The Motley Fool

JUNE 23, 2024

Here's why I'm contemplating a partial sale and my potential exit strategy. I have a very diversified investment portfolio. of my total portfolio's value. of its investment portfolio. My outsized exposure to Apple stock has made me consider trimming my position. Time to trim?

Exit Strategy 130

Exit Strategy Taxes Stakes Portfolios 130

The Motley Fool

FEBRUARY 13, 2025

The diversified real estate investment trust (REIT) made a strategic decision to exit the office sector at the end of 2023. The REIT's office exit acted as a headwind last year. However, it has started to rebuild its portfolio with properties that have better long-term growth fundamentals. Carey sold $1.2 per share last year.

Exit Strategy 130

Exit Strategy Assets Portfolios Funds 130

The Motley Fool

FEBRUARY 14, 2024

It made the move following its decision to enhance its real estate portfolio and financial profile by exiting the office sector and resetting its payout ratio to a lower level. The REIT's higher payout ratio held back its ability to grow its dividend and portfolio since it didn't retain much cash to invest in new properties.

Exit Strategy 130

Exit Strategy Shareholders Assets Portfolios 130

The Motley Fool

DECEMBER 6, 2024

Winners don't need an exit strategy Shares of Roku have soared 70% since bottoming out in August. 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.

Buyout 130

Buyout Enterprise Values Exit Strategy Amortization 130

The Motley Fool

APRIL 7, 2024

Buying and holding is still the ideal strategy Given how hot the markets have been (not just this year but in 2023 as well when the S&P rallied by 24%), it wouldn't be surprising to see stocks start to cool off at some point this year. The 10 stocks that made the cut could produce monster returns in the coming years.

Stock Market 130

Stock Market Stock Market Exit Strategy Exchange-Traded Funds 130

Private Equity Wire

JANUARY 17, 2024

This has added another layer of complexity to exit strategies and fundraising efforts, impacting GPs’ track records. Some 60% of GPs believe that implementing ESG best practices adds value to a portfolio company, and 18% believe it creates a valuation uplift of more than 10%.

Exit Strategy 98

Exit Strategy Leveraging Financing Debt 98

Private Equity Wire

NOVEMBER 13, 2023

LPs are becoming increasingly informed and demanding when it comes to sustainable portfolio performance. Since the inception of our strategy, we have allocated two dedicated professionals to these critical ESG and impact matters, serving our 16 portfolio companies. Impact is completely embedded throughout our investment process.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

Insight Partners

MAY 30, 2024

Krane forged connections between Recorded Future and the other cybersecurity firms in Insight’s portfolio. “We We don’t often talk about financial goals or exit strategies here. Insight helped with a thousand small things that contributed a lot overall.” What’s next for Recorded Future? More revenue. More people.

Exit Strategy 69

Exit Strategy Leveraging Banks Shareholders 69

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. This structure can be advantageous for individuals with significant assets but also may be more expensive for smaller portfolios.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Private Equiteer

FEBRUARY 28, 2023

PIPEs also simplify the exit strategy for private equity investors. Having an active and liquid secondary market for shares that you own gives you much more flexibility in exit timing and broadens to universe of potential buyers.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Fee Structure 52

Fortune Financial

SEPTEMBER 25, 2023

They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. This structure can be advantageous for individuals with significant assets but also may be more expensive for smaller portfolios.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

MAY 28, 2024

The latest addition to Warren Buffett's portfolio: Chubb. 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. Dylan Lewis: We've got Dow 40K and the latest stock in Berkshire 's portfolio.

Investors 130

Investors Stakes Consulting Consultants 130

The Motley Fool

JANUARY 28, 2024

You have with the target date funds, which are a way of you pick a date of retirement, you have risky savings at the beginning, and then slowly it becomes less risky as more bonds enter the portfolio. Seems to work for a lot of people, but what is your issue with target date funds? Now, one particular tricky issue there is the following.

Stock Market 130

Stock Market Stock Market Funds Returns 130

Trivest Partners

SEPTEMBER 27, 2022

On the other, I needed to have some type of an exit strategy so I could begin transitioning to the next stage in my personal journey. So, on the one hand, I felt that I needed to be a part of Jon-Don to help take it to the next level and capture the additional upside I knew was still there. TH We hear that all the time. .

Private Equity Firms 40

Private Equity Firms Private Equity Firms Exit Strategy Banks 40

The Motley Fool

DECEMBER 31, 2024

They prefer a little more seasoning in the market to make sure that they're legit portfolio workhorses, even when they're household names. When revenue growth slowed from 38% in 2022 to 21% last year, some naysayers figured that its springtime IPO was an exit strategy. This hasn't been the case.

Initial Public Offering 246

Initial Public Offering Exit Strategy Financial Institutions Consulting 246

Private Equity Insights

MARCH 4, 2025

Despite a decline in global M&A activitydown to $441.7bn from $523.4bn year-on-yearCarlyle believes its portfolio is well-positioned against trade war risks, with more than 80% of its companies operating outside tariff-sensitive sectors. in Q4 2024 from $276.1m a year earlier.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Exit Strategy Bidding 147

Pension Pulse

JUNE 5, 2024

It now often makes more sense to have an explicit strategy of partnering (as opposed to competing) with best-in-class general partners (GPs) who have the scale or niche expertise required to originate and add value in large global markets. With a diversified portfolio, you can afford to have some investments not work.

Pension Funds 59

Pension Funds Assets Private Equity Firms Private Equity Firms 59

Private Equity Insights

FEBRUARY 25, 2025

Robert also noted that Europes mid-market private equity segment is less reliant on IPOs for exit strategies, offering greater resilience in todays volatile market. KICs active engagement in Europe underscores its commitment to diversifying its portfolio.

Exit Strategy 130

Exit Strategy Asset Management Leveraging Stakes 130

Private Equity Wire

DECEMBER 20, 2024

Brookfield is one of a number of private equity funds adopting a cautious approach to European deals, despite having ample cash, choosing to focusing on exit strategies before committing to new acquisitions, according to a report by Reuters.

Mergers and Acquisitions 97

Mergers and Acquisitions Exit Strategy Private Equity Firms Private Equity Firms 97

Private Equity Wire

DECEMBER 10, 2024

Meanwhile, 63% of LPs believe that current GP exit timelines are overly optimistic, and 91% favour the establishment of standing exit committees to guide exit strategies. Despite liquidity concerns, investor interest in private markets remains robust.

Exit Strategy 97

Exit Strategy Assets Capital Portfolios 97

The Motley Fool

APRIL 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. We had an excellent start in 2024 with 7% sales growth, in line with our fast-moving portfolio transformation. Let's turn to the business.

Education 130

Education Banks Shareholders Capital 130

The Motley Fool

FEBRUARY 22, 2025

Few stocks possess the growth opportunities, competitive advantages, or the ability to evolve with a changing world to warrant permanent residency in a portfolio. That's why the expression is more about buying high-quality businesses with no planned exit strategy. That's the goal. Construction products. Food equipment.

Exit Strategy 100

Exit Strategy Conglomerates Shareholders Portfolios 100

Private Equity Insights

APRIL 8, 2025

The AlpInvest Strategic Portfolio Finance Fund II secured $3.2bn in capital commitments, alongside senior lending mandates and co-investment capital. It also targets credit secondaries, broadening its appeal to institutional investors in need of portfolio-level liquidity.

Exit Strategy 147

Exit Strategy Private Equity Managers Financing Finance 147

The Motley Fool

FEBRUARY 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. Maybe this was part of the exit strategy plan there. Model portfolios and stock rankings, all based on your investor type.

Mutual Funds 130

Mutual Funds Education Banks Exit Strategy 130

The Motley Fool

JANUARY 30, 2025

Ryan will provide a progress update on our portfolio of strategic initiatives, highlighting key milestones achieved. Tammy will follow to walk through cost performance and outlook to also discuss our fleet strategy and cover balance sheet and capital allocation. Consider when Nvidia made this list on April 15, 2005.

Capital 130

Capital Shareholders Investors Returns 130

Pension Pulse

MARCH 18, 2025

Matt Toledo of Chief Investment Officer reports OMERS Ralph Berg shines a spotlight on infrastructure: At the Ontario Municipal Employees Retirement System, infrastructure plays a significant role in the funds portfolio: The asset class has risen to be the funds largest, making up 23% of all assets.

Pension Funds 59

Pension Funds Assets Stakes Capital 59