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.

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

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.

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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?

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Hedge Funds Funds Capital Returns 110

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.

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Venture Capital Capital Crowdfunding Hedge Funds 167

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

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

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.

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Hedge Funds Leveraging Capital Prospects 130

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.

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Assets Leveraging Mergers and Acquisitions Capital 130

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.

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Leveraging Shareholders Capital Debt 130

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.

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Banks Liabilities Capital Assets 130

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.

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Hedge Funds Funds Assets Financing 114

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.

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Hedge Funds Funds Asset Management Assets 59

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

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.

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Pension Funds Hedge Funds Investing Assets 109

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

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 Financing 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

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

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 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

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.

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Management Fees Banks Capital Assets 100

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.

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Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246