The Motley Fool

JULY 31, 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. During the quarter; Newrez, our mortgage company; Genesis, our RTL lender, and our portfolio of assets generated very strong returns.

Capital 130

Capital Amortization Shareholders Finance 130

The Motley Fool

AUGUST 5, 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. Portfolio NOI, which includes our international properties at constant currency, grew 4.8% We're basically out of the portfolio business.

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

SEPTEMBER 4, 2024

Sean Klimczak, global head of Blackstone Infrastructure and Nadeem Meghji, global co-head of Blackstone Real Estate, said: “Prior to AirTrunk, Blackstone’s portfolio consisted of US$55bn (€49.8bn) of data centres including facilities under construction, along with over US$70bn in prospective pipeline development.”

Investing 59

Investing Asset Management Stakes Assets 59

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

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 Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. We will continue to actively manage the portfolio and assess all capital allocation decisions on an ROIC basis.

Capital 100

Capital Business Services Debt Liabilities 100

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

The Motley Fool

AUGUST 2, 2023

Our profit growth year on year was driven by the high flow-through margins from incremental technology and services, fee-based business, continued maturation of our Performance Suite portfolio, acquired revenue from NIA plus initial benefits from our integration work. Their leverage is coming down. And that's it for me.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

FEBRUARY 28, 2023

You know, when the firm launched its debt business, I was the analyst putting together some of the credit analysis on the first couple of loans that we had written at that time. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

OCTOBER 31, 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. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

APRIL 18, 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 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 Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for. It’s as simple as that.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JULY 4, 2023

Tell us a little bit about some of the work you do that’s more than just, “Hey, I found the right fund manager for EM distressed debt.” And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. ” It’s much more sophisticated than that.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

” We learned leverage finance, we learned real estate debt, we knew high yield, we knew opportunistic investment and we’re like, it’s never too late, it’s never too early and we decided to go with a huge $4 million AUM that we had gathered from friends and family. You were effectively into the real stuff.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

JULY 15, 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. And they the benefit of our clients' portfolios; they fuel organic growth. Consider when Nvidia made this list on April 15, 2005.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

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. Clients want to consolidate more of their portfolios with a partner that's with them for the long term. billion in revenues. billion in revenues.

Assets 130

Assets Shareholders Capital Portfolios 130

The Motley Fool

JANUARY 15, 2025

IB fees were up 49% year on year, and we ranked No. Advisory fees were up 41% and benefiting from large deals and share growth in a number of key sectors. Underwriting fees were up meaningfully, with debt up 56% and equity up 54%, primarily driven by favorable market conditions. 1 with wallet share of 9.3% Revenue of 5.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JULY 18, 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. This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. billion of a $7.5

Assets 130

Assets Finance Financing Management Fees 130

The Motley Fool

JANUARY 25, 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 traditional 60-40 portfolio lost value, down 3%. Our portfolio consists of over 230 companies.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

We have funded our growth with our operating businesses, balance sheet, and a little bit of high-yield debt. In Newrez, we have a portfolio of $875 billion-ish of mortgage servicing rights, which include both owned servicing rights and third-party servicing. And again, we have an $875-ish billion servicing portfolio. We have $7.8

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JANUARY 30, 2025

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. Today, with $55 billion in outstanding investment performance, BIP has exceeded our initial and predictably very high expectations.

Management Fees 130

Management Fees Assets Capital Funds 130