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. Some companies pay a percentage of their earnings as dividends to shareholders.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

DECEMBER 19, 2024

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. Millrose will recycle proceeds from the sale of fully developed homesites into new acquisition and development land deals without needing to raise new investor funds. billion.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JUNE 5, 2024

Based on this theme, one strategy to consider is buying high-yield equities or an exchange-traded fund (ETF). Despite offering yields of nearly 12%, these two income-oriented funds have dramatically underperformed the S&P 500 since inception. Image source: Getty Images.

Exchange-Traded Funds 189

Exchange-Traded Funds Taxes Management Fees Funds 189

The Motley Fool

DECEMBER 7, 2023

Dividend raisers have outperformed the S&P 500 over the past 50 years According to a study by Hartford Funds, 69% of the S&P 500 index's total returns since 1960 are attributable to the contributions of reinvested dividends to its compound growth. In the same period, an equal-weight S&P 500 fund returned 7.7%

Exchange-Traded Funds 130

Exchange-Traded Funds Funds Management Fees Capital 130

The Motley Fool

OCTOBER 31, 2024

We also maintained our disciplined approach to capital deployment, while continuing to invest in our businesses and returning excess capital to shareholders. 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.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JANUARY 23, 2024

Last year, a study released by the Hartford Funds, in cooperation with Ned Davis Research, found that dividend-paying companies delivered an annualized return of 9.18% between 1973 and 2022. and has returned $25 billion in aggregate dividends to its shareholders since becoming a public company in October 1997.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

AUGUST 17, 2024

One tried-and-true investment approach is investing a set amount each month into an exchange-traded fund (ETF) that tracks the S&P 500 index, like the Vanguard S&P 500 ETF (NYSEMKT: VOO). Over the last 30 years, the average annual return of an S&P 500 index fund is 10.7%. of the fund's holdings Financials : 12.4% Energy : 3.6%

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Shareholders Funds 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

JULY 10, 2024

Exchange-traded funds (ETFs) are products that Wall Street developed, in part, as a new way to earn management fees from customers. Quality Dividend Growth Fund ETF (NASDAQ: DGRW). Quality Dividend Growth Fund ETF barely looks at dividends The WisdomTree U.S. Meanwhile, shareholders pay a tiny 0.06% expense ratio.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Debt Funds 130

The Motley Fool

JULY 23, 2024

Today, I'm talking about one exchange-traded fund (ETF) in this category. The allure of high dividends Let's get one thing straight: The VanEck fund's dividend yield is impressive. High fees can significantly affect long-term returns, and in a world where every basis point counts, this is a major drawback.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Business Development Companies Funds 130

The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

SEPTEMBER 22, 2023

The company came public last year after Brookfield Corporation (NYSE: BN) spun off 25% of its asset management business to shareholders to unlock the value of that business. It could use its strong cash-rich balance sheet to acquire an asset manager that complements its existing platform.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

The Motley Fool

DECEMBER 17, 2023

Buffett has repeatedly championed buying low-cost index funds that track the S&P 500 , a basket of 500 of America's largest publicly traded companies. Consider an S&P 500 index fund. Not only is Vanguard a trusted name in the investing world, but the fund charges a minimal management fee, an expense ratio of just 0.03%.

Investing 130

Investing Management Fees Stock Market Shareholders 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 AUM not-yet-paying fees was $15.9

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JANUARY 7, 2024

Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious." Why the new breed of Bitcoin ETFs is big news Existing Bitcoin funds like the Grayscale Bitcoin Trust use derivatives like futures contracts to track the price of Bitcoin.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 15, 2025

Billionaire hedge fund manager Bill Ackman announced plans to build a modern-day Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Ackman has a unique investment style through his Pershing Square hedge fund. Depending on how many current shareholders decide to take the cash, Pershing will own between 61.1% of the company.

Hedge Funds 130

Hedge Funds Investing Stakes Conglomerates 130

The Motley Fool

FEBRUARY 23, 2024

The continued positive momentum across our platform during 2023 allowed us to deliver significantly increased value to our shareholders, with a 25% increase in the total dividends paid to our shareholders in 2023. Despite this significant increase, our DNII still exceeded the total dividends paid to our shareholders by over 17%.

Capital 130

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

The Motley Fool

MAY 7, 2024

Ricky Mulvey: I'm a PayPal shareholder, so I'm bringing in some bias to this next question about to ask you. I'm a PayPal shareholder too, and I expect a better reaction. It's not just that they made the accounting change, they're actually adjusting their incentive plan to better align with shareholder interest.

Accounting 245

Accounting Financing Finance Consultants 245

The Motley Fool

MARCH 20, 2024

This, together with our increased focus on capital allocation discipline, will further enhance shareholder value. In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience. year on year.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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. trillion, 11.5

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

AUGUST 9, 2024

We are pleased with our second quarter results, which were highlighted by an annualized return on equity of 16.1%, DNII per share that continued to exceed the dividends paid to our shareholders, and a new record for NAV per share for the eighth consecutive quarter.

Capital 130

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

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. Total expense increased 1% in 2023, reflecting higher compensation, G&A, and direct fund expense. Our fourth quarter operating margin of 41.6%

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

MAY 10, 2024

for the quarter, a new record for NAV per share and NII per share and DNII per share that significantly exceeded the dividends paid to our shareholders. And this is after increasing the total dividends paid to our shareholders in the first quarter by 20% as compared to the same period of last year.

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. per quarter.

Capital 130

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

The Motley Fool

JULY 6, 2023

The fuel to return more cash to shareholders As an oil producer, Devon Energy's cash flow rises and falls with crude prices. 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.

Financing 100

Financing Finance Management Fees Assets 100

The Motley Fool

APRIL 30, 2024

To be clear, this is not just in size but more importantly, excellent risk-adjusted returns for our shareholders and LPs. The multi-strat fund continues to generate strong returns while maintaining conservative risk posturing. It's just real earnings that we're going to generate for shareholders and LPs.

Capital 130

Capital Enterprise Values Assets Banks 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

The Motley Fool

AUGUST 4, 2023

Our DNII in the second quarter exceeded the monthly dividends paid to our shareholders by 66% and the total dividends paid to our shareholders by 24%. We've also continued to produce attractive returns on our asset management business. Our DNII per share for the second quarter exceeded our total dividends paid by $0.22

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

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

MAY 1, 2024

We also maintained our disciplined approach to capital management by making further investments in our businesses and returning additional capital to shareholders. Our disciplined approach to capital deployment enables us to invest in our market-leading businesses to support long-term growth and return capital to shareholders.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

MAY 2, 2024

We view our long-term shareholders as partners, we welcome the chance to provide you with an update on how things are going as well as our plans and dreams for the future. We want our shareholders to win as we earn profitable on the capital we use to do this work. Total shareholders' equity stood at $15.7

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

AUGUST 2, 2024

We maintained our disciplined approach to capital deployment by investing in the growth of our businesses and returning excess capital to shareholders. pension plans, and is the largest pension fund manager in Japan. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

AUGUST 3, 2023

He retired from our board effective with June's Annual Meeting after many years of service to Plymouth and its shareholders. And our only contemplated use of the revolver at this time is to fund the Jackson build development buildings. As noted in the release, we have funded 87% of the $23.9 And so, I thought that's a win-win.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 15, 2024

This quarter, we saw a healthy revenue growth in our wealth and investment management business and in our global markets businesses. billion of capital to shareholders while also supporting the needs of our clients. Shareholders' equity was up $2.6 We returned 5.6 So with that brief overview, let's dive into Slide 2.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

FEBRUARY 7, 2024

Our disciplined approach to capital deployment enables us to effectively balance investing in the long-term growth of our businesses with returning capital to shareholders. In the fourth quarter, we returned over $700 million of capital to shareholders. And the third is returning excess capital to shareholders as we have in the past.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

MAY 14, 2024

We continue to cultivate high quality revenue streams, including advertising in video accounts and Weixin Search, mini games platform service fees, and e-commerce technology service fees, contributing to our gross and operating profit growth outpacing our revenue growth.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

OCTOBER 11, 2024

Our capital position remains strong with our CET1 ratio of 11.3%, up from 11% last quarter, and we continue to return significant amounts of excess capital to shareholders. We repurchased $3.5 billion of common stock in the quarter and $15.6 But big picture, looking at your Slide 7, personnel expenses, flat 8.6% year over year.

Banks 130

Banks Assets Investment Banking Investment Banks 130