The Motley Fool

DECEMBER 19, 2024

debt to total capital ratio. We are extremely well positioned to spin Millrose and to be able to continue to repurchase shares and reduce debt as we have driven strong overall operating results to date. And then turning to our debt position, we had no redemptions or repurchases of senior notes this quarter.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JUNE 28, 2024

The company took on some costs for property management fees it had to pay for properties it took back possession of, as well as costs associated with reclassifying leases on two properties. Management is being prudent in a tough operating landscape, and the business as well as its financials look solid.

Legal 244

Legal Financial Institutions Investment Horizon Management Fees 244

The Motley Fool

MAY 2, 2024

Paying off debt Many people don't think of paying off debt as an investment, but it can be. It's an especially good idea to pay down high-interest debt, such as credit card debt. So if you have credit card debt, you'll most likely save more money by paying that down than you'd make by investing your money elsewhere.

Investing 130

Investing Debt Taxes Accounting 130

Private Equity Wire

DECEMBER 12, 2023

Amid a period of rapid growth in credit and private debt investment strategies, BNY Mellon has established a position as a key partner to fund managers who have had little time to standardise, invest in technology, and automate manual processes. We are having many discussions with clients about the new SEC Private Funds Rule.

Debt 98

Debt Hedge Funds Investing Banks 98

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JULY 10, 2024

Exchange-traded funds (ETFs) are products that Wall Street developed, in part, as a new way to earn management fees from customers. Quality Dividend Growth Fund ETF (NASDAQ: DGRW). Quality Dividend Growth Fund ETF barely looks at dividends The WisdomTree U.S. Quality Dividend Growth Fund ETF. Here's why.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Debt Funds 130

The Motley Fool

JANUARY 29, 2024

Horton (NYSE: DHI) , and the brand-new Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) stand out as excellent investments right now. An easy on-ramp to the crypto superhighway Anders Bylund (Bitcoin ETFs): At long last, investors finally have access to exchange-traded funds (ETFs) tracking the live market price of Bitcoin.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Mutual funds impose both; many CDs and bonds require investors to deposit $500 or more. Fees eat into returns -- doubly so when you only have a bit of savings to invest. A typical robo-advisory fee is 0.2% Low-fee robo advisors charge even less.

Investing 130

Investing Mutual Funds Management Fees Banks 130

The Motley Fool

AUGUST 17, 2024

One tried-and-true investment approach is investing a set amount each month into an exchange-traded fund (ETF) that tracks the S&P 500 index, like the Vanguard S&P 500 ETF (NYSEMKT: VOO). Over the last 30 years, the average annual return of an S&P 500 index fund is 10.7%. of the fund's holdings Financials : 12.4% Energy : 3.6%

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Shareholders Funds 130

The Motley Fool

JULY 23, 2024

Anyone can hire a financial planner, even for a few hours of advice, even if you have no savings and are struggling with debt. Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund.

Finance 130

Finance Financing Startups Debt 130

The Motley Fool

MARCH 24, 2024

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards Buying and holding investments can be worthwhile because of long-term growth. Many savvy savers invest extra money by purchasing shares of low-cost index funds. An index fund is a collection of stocks and bonds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. It also offers other financial services. Rowe Price fairly sticky.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 130

The Motley Fool

JANUARY 22, 2025

Its funds from operations ( FFO ) were up 11% in the third quarter, keeping it on track to deliver another year of double-digit FFO growth. That enabled the REIT to sidestep some of the headwinds of higher interest rates, which made it more challenging to complete accretive property purchases funded with externally sourced capital (i.e.,

Management Fees 130

Management Fees Capital Debt Banks 130

The Motley Fool

MAY 2, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl fund. This morning, we issued our financial results for the first quarter of 2024, reporting fee-related earnings, or FRE of $0.20 This fund was the largest U.S. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. We've also continued to produce positive results in our asset management business.

Capital 130

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

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Ballooning Debt. The US has hardly been alone in its recent escalation of debt.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

OCTOBER 17, 2024

Also, please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In terms of future harvesting, the third quarter marked the highest amount of overall fund depreciation in three years. Our $30 billion global flagship fund is now nearly 40% committed.

Debt 130

Debt Management Fees Assets Finance 130

This is going to be BIG.

JULY 8, 2013

I know I''m paid to take risk and to make a commensurate return for taking that risk, but every moment of struggle from any one of my portfolio companies is like death by 1000 cuts multiplied by all of the individual investors in my fund. Anyone can pick, but sticking around after the company gets funded is where the real work starts.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

MARCH 29, 2024

Using debt to buy Bitcoin MicroStrategy pivoted in the last few years from a niche software business to using all its capital and taking on massive amounts of debt to purchase Bitcoin. Earlier this month, it raised more convertible notes -- $600 million worth -- to increase its debt-fueled bet on Bitcoin.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

DECEMBER 5, 2024

Mutual funds aren't what they used to be Asset manager T. Rowe Price is one of the largest sponsors of mutual funds. On the bad side of the ledger, exchange-traded funds (ETFs) are displacing mutual funds as the primary tool of small and large investors alike. That's good and bad at the same time. The thing is, T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

AUGUST 1, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl fund. This morning, we issued our financial results for the second quarter of 2024, reporting fee-related earnings, or FRE, of $0.21 per share and distributable earnings, or DE, of $0.19

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

FEBRUARY 23, 2024

We've also continued to produce attractive results in our asset management business. We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers.

Capital 130

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

The Motley Fool

FEBRUARY 15, 2024

Bitcoin-based ETFs The Securities and Exchange Commission (SEC) recently approved 11 exchange-traded funds (ETFs) that track the current spot price of Bitcoin. But you can buy and sell these funds just like you would any other ETF or stock. When the crypto goes up or down, the ETFs make the same move.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. US funded pension risk transfer transactions of $6.3 I mean my recollection is those debt protection products at very attractive margins.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 18, 2024

See the 10 stocks *Stock Advisor returns as of April 15, 2024 Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

MAY 10, 2024

During the quarter, we supported three lower middle market portfolio companies in completing strategic acquisitions, each of which were funded by follow-on debt investments by Main Street for a total of $52 million of incremental debt investments in these portfolio companies.

Capital 130

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

The Motley Fool

AUGUST 4, 2023

These investments were offset by increased repayments we received on several debt investments and the full exit of our investments in two lower middle market portfolio companies. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The bulls would also likely note that Medical Properties Trust is taking steps to pay off some of its debt that will mature over the near term. Who's right?

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

AUGUST 3, 2023

We have now lowered our net debt plus preferred metric for five straight quarters and on a path to get to seven x by year-end and further delevering in 2024. The revolver is our only debt that is not hedged or fixed. And our only contemplated use of the revolver at this time is to fund the Jackson build development buildings.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 9, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl funds. This morning, we issued our financial results for the fourth quarter and full year of 2023, reporting fee-related earnings, or FRE, of $0.20 real estate fund raised in 2023.

Capital 130

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

The Motley Fool

AUGUST 8, 2024

Ricky Mulvey: You too can invest in a hedge fund. He's been looking to raise funds for Pershing Square USA, which would be a closed-end fund. Originally looking to raise up to $25 billion so all investors can get in on these hedge fund strategies, Jason. We'll see if it's a good idea. I'm Ricky Mulvey. Ricky Mulvey: Bob?

Hedge Funds 130

Hedge Funds Leveraging Prospects Debt 130

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. This has culminated in an announcement from Ottawa to explore ways to have pension funds invest more domestically. This outperformance aggregated to $4.2-billion

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

NOVEMBER 5, 2024

At the same time, we are making progress toward the establishment of a private capital fund, which I'll touch on later in this call. billion in investments, which is fully funded as we are vigilantly focused on deploying capital into high-quality opportunities that meet our risk-adjusted return requirements. times range.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

FEBRUARY 2, 2024

Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. Orange County will come primarily from a reduction in bad debt as we repopulate many of our vacant units with residents who actually pay their rent. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

MAY 24, 2024

Andrew Coyne laments in his latest opinion piece that eighteen years and $46-billion later, the CPP admits it could have earned more just by buying index funds: The Canada Pension Plan Fund had a bad year last year. The news is not that the fund trailed its benchmark in its most recent fiscal year. That’s not the news, however.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109