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. By doing this, Ackman wants to acquire a majority ownership stake in the business by purchasing about 11.8

Hedge Funds 130

Hedge Funds Investing Stakes Conglomerates 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Mutual funds impose both; many CDs and bonds require investors to deposit $500 or more. Fees eat into returns -- doubly so when you only have a bit of savings to invest. A typical robo-advisory fee is 0.2% Low-fee robo advisors charge even less.

Investing 130

Investing Mutual Funds Management Fees Banks 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 Collectively, our partner managers now manage over $1.8

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JULY 16, 2024

Planning for retirement can feel like a high-stakes game, but choosing the right investments doesn't have to be stressful. Consider some exchange-traded funds (ETFs) that track the performance of a robust market index. These index ETFs come with the superpowers of reliable performance, low management fees, and solid dividend payments.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Motley Fool

OCTOBER 25, 2024

Ken Griffin is a billionaire investor best known for founding the hedge fund Citadel Advisors. While it owns a number of individual stocks across all industry sectors, the fund takes positions in more-passive vehicles as well. One thing to remember about ETFs is that you have to pay a management fee known as an expense ratio.

Exchange-Traded Funds 130

Exchange-Traded Funds Hedge Funds Management Fees Stakes 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

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

JANUARY 4, 2024

Yet the firm still owns more than 8 million shares spread out across its various exchange-traded funds (ETFs). billion, representing a 4% stake in the company. For instance, Ark's primary goal is to attract more investors to its funds to generate greater revenue from management fees.

Initial Public Offering 130

Initial Public Offering Exchange-Traded Funds Legal Management Fees 130

This is going to be BIG.

JULY 8, 2013

I know I''m paid to take risk and to make a commensurate return for taking that risk, but every moment of struggle from any one of my portfolio companies is like death by 1000 cuts multiplied by all of the individual investors in my fund. Anyone can pick, but sticking around after the company gets funded is where the real work starts.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

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

MARCH 29, 2024

The company that has staked its entire future on Bitcoin rose 11.9% There are better ways to get exposure to Bitcoin With the launch of Bitcoin exchange-traded funds (ETFs), there are now much easier ways to get exposure to Bitcoin if you so desire. Shares of MicroStrategy stock (NASDAQ: MSTR) were rising yet again this week.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

APRIL 28, 2024

That's through exchange-traded funds, by the way. While most ETFs are a predictable basket of familiar stocks, a handful of exchange-traded funds generate the kind of income you need, and do so in a way you like. Oh, and the smartest way of balancing each of their unique risks and rewards may be owning a stake in all three.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

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. But the world of money can be complicated, financial decisions can become high-stakes, and you don't have to go it alone.

Finance 130

Finance Financing Debt Startups 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 Capital Assets 130

The Big Picture

JUNE 7, 2023

 The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. Mike Rockefeller is co-founder of the six billion dollar long short equity fund Woodline Capital. He acquired the U.K.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

The Motley Fool

APRIL 29, 2024

Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. So, it's worth noting also, that, obviously, Michael still holds a significant ownership stake in the company. Leverage provides the opportunity to generate higher returns if the price increases. billion of capital.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

OCTOBER 21, 2024

That is with plain vanilla index funds. If you owned a Standard and Poor's 500 index fund over the past 5-10 years, you've benefited personally from the incredible rise of a company like NVIDIA. Do you personally use index funds for your own money even outside of your employer's 401k? Do you think of index funds like that?

Capital 130

Capital Portfolios Returns Funds 130

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

FEBRUARY 7, 2024

In PGIM, we enhanced our capabilities in the attractive area of private credit and direct lending by acquiring a majority stake in Deerpath Capital, which closed in December. PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. And then to complete our lines of business, AWM on Page 8. Revenue of 4.7

Banks 130

Banks Capital Assets Investment Banks 130

Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. The conglomerate trimmed its holdings in Apple ( AAPL ) and HP ( HPE ) while adding to its stakes in oil giants Chevron ( CVX ) and Occidental Petroleum ( OXY ). That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

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. And our growth equity fund invested in 7 Brew, an innovative quick service coffee franchisor. billion or $0.98

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JUNE 13, 2023

The only alignment of interest is the amount of capital that any given manager or firm is putting into its fund. If you hit certain targets, certain goals, extra financial goals, then you will improve your cost of funding. And so at times it’s effectively when the essential is at stake that people can react constructively.

Banks 59

Banks Asset Management Assets Capital 59

ClearMoney

SEPTEMBER 24, 2021

The following is provided by Dimensional Fund Advisors. In order for an investment to offer the possibility of a return above money-market funds, it needs to carry risk. And when it comes to deciding how to grow your hard-earned money, the stakes are high. Stock market behavior is uncertain, just like most things in our lives.

Mutual Funds 52

Mutual Funds Investing Taxes Consulting 52

Pension Pulse

SEPTEMBER 16, 2024

BCI is a pension fund for unionized employees and government employees in British Columbia and Western Canada, with gross assets under management of $250 billion. Investors often opt for larger, well-known managers due to perceived safety and ease of allocation, making it challenging for newer managers to gain traction.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 The Fund returned a 10-year annualized net return of 9.2%. billion in net income and $15.9

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

FEBRUARY 22, 2024

Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. The fund manager posted a 6.2 In equity markets, Canada’s second-largest pension fund benefited from its high exposure to the technology sector with a 17.7

Returns 59

Returns Pension Funds Assets Debt 59

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

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Second, these anti-ESG articles miss the mark when it comes to Canada's large pension investment managers.

Investing 52

Investing Pension Funds Collateral Asset Management 52

The Motley Fool

JULY 20, 2023

See the 10 stocks *Stock Advisor returns as of July 17, 2023 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. In fact, virtually all of our drawdown funds we've launched in our history, have been profitable for our investors.

Banks 130

Banks Capital Assets Mergers and Acquisitions 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. Entering 2024, I held stakes in 45 stocks -- 19 of which are currently paying a dividend. over the trailing two years, ended in September.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

JANUARY 25, 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. Our funds appreciated overall in 2023, highlighted by strength in credit, infrastructure, corporate private equity, and life sciences, even as we weathered a difficult environment for real estate.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 31, 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 third quarter of 2024 recording fee-related earnings, or FRE, of $0.22 per share and distributable earnings, or DE, of $0.20

Capital 130

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

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96