Private Equity Insights

MARCH 11, 2025

The oversubscribed fund attracted significant backing from both returning and new investors, highlighting strong demand for the middle-market private equity firms focused investment strategy. UBS Securities LLC acted as the placement agent, while Ropes & Gray LLP provided legal counsel for the fund. Can`t stop reading?

Capital 162

Capital Buyout Investors Private Equity Firms 162

The Motley Fool

MARCH 28, 2025

Some funds look weak at first glance. Then you click the little checkbox that enables a dividend reinvestment plan (DRIP), and the droopy fund springs to life. The Equity Premium Income ETF is a pretty unique fund. negative total return. Wake up with Breakfast news in your inbox every market day.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Assets 246

The Motley Fool

MARCH 19, 2025

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is one of the largest and most popular exchange-traded funds (ETFs) on the stock market. This Vanguard ETF may be the only investment you'll ever need if you haven't bought your first stock or fund yet. What makes the Vanguard Developed Markets fund tick? Start Your Mornings Smarter!

Funds 130

Funds Exchange-Traded Funds Returns Assets 130

Private Equity Insights

MARCH 12, 2025

The fund, set to debut in the second quarter of 2025, will broaden access to Blackstones extensive credit platform for individual investors. Structured as an interval fund, BMACX will permit daily subscriptions and provide quarterly liquidity of up to 5% of net asset value (NAV), subject to board discretion.

Securities and Exchange Commission (SEC) 173

Securities and Exchange Commission (SEC) Assets Investors Funds 173

The Motley Fool

MARCH 19, 2025

The market is essentially on sale right now, and there are a few supercharged Vanguard exchange-traded funds (ETFs) you might want to load up on. This fund also includes stocks from the S&P 500. If you're earning an average return of 14% per year, you could accumulate around $856,000 after 30 years. SPX data by YCharts.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Portfolios 246

Private Equity Insights

JANUARY 10, 2025

BEO Investments LLC, a Miami-based private equity firm, has launched three investment funds tailored to meet the needs of its accredited clients. These funds are going to address diverse investor preferences and capitalize on strategic opportunities in the real estate market. Specifically, the fund aims to achieve an IRR exceeding 20%.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Firms Private Equity Firms Investing 130

Private Equity Insights

JANUARY 22, 2025

in commitments across six private equity funds and one private credit fund. The pension committed $155m to growth-focused private equity funds, including $50m to Bansk Fund II, $30m to GTCR Strategic Growth Fund II, and $75m to TPG Growth VI. The Los Angeles Fire & Police Pension System approved $382.2m

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Funds 147

The Motley Fool

JANUARY 16, 2025

Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. The Vanguard family of funds, in particular, stands out for its industry-leading low expense ratios. The fund's low 2.2% Looking at longer-term results, the fund has generated a 12.5%

Portfolios 246

Portfolios Exchange-Traded Funds Management Fees Stock Market 246

Private Equity Insights

JANUARY 15, 2025

New Forests, a global sustainable investment manager, has raised 410m in the first close of its latest fund, focused on climate and forestry initiatives. The fund, supported by European investors such as pension funds, insurers, and family offices, aims to reach a final target of 600m.

Pension Funds 130

Pension Funds Investors Funds Startups 130

The Motley Fool

MARCH 13, 2025

For many, or most, of us, it's smart to aim for average returns, because they're rather powerful and they can be simple to achieve -- by socking money away in one or more low-fee, broad-market index funds such as one that tracks the S&P 500. Know that over many decades, the stock market has averaged annual returns of close to 10%.

Exchange-Traded Funds 241

Exchange-Traded Funds Consultants Consulting Financial Services 241

Private Equity Insights

FEBRUARY 4, 2025

Alchemy Partners closed its latest fund, Alchemy Special Opportunities Fund V, securing 1bn in capital commitments and surpassing its initial fundraising target. The fund focuses on European mid-market corporate special situations and has already deployed approximately 20% of its capital across nine investments in four countries.

Pension Funds 130

Pension Funds Funds Financial Institutions Consulting 130

Private Equity Insights

FEBRUARY 28, 2025

The fund will invest in a vehicle managed by 17Capital, a private credit firm that lends to private equity managers, investors, and funds using net asset value (NAV) as collateral. Following approval from the Bank of Lithuania, the fund is set to begin operations, with investment unit distribution launching in March.

Asset Management 147

Asset Management Assets Collateral Private Equity Managers 147

The Motley Fool

FEBRUARY 27, 2025

The benchmark S&P 500 (SNPINDEX: ^GSPC) returned 19% in the past year, while the utilities sector surged 33% as domestic electricity demand reached a record high in 2024. The utilities sector achieved a total return of 34% over the last three years, while the S&P 500 returned 46%. Here are the important details.

Funds 147

Funds Investing Legal Shareholders 147

The Motley Fool

JANUARY 27, 2025

The interest you pay will eat up your savings and your investment returns. That's double the average annual return of the stock market. Think of it as a guaranteed double-digit return on your investment. 2 is building up a healthy emergency fund in a savings account -- and not just any savings account.

Exchange-Traded Funds 230

Exchange-Traded Funds Debt Accounting Banks 230

Private Equity Insights

JANUARY 16, 2025

Sky Island Capital, a Dallas-based private equity firm, closed its second fund, Sky Island Capital Fund II, securing $300m in commitments. The fund, which exceeded its initial target, highlights strong investor confidence in Sky Islands strategy and expertise.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Funds 130

Private Equity Professional

JANUARY 20, 2025

Sky Island Capital has held an above target and final close of its second private equity fund, Sky Island Capital II LP , with $300 million in capital commitments. Limited partners in Fund II consist of both new and returning investors, such as insurance companies, family offices, endowments, and funds of funds.

Funds 100

Funds Capital Portfolios Returns 100

Private Equity Insights

FEBRUARY 18, 2025

Supported by shareholder Commerzbank, the fund has made its first commitment of 50m to a 56 MW battery energy storage project in Germany, set to be operational by 2026. The funds launch underscores Aquila Capitals commitment to leveraging its expertise in clean energy to drive long-term value creation in the energy transition sector.

Capital 130

Capital Funds Financing Finance 130

Private Equity Insights

FEBRUARY 12, 2025

In 2024, the firm returned 12bn to limited partners and co-investors, marking its highest annual distribution. BC Partners closed its previous fund, BC Partners Fund XI, in 2022 with 6.9bn in commitments, achieving a net internal rate of return of 16%, according to Bloomberg data. times invested capital.

Leveraging 130

Leveraging Mergers and Acquisitions Private Equity Firms Private Equity Firms 130

The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 million shares of Nvidia, nearly tripling his stake.

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

Private Equity Wire

JANUARY 21, 2025

Private investment house Ardian has raised a record 3.2bn for its sixth-generation Expansion Fund, Ardian Expansion Fund VI (AEF VI), which will focus on making equity investments ranging from 50m to 300m, in private mid-sized businesses. Already 33% deployed, the fund has completed eight transactions in category-leading companies.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

The Motley Fool

NOVEMBER 11, 2024

During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest artificial intelligence (AI) stocks. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

Private Equity Insights

FEBRUARY 14, 2025

He highlighted that leading private equity sponsors continue to turn to Invesco for flexible financing, while investors are drawn to the platforms attractive risk-adjusted returns.

Funds 130

Funds Deal Flow Assets Financing 130

The Motley Fool

DECEMBER 6, 2024

Cohen's fund closed out the September-ended quarter with more than $39 billion in AUM, which includes various put and call options, as well as common-stock positions. This means Cohen's fund exited prior to Supermicro completing its first-ever stock split of 10-for-1 following the close of trading on Sept.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

DECEMBER 11, 2024

Billionaire Warren Buffett has always had a thing for companies that return capital to their shareholders. However, of the 45 stocks and exchange-traded funds exchange-traded funds (ETFs) Berkshire owns, only one has a dividend yield above 5% -- and it's a stock Buffett has owned for over a decade.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

JANUARY 23, 2025

The index fund is primarily invested in electric utilities (61%) and companies that provide multiple utilities (25%), though it also offers exposure to water and gas utilities and independent power producers. But Constellation Energy and Vistra are leading the way, with year-to-date returns of 44% and 35%, respectively. Duke Energy: 6.5%

Funds 246

Funds Mutual Funds Investing Shareholders 246

The Motley Fool

DECEMBER 23, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, every investor is likely to find one or more securities that'll help them meet their goals. But what's most important to investors is that dividend stocks have crushed non-payers in the return column over the last half-century.

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is the second largest position in Citadel's portfolio, excluding options contracts and index funds.

Stakes 245

Stakes Shareholders Prospects Portfolios 245

The Motley Fool

MARCH 26, 2025

In fact, Berkshire sold the only two index funds in its portfolio, both of which tracked the S&P 500 (SNPINDEX: ^GSPC). Learn More That decision was somewhat surprising, because Buffett has often argued that S&P 500 index funds are the best way for most nonprofessional investors to get exposure to U.S. stock market.

Funds 228

Funds Conglomerates Shareholders Stakes 228

The Motley Fool

DECEMBER 22, 2024

I'm talking about an S&P 500 index fund. Both of these exchange-traded funds (ETFs) mimic the composition of the S&P 500 and, therefore, deliver the same performance as the index. However, if you go for an ETF with a ratio of less than 1%, this won't weigh much on your returns. So, how do you invest in these ETFs?

Assets 240

Assets Portfolios Exchange-Traded Funds Investing 240

The Motley Fool

FEBRUARY 4, 2025

Investing consistently over many years is the key to building a healthy retirement fund, and the longer you give your money to grow, the less you'll need to save each month to see significant progress. But the overall stock market has earned an average rate of return of 10% per year over the past 50 years.

Return On Investment 204

Return On Investment Stock Market Stock Market Funds 204

The Motley Fool

MARCH 19, 2025

The partnership with Pfizer could allow Summit to identify more potentially lucrative indications for ivonescimab without spending significant funds on the expensive clinical trial process. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005.

Prospects 243

Prospects Returns Capital Investors 243

The Motley Fool

JANUARY 13, 2025

trillion, respectively, according to the International Monetary Fund (IMF). The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. trillion in 2023. trillion, $4.2 trillion, $3.6 trillion, $3.4 trillion, and $3.1

Consultants 245

Consultants Consulting Returns Investors 245

The Motley Fool

JANUARY 5, 2025

And certain Wall Street experts see huge returns on the horizon for Nvidia and Tesla shareholders: Equity analyst Beth Kindig believes Nvidia could be a $10 trillion company by 2030. If that happens, Nvidia stock will return 19% annually over the next six years. That implies about 185% upside from its current market value of $3.5

Shareholders 246

Shareholders Accounting Returns Investors 246

The Motley Fool

DECEMBER 19, 2024

17), and Druckenmiller's fund opened its nearly 770,000-share stake in Palantir at some point during the fourth quarter of 2023. During the September-ended quarter, Druckenmiller's fund added 33 new positions, one of which became Wall Street's newest trillion-dollar stock last week.

Stakes 246

Stakes Assets Asset Management Banks 246

Private Equity Insights

JANUARY 22, 2025

The New York State Common Retirement Fund, one of the largest public pension funds in the US, allocated over $3bn in November 2024. Among the private equity investments, NYSCRF allocated $2bn across four tranches to Neuberger Bermans NB Co-Investment Fund III. This fund targets co-investments in North America and Europe.

Pension Funds 162

Pension Funds Private Equity Firms Private Equity Firms Assets 162

The Motley Fool

JANUARY 20, 2025

As a result, most pay out very generous distributions, which are similar to dividends, but much of the payout is considered a return of capital. This structure also encouraged LPs to fund growth through issuing more equity, as the more units the LP had, the bigger the dollar payments would also become. billion to $4 billion in 2024.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

JANUARY 7, 2025

Here are the returns of each Magnificent Seven stock in 2024: Start Your Mornings Smarter! Despite these market-beating returns, I see one Magnificent Seven stock as the superior opportunity. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005.

Leveraging 245

Leveraging Capital Returns Investors 245