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 27, 2024

Even more importantly, the management fees of this ETF (0.25%) are low. Buy and hold strategy Theoretically, you could use this ETF as part of an actively managed portfolio. And there are plenty of hedge funds that are doing exactly that. Image source: Getty Images.

Securities and Exchange Commission (SEC) 130

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

Private Equity Wire

FEBRUARY 23, 2024

GPs also appear to sense a rebalancing of power in the GP-LP dynamic following a recession that never materialised and the potential for fund overperformance in 2024. Compared to 2023 respondents, a significantly larger percentage of 2024 survey participants indicated they will increase their management fees over the next 12 months.

Hedge Funds 105

Hedge Funds Management Fees Asset Management Assets 105

Private Equity Wire

DECEMBER 12, 2023

For many managers this means introducing liquidity into private credit funds that might have typically been closed-ended. Moving to an open-ended model often generates other changes, particularly adjustments to management and incentive fees or, in some cases, movement to a management fee only model.

Debt 98

Debt Hedge Funds Investing Banks 98

SEI

AUGUST 2, 2022

Asset allocation and investments: Only 21% are making changes to their asset allocation, of which two-thirds are increasing the allocation to alternatives --private equity, real estate and hedge funds especially. The largest percent (56% on average) of operating budget comes from the endowment management fee.

Hedge Funds 52

Hedge Funds Education Venture Capital Management Fees 52

Pension Pulse

FEBRUARY 16, 2024

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. Another hedge fund, AQR, increased its stake in Nvidia by 22%. 31 holdings.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

OCTOBER 11, 2024

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. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

JUNE 15, 2023

The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%. CAAT continues to focus on long-term returns, so our members can be confident their retirement savings are backed by a strong track record of prudent management to fulfill every pension dollar promised.

Hedge Funds 52

Hedge Funds Assets Funds Consultants 52

Pension Pulse

JULY 18, 2023

It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.

Pension Funds 52

Pension Funds Funds Banks Assets 52

Pension Pulse

SEPTEMBER 16, 2024

Consolidation in the industry is likely, with larger managers acquiring smaller ones to expand their strategies and AUM. Fee structures may change, with pressure on public companies to reduce management fees and focus on performance-based compensation.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

The Motley Fool

JULY 14, 2023

Asset and wealth management reported a net income of 1.1 billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows. billion, with pre-tax margin of 32%. Revenue of 4.6 Expenses of 3.2 Jeremy Barnum -- Chief Financial Officer Yeah.

Banks 130

Banks Liabilities Capital Assets 130

Pension Pulse

AUGUST 17, 2023

Financial reporting As at June 30, 2023, the annualized costs incurred for CDPQ’s activities, which include internal operating expenses, external management fees and transaction costs, were estimated at 55 cents per $100 of net average assets, compared with 48 cents as at December 31, 2022.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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. Is that right?

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

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

APRIL 22, 2024

Pretty early on, they made secret changes to the exchange's source code that allowed the hedge fund to take the customer money. The hedge fund kept money on crypto exchanges around the world so it could make different trades. Is there more to the crux of it, or is that the heart? Ricky Mulvey: Yeah. That didn't work.

Hedge Funds 130

Hedge Funds Financial Institutions Accounting Funds 130

The Big Picture

APRIL 11, 2024

The 2000s saw a few major changes: Computers had become ubiquitous and relatively cheap, data became widely available and people soon found out how well their active managers had — or had not — done. Most of the hedge fund community would be revealed post-2009 as not worth their costs.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

This is going to be BIG.

JULY 8, 2013

If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds. VC funds just don''t scale and so you don''t get the huge management fees and other worldly carry that you do from funds with big Bs.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

AUGUST 8, 2024

Ricky Mulvey: You too can invest in a hedge fund. He's been looking to raise funds for Pershing Square USA, which would be a closed-end fund. Originally looking to raise up to $25 billion so all investors can get in on these hedge fund strategies, Jason. Just the assets under management fees.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

JULY 20, 2023

For example, we entered the hedge fund of funds business in 1990, real estate in 1991 when values had collapsed following the savings and loan crisis, and credit in 1998, which we expanded substantially in 2008 ahead of the generational investment opportunities that arose from the global financial crisis. billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

MAY 24, 2024

But then, “active management” doesn’t quite capture the transformation in the CPPIB after 2006. Essentially it turned itself into a giant hedge fund, picking stocks, taking seats on boards, and plunging heavily into an increasingly esoteric mix of assets: real estate, private equity, infrastructure, and God knows what else.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

The Motley Fool

OCTOBER 30, 2024

Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. Achieving BTC yields sets us apart from spot bitcoin ETPs and other bitcoin investment vehicles that charge a management fee and would therefore reflect a negative BTC yield as we measure it. They buy QQ or SPY.

Leveraging 130

Leveraging Shareholders Debt Capital 130

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Our operating expense ratio was 28.6 basis points (bps), which is below the five-year average of 29.0 bps and up marginally from 27.1 bps observed in fiscal 2022.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

And I think this is where the industry should be heading.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

DECEMBER 23, 2024

One area that deserves some blame is the fees that these fund managers charge. For example, more sophisticated hedge funds typically charge a flat management fee of 2%, coupled with a performance fee that takes 20% of annual profits.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

Pension Pulse

APRIL 15, 2025

Vestcors clients require a disciplined, low-risk approach with strong internal active management. Within our Pension and Benefits Administration Teams, Vestcor met client performance targets, all while managing the high volumes of applications and increased plan membership.

Pension Funds 59

Pension Funds Assets Hedge Funds Portfolios 59

Private Equity Insights

JULY 21, 2023

It has also moved into hedge funds, credit trading, infrastructure investing and more. That sort of growth helped transform Blackstone from depending on striking deals for the majority of its fees to becoming an asset gatherer that can charge management fees on funds it oversees.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246

The Motley Fool

JANUARY 25, 2024

AM generated a 13% gross return for the BPS Composite over the past two years, a remarkable achievement in liquid markets and well ahead of the hedge fund index. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Fee related earnings were $4.3 Good morning.

Management Fees 100

Management Fees Banks Capital Assets 100

The Big Picture

JANUARY 7, 2025

Made the decision to leave just to try something new at that point, went to Harvard for my MBA and then had made the ch his choice at that point to switch out of biotech and interviewed with a whole bunch of of firms and ended up getting into the hedge fund world, doing capital raising for two large hedge funds.

Capital 52

Capital Hedge Funds Buyout Funds 52