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). And even some of the big names that have stuck around haven't turned out to be good investments. That leads to investment bubbles that eventually burst. What went wrong?

Exchange-Traded Funds 242

Exchange-Traded Funds Bidding Management Fees Assets 242

The Motley Fool

JANUARY 28, 2024

NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. Making progress on shoring up its finances Surging interest rates forced NextEra Energy Partners to take several steps to shore up its financial foundation.

Amortization 245

Amortization Depreciation Earnings Before Interest Management Fees 245

The Motley Fool

JUNE 13, 2024

There are very few investments in the world that are perfect unto themselves. That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. The management fee is a very low 0.07%. Most can benefit from being paired with others.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Management Fees Assets 246

The Motley Fool

FEBRUARY 19, 2024

Image source: Getty Images Investing in stocks is something anyone can do. But not everyone invests in stocks the same way, and billionaires and the ultra-wealthy often use different stock-buying avenues than the rest of us. And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor.

Hedge Funds 239

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

The Motley Fool

FEBRUARY 28, 2025

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Ryan Nelson, chief financial officer. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

MARCH 18, 2024

And if that's the situation you're in, here are three investment opportunities you can take advantage of. With a traditional IRA or 401(k), your contributions are tax-free and investment gains are tax-deferred (meaning you're not taxed year after year, but only as you take withdrawals).

Taxes 130

Taxes Investing Management Fees Prospects 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

AUGUST 7, 2024

There is some time involvement: You'll need to open a brokerage account and research different assets and investment strategies. But after that, a lot of buy-and-hold investing strategies don't take a ton of ongoing management. Real estate investment trusts (REITs) : REITs are companies that own and manage a mix of properties.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

JULY 23, 2024

Not everyone wants to hire an investment advisor or financial planner; some people prefer to manage their own investments and take a DIY approach to financial planning. Financial planners aren't just for managing investments -- they can help you with the fundamentals of budgeting and building an emergency savings fund.

Financing 130

Financing Finance Debt Startups 130

The Motley Fool

JULY 10, 2023

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). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Financing Finance Management Fees 130

Private Equity Insights

MARCH 8, 2024

Modern Wealth Management, an American registered investment advisory (RIA), has snapped up Beltz Ianni & Associates (Beltz Ianni) for an undisclosed price, in a move to expand its footprint to the eastern region of the US. It is said to manage assets worth over $1.2bn.

Education 130

Education Management Fees Assets Financing 130

The Motley Fool

OCTOBER 31, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JANUARY 16, 2024

Sponsored by high-profile investment firms including BlackRock , Fidelity, Invesco , Ark Invest, and several others, these ETFs allow investors to gain exposure to Bitcoin without having to directly buy and hold the cryptocurrency. Not to mention, with more funds in the ETF, it could lead to lower fees in the future.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., which has $34 billion in assets under management. 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).

Investing 72

Investing Performance Fees Startups Management Fees 72

The Motley Fool

AUGUST 1, 2024

This morning, we issued our financial results for the second quarter of 2024, reporting fee-related earnings, or FRE, of $0.21 Should you invest $1,000 in Blue Owl Capital right now? if you invested $1,000 at the time of our recommendation, you’d have $717,050 !* per share and distributable earnings, or DE, of $0.19

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

DECEMBER 19, 2024

Should you invest $1,000 in Lennar right now? if you invested $1,000 at the time of our recommendation, youd have $790,028 !* All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own. Consider when Nvidia made this list on April 15, 2005.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

MAY 7, 2024

To get started investing, check out our quick-start guide to investing in stocks. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. PY USA, they're hoping to eliminate fees on those cross-border transactions for users on Venmo. A full transcript follows the video.

Accounting 245

Accounting Financing Finance Shareholders 245

The Motley Fool

MARCH 24, 2024

Invest and let your money grow for decades Many people assume they need to time the market or utilize sophisticated strategies to get the best results when it comes to investing in the stock market. But you can benefit from investing your savings and letting your investment grow over multiple decades.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

NOVEMBER 8, 2024

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Ryan Nelson, chief financial officer. Also participating in the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group.

Capital 130

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

The Motley Fool

APRIL 29, 2024

Should you invest $1,000 in MicroStrategy right now? We believe such investment and capability will encourage current on-prem customers to embrace the benefits of MicroStrategy, clouds such as containerized architecture, proactive cloud management from experts, seamless backups, and single-click updates. Debt financing.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 Finance, and each fund's online home page.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JUNE 8, 2024

Importantly, the fund has a reasonable expense ratio of 0.2%, which equates to a fee of just $2 per $1,000 invested annually. By keeping its fees low, the Invesco QQQ ETF offers you a simple and cost-effective way to profit from the growth of 100 of the largest and best companies within the tech- and AI-heavy Nasdaq Composite index.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

MAY 2, 2024

This morning, we issued our financial results for the first quarter of 2024, reporting fee-related earnings, or FRE of $0.20 Should you invest $1,000 in Blue Owl Capital right now? In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

APRIL 24, 2024

Just because someone claims to have inside knowledge doesn't mean they can offer anything meaningful to your personal finances. Instead of contributing to a retirement account, they tell you that investing in precious metal coins will make you wealthy long before you hit retirement age. The same is true of many "financial experts."

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

JULY 6, 2023

NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. This will give it the money to redeem some outstanding financing and fund new renewable energy investments as its shifts its focus to becoming a pure-play renewable energy producer.

Financing 100

Financing Finance Management Fees Assets 100

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

This is going to be BIG.

MARCH 3, 2019

They’re not only leading larger rounds, but may need to bridge companies they’ve otherwise made large investments into that have higher burn rates. The incentive to want a larger fund is real—more staff, better office, better salaries—but the investment strategy really doesn’t make much sense if you ask me. How much do they hold back?

Management Fees 110

Management Fees Venture Capital Funds Capital 110

The Motley Fool

NOVEMBER 30, 2023

Shares of the real estate investment trust (REIT) have plunged more than 50% year to date. For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x That's on top of a similar decline in 2022.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

AUGUST 9, 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? Consider when Nvidia made this list on April 15, 2005.

Capital 130

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

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

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 !* 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. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 9, 2024

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 Should you invest $1,000 in Blue Owl Capital right now? Our more recent real estate funds have invested heavily into the demand created by the onshoring movement. per share for the year.

Capital 130

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

The Motley Fool

JULY 12, 2024

Also included is 546 million of net investment securities losses in corporate. In the CIB, IB fees were up 50% year on year and 17% quarter on quarter and markets revenue was up 10% year on year. Should you invest $1,000 in JPMorgan Chase right now? if you invested $1,000 at the time of our recommendation, you’d have $780,654 !*

Banks 130

Banks Capital Financing Finance 130

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 !*

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MARCH 20, 2024

Should you invest $1,000 in Tencent right now? We invested further in sustainable social value initiatives. Finally, with this high-quality revenue growth model, we have the resources to keep investing in our businesses while, at the same time, returning more capital to our shareholders.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities.

Securities and Exchange Commission (SEC) 130

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

Private Equity Wire

FEBRUARY 29, 2024

It’s also less of a faff than setting up and running a fund – fewer requirements for a bunch of things that begin with the letter “r”, such as reporting, registrations, rules and regulations, recruitment, risk management, relationship management, and, the most laborious of all, raising private fund capital.

Due Diligence 97

Due Diligence Prospects Capital Funds 97