Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. and Microsoft Corp. Class A shares.

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The Motley Fool

APRIL 18, 2024

Always something to keep in mind, it was really interesting to note and the letter he quoted that from the peak in 1996 you had 7,300 US public companies, now we have 4,300 and he feels that total should have grown dramatically not shrunk, so that's a big delta there. Deidre Woollard: Tell me a little bit about that.

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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. Sales, asset, and account expense increased 6% compared to a year ago, driven by higher direct fund expense. active fixed income mutual funds. to 1 full basis point.

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The Motley Fool

APRIL 29, 2024

The entire modern institutional asset economy, the options market, the securities market, the money manager system, the institutional mutual funds, the institutional ETFs, they're all going to be centered around bitcoin as the digital property going forward. So, we are a public company and an operating company.

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The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Everybody knows what a hedge fund is, but let’s talk about liquid alts. Really interesting.

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Hedge Funds Mutual Funds Funds Due Diligence 64

Investment Writing

NOVEMBER 20, 2024

That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests. ” They also liked the profile prospectus better for making purchase decisions, locating specific information, and comparing funds.

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Mutual Funds Assets Debt Shareholders 52

The Big Picture

SEPTEMBER 3, 2024

Not only are they very much aligned with their investors, they regularly close funds when they get too large, when they reach capacity and run the risk of reducing performance. I wish more mutual funds and ETFs showed that data. I wish more mutual funds and ETFs showed that data. Kind of unique.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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Mutual Funds Assets Funds Asset Management 64

The Motley Fool

SEPTEMBER 17, 2024

Similarly, Rand, in your work at Stagen, you have a long term focus on the development of not public company stocks, but human beings. I want to say this again, in the early years in our experience, everybody in the big companies was playing the short term game. David Gardner: Wow. That's really worked well for me.

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Capital Public Companies Banks Companies 130

The Motley Fool

APRIL 25, 2024

Capital markets were vibrant in the first quarter, and customers turned to S&P Global to help power their investment, funding, and trading activities. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. We also saw an increase in revenue for OTC products.

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The Motley Fool

APRIL 27, 2024

He took client money and used that cash to invest in other companies. When he disbanded the investment group, he basically shifted his approach to owning Berkshire Hathaway, a public company, and using it to invest in other businesses and companies. The investments include companies that Berkshire Hathaway owns outright.

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Mutual Funds Public Companies Portfolios Returns 241

The Motley Fool

OCTOBER 21, 2024

There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there. Those last few weeks, some fund managers will buy into certain hot or popular stocks, so they can say, we have Nvidia in our fund too.

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Investing Mutual Funds Banks Stock Market 130

The Motley Fool

DECEMBER 23, 2023

Buffett prefers to hoard the company's cash as he looks for new investments. That can take the form of buying parts of public companies or buying entire companies to add to the holding company's already broad collection of businesses. What it most certainly isn't is a typical company.

Mutual Funds 130

Mutual Funds Hedge Funds Shareholders Public Companies 130

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Impact investing: A private investment in a company, made in the spirit of saving the world. Secondly, The ”bad companies” who are the offenders already have enough capital. SRI: Socially Responsible Investing.

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Pension Funds Investing Funds Portfolios 72

The Motley Fool

SEPTEMBER 10, 2024

Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. First, huge amounts of money are moving into exchange-traded funds, ETFs, and sector index funds. This point is not about us.

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Investing Stock Market Stock Market Mutual Funds 130

The Motley Fool

JUNE 10, 2024

He does point out that recommending a portfolio of biotech companies can make sense for a lot of investors to get an ETF, to get a basket, Andy, of biotech companies. Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. That is the heart and soul of Brian's question.

Investing 100

Investing Taxes Mutual Funds Debt 100

The Big Picture

JULY 11, 2023

But once the rules started changing, it became difficult around things like seeding new funds. Within a year, you couldn’t be more than 10% of the fund. RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? That new name of the company became Franklin Templeton.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Finance 88

The Motley Fool

NOVEMBER 25, 2024

This year included, it's now the most valuable public company of all time. Even just style boxing, what Morningstar has done for the mutual fund industry by looking at funds that focus on large cap companies versus small cap companies or more growth oriented companies or more value oriented companies.

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Stock Market Stock Market Capital Mutual Funds 130

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989.

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Mutual Funds Funds Banks Assets 105

The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. I was a public company, CEO, I enjoyed working with investors.

Taxes 59

Taxes Mutual Funds Finance Financing 59

The Big Picture

OCTOBER 15, 2024

Your next role is at Peter Teal’s hedge fund, Clarion Capital. That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets.

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Venture Capital Private Companies Hedge Funds Capital 59

The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. In 2024, a lot of media highlighted the sales Berkshire Hathaway made within its public portfolio. Warren Buffett is one of the most famous investors of all time.

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Conglomerates Investing Mutual Funds Public Companies 246

The Motley Fool

JANUARY 28, 2025

Morgan Housel is a partner at the Collaborative Fund and the author most prominently of the best selling book, The Psychology of Money. As I think back to close here, friends, I'm thinking about, we look at other companies, family based companies. They own such a big, impressive company. Mutual funds are in and out.

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Education Hedge Funds Returns Mutual Funds 130