The Motley Fool

JULY 30, 2024

If Rivian can bridge the financing gap and get its R2, R3, and R3X models to market, there's a good chance it eventually sells hundreds of thousands of vehicles per quarter. Just know that Rivian's early-stage journey makes it unsuitable for short-term investing horizons. But Rivian's $16 billion market cap and reasonable 3.1

Investment Horizon 130

Investment Horizon Capital Financing Finance 130

The Motley Fool

AUGUST 11, 2023

This is a particular opportunity for Innovative Industrial because marijuana companies have limited access to traditional financing relationships. This stock is most appropriate for more aggressive investors who have very long investment horizons and who are willing to sit through periods of worrying uncertainty.

Initial Public Offering 130

Initial Public Offering Legal Investment Horizon Financing 130

The Motley Fool

OCTOBER 19, 2024

It used its windfall to pay down $10 billion in debt and reduce interest and finance charges by $400 million annually. Considering all that, I still believe Occidental remains a solid stock for patient investors with long investment horizons. Should you invest $1,000 in Occidental Petroleum right now?

Debt 130

Debt Investment Horizon Stakes Financing 130

The Motley Fool

SEPTEMBER 17, 2024

But even though they tend to start with smaller incomes, many young women might have powerful advantages in investing. We talked with Kristine Beese, an MBA in Finance, financial planning expert, and founder and CEO of Untangle Money, about how young women can build a brighter financial future.

Due Diligence 130

Due Diligence Investing Investment Horizon Education 130

The Motley Fool

APRIL 11, 2024

While other EV makers are consolidating, Tesla's robust finances allow it to invest in operations and expand production capacity. With a new factory under construction in Mexico and potential new factories in India and Thailand on the horizon, Tesla is positioned to solidify itself as the world's leading EV maker for years to come.

Investment Horizon 130

Investment Horizon Financing Finance Accounting 130

Pension Pulse

APRIL 10, 2025

Look at this from BroadStreet's website: That last point is worth repeating: "BroadStreets majority owner is a pension plan (OTPP), which has a uniquely long investment horizon and allows us to build a sustainable business." It's basically a leader investing in private insurance companies as is CDPQ.

Stakes 52

Stakes Legal Leveraging Stock Exchanges 52

Private Equity Wire

MARCH 28, 2025

Apollos hybrid capital platform provides debt and structured equity solutions to businesses seeking growth financing while retaining control. These instruments typically have a shorter investment horizon than traditional private equity but a longer duration than private credit.

Investment Horizon 45

Investment Horizon Debt Financing Finance 45

Pension Pulse

JUNE 14, 2024

The joint venture will continue to make preferred equity investments in multifamily, student housing, and manufactured housing properties throughout the United States, focusing on cash-flowing assets, primarily in top 25 MSAs, with a range of three- to ten-year investment horizons. Residential at Ivanhoé Cambridge. “We

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

The Big Picture

AUGUST 1, 2023

Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior. Investors hold asset classes, to benefit from long-term value creation and compounding. Damage occurs when narratives of traders are used to justify the actions of investors, and vice versa.

Hedge Funds 98

Hedge Funds Investment Horizon Assets Funds 98

Axial

DECEMBER 14, 2023

This movement is characterized by increases in seller financing and earnouts – both strategies that help offset cash required at closing when working with sellers who maintain high valuation expectations in the current market. Seller Financing & Earnouts Included in the LOI The Winning LOI eBook | Vol.

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Quiet Growth

MAY 23, 2023

When exploring the world of finance and investing, you might encounter various myths and misconceptions about Modern Portfolio Theory (MPT). The theory encourages diversification, which means spreading investments across various asset classes. So let’s debunk some of these myths.

Portfolios 52

Portfolios Investment Horizon Assets Financing 52

Pension Pulse

JULY 3, 2024

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The private investment grade strategies like asset-backed finance and infrastructure credit are “really compelling” in today’s market, he said.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

JULY 1, 2023

But for long-term investors, rates change over the course of their investing horizon, which is why I think it's so important to remain business-focused. Any time interest rates are increasing, then your present value of your cash flows are decreasing, and the valuation there is decreasing.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243

Pension Pulse

SEPTEMBER 13, 2023

The fund manager, which manages $158 billion in assets, invests globally on behalf of 17 pension, endowment and government funds in the Canadian province of Alberta. "We We believe the long-term growth opportunities in Asia-Pacific are compelling and well-aligned with AIMCo’s long-term investment horizon," said Evan Siddall, CEO of AIMCo.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. between 2015 and the end of 2021.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. between 2015 and the end of 2021.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

JANUARY 31, 2024

That borrowers can secure loans through several non-bank models provides a wider range of competitive financing sources that strengthens our financial system. Regulators are taking a closer look, and advisors should scrutinize fees and management strategy closely, which isn’t easy in private funds.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Pension Pulse

FEBRUARY 13, 2024

The Alberta pension plan hired David Scudellari in 2023 as head of international investment. trillion asset class as higher interest rates have drawn investors and bank financing for deals has dried up. AIMCo invests on behalf of 15 pension, endowment and government clients in the oil-rich Canadian province.

Pension Funds 59

Pension Funds Leveraging Debt Assets 59

Quiet Growth

MAY 15, 2023

Risk-free bonds are a theoretical concept in finance, referring to an investment that guarantees return without any risk of financial loss. In practice, no investment is entirely risk-free, but some investments are considered close to risk-free. In other situations, different maturities may be used.

Investment Horizon 52

Investment Horizon Debt Capital Financing 52

Blackstone News

APRIL 27, 2023

Goh Chin Kiong, Deputy Chief Investment Officer, Real Estate, GIC, said: “This acquisition represents an attractive opportunity for GIC to further expand our exposure to logistics assets. It is a good addition to our Japan portfolio as we continue to focus in tailwind sectors such as hospitality and logistics.” BREIT), a U.S.

Portfolios 40

Portfolios Investment Horizon Assets Asset Management 40

Pension Pulse

NOVEMBER 15, 2023

Selling part of the private equity portfolio is a way to bring the total portfolio back to balance,” said Sebastien Betermier, an associate professor of finance whose area of focus at McGill University includes pensions and other funds. He added that interest rates are "only one tool, and one that isn't all that precise in how it works".

Stakes 59

Stakes Pension Funds Assets Buyout 59

Pension Pulse

AUGUST 29, 2023

Rowe Price Growth Stock Fund On LinkedIn, Dmitry Yashnikov, Managing Director and Head of Green Tech at OMERS posted this: Excited to announce our first investment in the battery recycling space! OMERS participated in the US$1 billion financing round announced today by Redwood Materials.

Funds 59

Funds Asset Management Assets Leveraging 59

The Big Picture

SEPTEMBER 25, 2024

. ~~~ About Jeremy Schwartz: Jeremy Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies, and multi-asset Model Portfolios. They have a 30 or a 40-year investment horizon.

Assets 69

Assets Investment Horizon Portfolios Returns 69

The Big Picture

AUGUST 17, 2023

People with investment horizons of years or decades should avoid getting pulled into very short-term news. The noise, revisions, updates, and even model changes all kinda sort themselves out eventually. They are imperfect depictions of reality, but if they are consistent, they can provide a useful framework for directional changes.

Investment Horizon 52

Investment Horizon Investors Investing Finance 52

Axial

NOVEMBER 9, 2023

.” Visit SouthWorth’s Profile “Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” Seated at Emond’s left elbow, a powerful ally—Quebec Finance Minister Eric Girard—comes to the Caisse’s defence.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

Pension Pulse

DECEMBER 18, 2023

(“BREIT”), Canada Pension Plan Investment Board (“CPP Investments”) through its subsidiary CPPIB Credit Investments III Inc., The FDIC is maintaining an 80% ownership stake in the venture and provided financing equal to 50% of the venture’s value. billion in the venture which holds a $16.8 BREIT), a U.S.

Stakes 59

Stakes Portfolios Investing Banks 59

Blackstone

OCTOBER 31, 2024

Private markets benefit the most due to their investment horizons. 5 Statistically, the longer you hold your investments, the better your chances of success. Consumer spending along with business investment is supporting economic growth. In the long run, it pays to be a market optimist*literally.

Banks 52

Banks Mergers and Acquisitions Assets Investment Horizon 52

The Motley Fool

JULY 30, 2024

And what does that mean for investment horizon? So, we've integrated sales and sales organizations, we've integrated a good amount of their technology and platform into our operational structure, the overhead teams, so marketing and finance and legal and all those have been fully integrated.

Bidding 130

Bidding Capital Banks Accounting 130

The Motley Fool

JANUARY 12, 2024

As I said in my prepared speeches, and I think Bayo would echo everything I'm going to be saying, we're just beginning, I would say, a very bright investment horizon for infrastructure. More and more governments are going to have more difficulties to do deficit financing. As I said, deficits matter.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

APRIL 17, 2024

In this podcast, Motley Fool co-founder David Gardner checks in with Motley Fool analyst Bill Barker and personal finance expert Robert Brokamp. I worked in the treasury department working on terrorist finance, freezing, and tracking, and thwarting. It was a hiring time in terrorist financing. David Gardner: Story stock?

Financing 130

Financing Finance Law Firms Mutual Funds 130

Quiet Growth

MAY 17, 2023

Since then, MPT has become a cornerstone of finance and investment studies and is widely used in investment decision-making. Applications of Modern Portfolio Theory MPT’s key concepts of diversification and risk-return optimisation form the bedrock of many investment strategies today.

Portfolios 52

Portfolios Financing Finance Assets 52

Pension Pulse

MAY 24, 2023

Graham said he believes interim targets create an incentive to sell off investments in high-emitting businesses (which will likely be financed by someone else, he said), rather than spending the money it takes to reduce emissions. Public Equities include absolute return strategies and related investment liabilities.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

MARCH 2, 2025

The option to reward shareholders with dividends is hardly likely to change anytime soon, and investors looking to fortify their personal finances with dividend-paying stocks are certainly making a smart move. forward dividend yield, is a worthy consideration for those with lengthy investing horizons.

Investment Horizon 246

Investment Horizon Shareholders Financing Finance 246

Private Equity Insights

MARCH 7, 2025

The Strategic Opportunities platform focuses on stable, high-quality businesses in Europe and North America, offering an extended investment horizon compared to traditional private equity. NPC III focuses on mid-market private equity-backed lending and asset-based specialty finance, targeting opportunities across the capital structure.

Funds 130

Funds Investment Horizon Assets Leveraging 130

Blackstone

OCTOBER 31, 2024

Private markets benefit the most due to their investment horizons. 5 Statistically, the longer you hold your investments, the better your chances of success. Consumer spending along with business investment is supporting economic growth. In the long run, it pays to be a market optimist*—literally.

Banks 111

Banks Mergers and Acquisitions Assets Investment Horizon 111