8, 2023

We continue to see positive momentum in our newer markets, particularly in the East, where we are increasing awareness in our customer base through targeted marketing investments, strong IO execution, and expanding store count. We are always investing to support long-term operator success. We deploy capital to build new stores.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

MAY 9, 2024

Should you invest $1,000 in Warner Music Group right now? if you invested $1,000 at the time of our recommendation, you’d have $553,959 !* Identifying and investing in territories where local music is gaining global appeal and helping our talent break through the noise in a cluttered and fiercely competitive environment.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

APRIL 12, 2024

Should you invest $1,000 in Citigroup right now? We're committed to getting these right, and we look to self-fund the necessary investments to do so. Fees were up a pleasing 10% for services year over year driven by the investments we've made across our product offering, platforms, and client experience. Turning to the quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

DECEMBER 5, 2023

This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. We expect Q4 free cash flow margin to improve sequentially based on the seasonality of cash collections and payments and our operating margin outlook.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

Pension Pulse

AUGUST 15, 2023

Chief investment officer Ziad Hindo says the fund saw positive returns across multiple asset classes including public and private equities, infrastructure, and credit over the first six months of the year. The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

FEBRUARY 27, 2024

Should you invest $1,000 in Grocery Outlet right now? Our personalization app is now rolling out to all stores, and we will soon begin to invest in marketing to drive downloads and adoption. Some of these opportunities include assortment expansion, additional store fixtures and improvements, and technology and marketing investments.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

SEPTEMBER 4, 2024

Should you invest $1,000 in C3.ai if you invested $1,000 at the time of our recommendation, you’d have $661,779 !* Our net cash provided by operating activities was $8 million, and we generated free cash flow of $7.1 We ended the quarter with over $760 million in cash, cash equivalents, and investments. ai right now?

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

The Motley Fool

FEBRUARY 8, 2024

Should you invest $1,000 in Omega Healthcare Investors right now? The year-over-year increase is primarily a result of timing related to operator restructurings, revenue from new investments completed in 2022 and '23 and net straight-line write-offs, partially offset by asset sales completed during that same time period.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

OCTOBER 11, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* It aims to realize the enormous investment potential of infrastructure to support AI innovation, and it's just the first proof point of the growth synergies we can create together.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 24, 2024

Should you invest $1,000 in Agree Realty right now? if you invested $1,000 at the time of our recommendation, you’d have $751,180 !* Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

NOVEMBER 7, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,324 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

OCTOBER 31, 2024

Should you invest $1,000 in Atlassian right now? if you invested $1,000 at the time of our recommendation, you’d have $853,860 !* So that yields just high ROI on these investments. As always, our shareholder letter contains management's insight and commentary for the quarter. This call will include forward-looking statements.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Leveraging 130

The Motley Fool

AUGUST 27, 2024

Should you invest $1,000 in Citi Trends right now? if you invested $1,000 at the time of our recommendation, you’d have $774,894 !* And although the current economic climate is challenging, it presents an excellent opportunity for off-price deal-making with distressed vendors and retailers.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Consultants Consulting 130

The Motley Fool

FEBRUARY 15, 2024

Should you invest $1,000 in Walker & Dunlop right now? We also expanded Zelman's investment banking capabilities into the commercial market in 2023. This was a year of persistent volatile market conditions that depressed commercial real estate investment and transaction activity.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

OCTOBER 23, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,365 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,619 !*

Debt 130

Debt Capital Leveraging Assets 130

The Motley Fool

FEBRUARY 20, 2024

Should you invest $1,000 in AbCellera Biologics right now? The information we provide about our pipeline is for the benefit of the investment community and is not intended to be promotional. At the start of last year, we communicated that our investments would be focused on three pillars of the business.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

AUGUST 2, 2023

We are in a period of time where unlevered returns on most of the assets we invest in are between 8% and 12% on an unlevered basis. This period of time from an investment perspective is some of the best environments we have seen in years. As we look forward, deal flow is significant. The time is now.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

NOVEMBER 5, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $22,050 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !*

Taxes 130

Taxes Accounting Consultants Consulting 130

The Motley Fool

AUGUST 29, 2024

Should you invest $1,000 in Domo right now? if you invested $1,000 at the time of our recommendation, you’d have $769,685 !* The number of joint deals in our pipeline being worked between us and CDW partners has increased from zero to over 60 deals over just the last two quarters.

Leveraging 130

Leveraging Debt Finance Financing 130

The Motley Fool

AUGUST 6, 2024

Should you invest $1,000 in Grocery Outlet right now? if you invested $1,000 at the time of our recommendation, you’d have $615,516 !* Our integration focus this year is on expanding the assortment, investing in store refreshes and new fixtures, and introducing some of our marketing programs to the Southeast region.

Accounting 130

Accounting Returns Leveraging Taxes 130

The Motley Fool

AUGUST 29, 2024

Should you invest $1,000 in Elastic right now? if you invested $1,000 at the time of our recommendation, you’d have $769,685 !* To add more context around deal flow during the quarter, we did not close deals to the extent we expected. Specifically within R&D, we will continue to invest in our platform road map.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Leveraging Professional Services 130

The Motley Fool

NOVEMBER 9, 2023

Net investment income was $0.49 We ended the quarter with total portfolio investments of $12.9 In terms of deployment, we continue to largely match originations with repayments to maintain a fully invested portfolio. On average, we invest at approximately 40% loan-to-value. billion, outstanding debt of $7.1

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

FEBRUARY 9, 2024

Should you invest $1,000 in Blue Owl Capital right now? In addition, we announced a joint venture with Lunate, an Abu Dhabi-based global alternative investment manager, to provide growth capital to leading midsized private capital GPs. per share for the fourth quarter and $0.70 per share for the fourth quarter and $0.65

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

The Motley Fool

MAY 30, 2024

Should you invest $1,000 in Elastic right now? if you invested $1,000 at the time of our recommendation, you’d have $703,539 !* To add more context around deal flow during the quarter, we saw a healthy balance across our solutions and continue to maintain a similar solution mix in annual contract values versus the prior quarter.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

NOVEMBER 6, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $22,469 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !*

Debt 130

Debt Assets Portfolios Leveraging 130