The Motley Fool

FEBRUARY 27, 2025

The index fund is most heavily weighted toward electric utilities (61%) and multi-utility companies (25%), but also provides exposure to independent power producers (6%), gas utilities (5%), and water utilities (3%). Should you invest $1,000 in Vanguard World Fund - Vanguard Utilities ETF right now? Here are the important details.

Funds 147

Funds Investing Legal Shareholders 147

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. 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.

Capital 130

Capital Funds Finance Financing 130

The Motley Fool

APRIL 10, 2025

Reaching positive free cash flow last year, Dutch Bros can now self-fund some of its growth rather than diluting shareholder value. Guiding to double its store count by 2029, there's much more to Dutch Bros than worries about rising coffee prices and potential tariffs. Should you invest $1,000 in Dutch Bros right now?

Shareholders 228

Shareholders Returns Investors Funds 228

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 246

Funds Conglomerates Shareholders Stakes 246

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

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

DECEMBER 15, 2024

Professional fund managers tend to be highly educated, hard-working, and extremely smart. But it doesn't take a highly complex trading plan to come out ahead of 98% of professional mutual fund managers over the long run. If you want to beat the professionals, your best bet is to buy a broad-based index fund and just hold onto it.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

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

FEBRUARY 27, 2025

But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness. Over the previous nine quarters (Oct.

Investors 173

Investors Shareholders Stock Market Stock Market 173

The Motley Fool

OCTOBER 12, 2024

If a preselected basket of stable dividend stocks is more in line with your investing style and risk tolerance, consider buying and holding this index fund long term. This exchange-traded fund is composed of at least 90% stocks from the S&P 500 Low Volatility High Dividend index.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Hedge Funds 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. One of the great things about putting your money to work on Wall Street is there's more than one way to generate a profit.

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

DECEMBER 22, 2024

He has an innate ability to allocate capital into investments that generate outsize returns for his shareholders. As good as the Buffett-led Berkshire Hathaway is at growing shareholder value, Brookfield Corporation (NYSE: BN) has been even better. its share of the profits generated by the investment funds it manages).

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

NOVEMBER 21, 2024

The index fund is most heavily invested in electricity distributors (62%) and companies that provide multiple utility services (25%), though it also includes water and gas utilities, and independent power producers. For shareholders, the silver lining to long-running underperformance has been below-average volatility.

Funds 246

Funds Mutual Funds Investing Shareholders 246

The Motley Fool

OCTOBER 28, 2024

Professional fund managers are extremely smart, highly educated, hard-working, and ultra-competitive. If you can perform in the top 2% of all professional fund managers on Wall Street, you're sure to find yourself with a very handsome payday at some point. All you have to do is buy a broad-based index fund and hold it for years.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

DECEMBER 4, 2024

Meanwhile, a multidecade history of annual increases demonstrates management's commitment to shareholder returns. Grainger (NYSE: GWW) has rewarded shareholders with 53 straight years of dividend growth. five-year dividend-growth rate reflects management's balanced approach to shareholder returns. Its steady 6.4%

Funds 238

Funds Shareholders Portfolios Returns 238

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. The average expense ratio across all index funds and mutual funds was 0.36% in 2023, according to Morningstar.

Funds 246

Funds Mutual Funds Investing Shareholders 246

Private Equity Wire

DECEMBER 2, 2024

The demand, outlined in an open letter to shareholders, comes as HVPE struggles to bridge the gap between its share price and net asset value (NAV). Sharp emphasised the potential value unlocked if the discount were eliminated, stating it could generate £1.3bn for shareholders. Metage, which holds 0.9%

Stakes 95

Stakes Shareholders Assets Capital 95

The Motley Fool

OCTOBER 31, 2024

Artificial intelligence should be the biggest catalyst in over a decade for electric utilities, and the index fund is an easy way to capitalize on that opportunity. The index fund is heavily invested in electric utilities , though it also provides exposure to water and gas distributors, and independent power producers.

Funds 246

Funds Prospects Shareholders Capital 246

The Motley Fool

OCTOBER 24, 2024

But the fund provides additionally diversity, which has allowed it to outperform five members of the Magnificent Seven (and the S&P 500) in 2024 with a year-to-date return of 27%. The fund is heavily weighted toward the technology sector and covers 70% of domestic equities by market value. for every $1,000 invested in the fund.

Funds 242

Funds Accounting Shareholders Returns 242

The Motley Fool

FEBRUARY 28, 2025

billion in dividends to shareholders last year, boosting its total outlay to $93 billion since the start of 2010. It can buy properties from new or existing operators in sale-leaseback transactions , fund renovation projects at existing properties, and finance the development of new experiential properties. dividend yield.

Finance 234

Finance Financing Shareholders Portfolios 234

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. Billionaire fund manager Ron Baron says Tesla could be a $5 trillion company within a decade.

Shareholders 246

Shareholders Accounting Returns Investors 246

Private Equity Insights

APRIL 3, 2025

The funding will go toward the construction of an 80.2MW greenfield data centre campus for a key US-based client. AirTrunk is also close to securing a separate $2.8bn-equivalent sustainability-linked loan to fund capital expenditures across its operations in Malaysia, Singapore, and Hong Kong. Can`t stop reading?

Finance 147

Finance Financing Banks Shareholders 147

Private Equity Insights

MARCH 19, 2025

T&D Holdings will become the largest shareholder, while Allianz will acquire a 25% stake. The deal marks a significant exit for the British buyout firm following heightened regulatory scrutiny of private equity ownership in the insurance sector. The transaction values Viridium at 3.5bn, including debt. Can`t stop reading?

Mergers and Acquisitions 147

Mergers and Acquisitions Buyout Bidding Stakes 147

Private Equity Insights

APRIL 11, 2025

Kotos founding teamCEO James Greenfield, COO Caroline Matthews, and CCO Jowey Rodenwill remain in leadership roles and retain a significant shareholding in the business. Guy Davies, Managing Partner, added: This marks the fourth platform investment from WestBridge III and takes us past one-third of the fund deployed within just 20 months.

Investing 147

Investing Leveraging Stakes Financial Services 147

Private Equity Insights

MARCH 11, 2025

The private equity firm, along with Amplitudes management and minority shareholders, will sell 85.6% Since acquiring the business through its Mid-Market Fund, PAI has helped Amplitude expand internationally, enhance manufacturing capabilities, and develop an innovative surgical robot. of the business at 6.25 per sharean 80.6%

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stakes Shareholders 147

Private Equity Professional

MARCH 27, 2025

We focus on building companies for the long-term, with a focus on doing the right thing for its customers, employees and shareholders. In April 2022, OEP closed its latest fund, One Equity Partners VIII LP , with committed capital of $2.75 The fund was oversubscribed and closed above its increased hard cap.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Shareholders Capital 130

The Motley Fool

FEBRUARY 28, 2025

But if you're looking for a place to invest $2,000 (or any reasonable amount, really) in this market, I would recommend an exchange-traded fund (ETF) that invests in high-quality businesses. This criterion applies to any of the leading index funds. You can't really go wrong with these legendary funds in the long run.

Investing 130

Investing Exchange-Traded Funds Debt Shareholders 130

The Motley Fool

JANUARY 8, 2025

This makes funding paramount to the company's ability to achieve its long-term vision. Where Serve is getting fresh funds Serve is raising money by selling stock. Adding it all up, that's a 53% increase to the share count in less than one year, which dilutes shareholders. And on Jan. As of June 30, the company had 36.5

Shareholders 130

Shareholders Funds Investors Returns 130

Private Equity Insights

APRIL 3, 2025

That capital was secured through a novel structure backed by one of Vistas own funds during a period of sharp interest rate hikes. The proposed new structure included a $5.1bn senior term loan and a $1bn junior tranche. While initial pricing offered attractive yields, investor demand declined amid broader financial market volatility.

Bidding 147

Bidding Leveraging Debt Finance 147

Private Equity Professional

JANUARY 14, 2025

In March 2023, Arcline closed its third fund with $4.5 billion second fund closure in January 2021. We are thrilled with the result of this transaction for RMSs management and shareholders and are confident RMS is well-positioned to build on its strong track record of growth, said Scott Schafler , a founding partner at Cortec.

Enterprise Values 26

Enterprise Values Shareholders Capital Funds 26

Private Equity Insights

JANUARY 13, 2025

Diagnostyka aims to use the IPO to enhance shareholder value, strengthen its position, and fund future acquisitions. This IPO follows a year of recovery for Polands capital markets, highlighted by Zabka Groups $1.7bn listing. Chief Executive Jakub Swadzba described the listing as a critical step in the company’s growth journey.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Stock Exchanges 130

The Motley Fool

OCTOBER 7, 2024

Exchange-traded funds ( ETFs ) can provide you with simple, low-cost ways to invest in the stock market. Some of the best funds make it easy to quickly gain exposure to an array of promising investments, such as dividend stocks and fast-growing small businesses. Vanguard's fund thus pairs well with the Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Debt Stakes 246

The Motley Fool

NOVEMBER 7, 2024

In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value. We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. Our first priority is to create shareholder value through Enact's growing market value and returns.

Legal 130

Legal Debt Shareholders Taxes 130

Private Equity Insights

JANUARY 31, 2025

The deal, once completed, will make PAI the largest shareholder, while Ardian will retain a minority stake alongside the companys founders and management team. Ardian, a long-standing shareholder, reaffirmed its commitment to the companys continued success. The transaction is expected to close this summer, pending regulatory approvals.

Stakes 130

Stakes Portfolios Shareholders Capital 130

The Motley Fool

OCTOBER 7, 2024

His hedge fund, Pershing Square Capital, focuses on a few high-quality businesses where Ackman feels the stock has become mispriced, relative to its value. He will then buy shares and use his influence to unlock shareholder value. Bill Ackman is one of the best-known billionaire investors in the world.

Hedge Funds 246

Hedge Funds Portfolios Investing Funds 246

The Motley Fool

APRIL 11, 2025

ETF inflows stood out, with $107 billion in net new funds, marking a significant reliance on this segment. The firm appears focused on long-term stability and shareholder value. Assets under management rose to $11.58 trillion, supported by $84 billion in net inflows, showcasing the firm's ability to attract new assets.

Asset Management 130

Asset Management Leveraging Assets Prospects 130

Private Equity Wire

DECEMBER 5, 2024

Under the proposed deal, shareholders can choose from three options: to receive HKD13.00 of disinterested shareholders have already provided irrevocable commitments to support the proposal as of 4 December. per share in cash; exchange one equity share for every existing share held; or a combination of cash and equity shares.

Initial Public Offering 98

Initial Public Offering Private Equity Firms Private Equity Firms Bidding 98