The Motley Fool

JUNE 20, 2024

That includes finance companies giving investors ways to put money in the space, like the Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ). A far better option would be to take a broad-based approach via an exchange traded fund (ETF) like the Global X Robotics & Artificial Intelligence ETF. billion in assets.

Exchange-Traded Funds 242

Exchange-Traded Funds Bidding Management Fees Assets 242

The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

FEBRUARY 28, 2025

for the full year, strong levels of NII per share and DNII per share to fund our record level of annual shareholder dividends, and a new record for NAV per share for the 10th consecutive quarter. We've also continued to produce favorable results in our asset management business. for the quarter.

Capital 130

Capital Asset Management Debt Leveraging 130

Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Finance Financing Performance Fees 130

The Motley Fool

JULY 10, 2023

The company's funding strategy weighed on its unit price during the first half. So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). The sell-off pushed its dividend yield up to 6%.

Buyout 130

Buyout Finance Financing Management Fees 130

The Motley Fool

NOVEMBER 8, 2024

We've also continued to produce positive results for our asset management business. We also benefited from significant fair value appreciation and the value of our External Investment Manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

AUGUST 7, 2024

But after that, a lot of buy-and-hold investing strategies don't take a ton of ongoing management. For example: Exchange-traded funds (ETFs): An ETF is a basket of securities that follow a specific theme. For example, a good property manager can help keep your rental income truly passive.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

JULY 23, 2024

Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund. You got a big pay raise or promotion at work If your personal finances have changed for the better, this could be a sign that you're ready to hire a financial advisor.

Finance 130

Finance Financing Startups Debt 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

JANUARY 16, 2024

In a historic decision, the Securities and Exchange Commission (SEC) approved 11 applications to create a spot Bitcoin exchange-traded fund (ETF) on Jan. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees. fee will be tacked on. Bitwise No.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Finance 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

JUNE 8, 2024

Exchange-traded funds ( ETFs ) give investors an easy and low-cost way to spread their bets among hundreds and even thousands of companies, eliminating the need to try to find individual winning stocks. It's chock-full of tech titans, including the popular " Magnificent Seven " stocks, which are all among the fund's top holdings.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

JANUARY 21, 2024

Securities and Exchange Commission (SEC) has approved a handful of applications to launch exchange-traded funds (ETFs) reflecting the spot price of Bitcoin (CRYPTO: BTC) tokens. Four of the 11 funds stand head and shoulders over the rest with far more trading action and larger Bitcoin portfolios under management one week later.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

MARCH 24, 2024

Many savvy savers invest extra money by purchasing shares of low-cost index funds. An index fund is a collection of stocks and bonds. Instead of spending your limited time trying to hand-pick individual stocks and bonds, you can buy shares of index funds. Expect to pay management fees when buying shares of index funds.

Banks 130

Banks Accounting Management Fees Funds 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 It's looking at opportunities for flow or new sales financing, as well as third-party blocks.

Liabilities 130

Liabilities Assets Capital Shareholders 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

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

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. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. Maybe you've heard bro over the years say stuff like, I'm Robert Brokamp, if you've had a major life event, it might make sense for you to talk to a professional fee-only advisor. How about you break it down for us?

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

JULY 6, 2023

That's partly due to concerns about its ability to secure new growth funding as investors pull back on supplying capital amid worries that the economy is slowing down. NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. This decline has pushed the company's dividend yield up to 5.8%.

Finance 100

Finance Financing Management Fees Assets 100

This is going to be BIG.

MARCH 3, 2019

They back it up with sensible math—owning 20% of a billion dollar outcome returns a $200mm VC fund, and, of course, you’re trying to at least return the fund. When there are too many funds in a market, keeping your entry price reasonable is going to get you shut out of a lot of deals. That’s not what seed funds are doing.

Management Fees 110

Management Fees Venture Capital Funds Capital 110

The Motley Fool

DECEMBER 19, 2024

The Hopper is a comprehensive suite of systems and procedures used to operate and manage the acquisition, financing, and development of land assets at scale, designed and refined by Lennar over the past 20 years. They were a natural external manager. Millrose will receive consistent cash flows pursuant to option contracts.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

MARCH 18, 2024

No matter what type of IRA or 401(k) you fund, you get tax benefits. Keep funding your account, and you may find that you're able to retire early with a large pile of money. Funding an HSA and leaving your balance untapped If you're enrolled in a high-deductible health insurance plan, you may be eligible to contribute to an HSA.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

AUGUST 9, 2024

We are also excited about the follow-on investments we made to finance strategic acquisitions by two of our high-performing lower middle market portfolio companies. 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.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 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. We're buying as well as financing several firms that design, build, and service data centers. billion or $0.98

Assets 130

Assets Debt Banks Capital 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 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

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 company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options. Who's right?

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

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

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

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

OCTOBER 15, 2024

Then, Motley Fool personal finance expert Robert Brokamp joins host Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. We're in the business in finance category and right now, we're in the lead for the listeners Choice Awards. I'd like to get further with that.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

Private Equity Wire

FEBRUARY 29, 2024

Ahead of the Private Equity Wire US Emerging Managers Summit , Joe Briggs, Founder & Managing Partner at Briggs Capital Formation, provides insight for new and emerging managers on the topic of deal-by-deal structures and what to look out for ahead of raising a fund.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 73

Investing Performance Fees Startups Management Fees 73

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

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

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