The Motley Fool

AUGUST 30, 2024

Legendary investor Warren Buffett has long recommended the S&P 500 index fund for new and experienced investors alike, and in 2008, he even bet $1 million that this investment could outperform a group of five actively managed hedge funds. Over 10 years, Buffett's S&P 500 index fund earned total returns of roughly 126%.

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The Motley Fool

APRIL 21, 2024

By purchasing shares of an exchange-traded fund like the Vanguard 500 Index ETF or the SPDR S&P 500 ETF , you can gain instant access to a diversified group of 500 of the biggest U.S. In fact, most hedge funds and mutual funds underperform the S&P 500 over an extended period of time.

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The Motley Fool

APRIL 17, 2024

He has followed Warren Buffett for decades, managed a hedge fund , and written various newsletters and emails for investors, often focused on value investing. One of the virtues of broad-market index funds is that indexes such as the S&P 500 tend to outperform non-index mutual funds.

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The Motley Fool

NOVEMBER 30, 2023

The fund has an extremely low expense ratio of 0.03%, a dividend yield of 1.62%, and has historically mirrored the performance of the S&P 500 in the strictest sense. The VOO is also widely owned by individual investors, mutual funds, hedge funds, and institutional investors.

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The Motley Fool

JUNE 18, 2023

Mutual fund company T. A closer look at the mutual fund business model Most investors have likely heard of the company. trillion of investments through 150 traditional mutual funds as well as several exchange-traded funds. Rowe Price manages more than $1.3 Rowe Price manages more than $1.3

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Mutual Funds Exchange-Traded Funds Hedge Funds Banks 130

The Motley Fool

SEPTEMBER 18, 2023

Blackstone focuses on alternative investments in real estate, private equity, hedge fund products, and credit products such as collateralized loan obligations. It should also benefit from increased demand for its stock, as mutual funds and ETFs that track the index need to buy to match the index's allocation.

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The Big Picture

APRIL 11, 2024

Founded in 1984, Morningstar would mail out hard copies of information on various Mutual Funds; ValueLine sent looseleaf binder pages on individual companies with regular updates about Stocks. Most of the hedge fund community would be revealed post-2009 as not worth their costs. S&P had a similar service.

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

The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.  This week, we speak with investing legend Joel Tillinghast.

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The Big Picture

DECEMBER 12, 2022

RWM is a discretionary RIA, which primarily invests in stocks and bonds via ETFs, Mutual Funds, and Direct Indexing. Illiquid investments do have some appealing aspects: Start with the illiquidity premium, the return above traditional stocks or funds. But I am very familiar with the product. You’re stuck with them.

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Investors Mutual Funds Hedge Funds Venture Capital 117

Pension Pulse

AUGUST 16, 2024

Ainslie’s hedge fund Maverick Capital only trimmed its stake in Nvidia by 2.86% in the second quarter of 2024 after having first acquired almost 464,000 shares in the company in the first quarter of 2023. But this week, Bloomberg reports the yen carry trade that blew up markets is attracting hedge funds again.

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The Motley Fool

MARCH 4, 2024

When Greenblatt managed the Gotham Capital hedge fund, it grew at a remarkable average annual rate of 40% over more than 20 years. Jack Bogle Finally on this list, there's John "Jack" Bogle , referred to by many as the father of index funds. (He

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Investors Exchange-Traded Funds Mutual Funds Hedge Funds 147

The Big Picture

DECEMBER 7, 2023

Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Does wealth offer diminishing returns? ’ Let me know what you think !

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Mutual Funds Hedge Funds Asset Management Assets 62

The Big Picture

FEBRUARY 2, 2024

Exchange-traded funds are superior to Mutual funds in terms of avoiding unanticipated capital gains — MFs can distribute cap gains at any time, but cap gains only accrue to ETF owners when they sell them. The active ETF charges 50 bps. All of our earlier podcasts on your favorite pod hosts can be found here.

Exchange-Traded Funds 62

Exchange-Traded Funds Mutual Funds Hedge Funds Capital 62

The Big Picture

APRIL 17, 2023

It’s hard to believe how much brainpower, time, effort and money go into beating the market by hedge funds, mutual funds, separately-managed accounts and stock-pickers…and the vast majority of them fail at their stated goal. (

Mutual Funds 113

Mutual Funds Hedge Funds Bidding Prospects 113

The Motley Fool

JUNE 23, 2024

Data from Standard & Poor's indicates that over the past five years, nearly 79% of large-cap mutual funds available to investors in the United States underperformed their benchmark S&P 500. Over the course of the past 15 years, 88% of these large-cap funds lagged the S&P 500. Oh, and by the way.

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Exchange-Traded Funds Investing Mutual Funds Hedge Funds 100

The Big Picture

JULY 8, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. Wagner began his career doing hedge fund accounting at Ernst & Young. There is a history of acquisitions at FT, going back to the October 1992 acquisition of Templeton, Galbraith & Hansberger for $913 million.

Mutual Funds 67

Mutual Funds Hedge Funds Asset Management Assets 67

A VC: Musings of a VC in NYC

FEBRUARY 20, 2022

And we are seeing reports that many mutual funds and hedge funds are leaving the private markets because the values in the public markets are so compelling. All of this is healthy. Vitalik Buterin, the founder of the Ethereum project, said this at ETH Denver this past week.

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Returns Mutual Funds Hedge Funds Stock Market 100

The Motley Fool

DECEMBER 23, 2023

Berkshire Hathaway is not your typical investment In some ways, Berkshire Hathaway is like a mutual fund or even a hedge fund. History shows that this approach has worked out well for shareholders, but such contrarian moves can be jarring if you aren't ready for them. What it most certainly isn't is a typical company.

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Mutual Funds Hedge Funds Shareholders Public Companies 130

The Big Picture

FEBRUARY 10, 2024

Wall Street Journal ) Be sure to check out our Masters in Business this week with David Einhorn, Greenlight Capital , a value-oriented hedge fund founded in January 1996. The San Francisco 49ers have reached the Super Bowl thanks to a strategic twist that’s changing the NFL.

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Mutual Funds Hedge Funds Financing Finance 70

The Big Picture

SEPTEMBER 5, 2024

David Tepper now occupies this place in the firmament, wholly and completely… All of his insight into who is worthy of your time (or not) is on display in the book; oh, and he names names: “David Tepper is becoming today’s Hedge Fund God.

Bidding 85

Bidding Mutual Funds Hedge Funds Assets 85

The Motley Fool

AUGUST 15, 2023

Maybe some hedge fund algorithmic models can beat the market. But let's talk about actively managed mutual funds that came up a little bit earlier. Obviously, your Peter Lynch investor would be a big fan of that in part because he ran an actively managed mutual fund. Anand Chokkavelu: That's right.

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Mutual Funds Funds Taxes Hedge Funds 130

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 Big Picture

DECEMBER 30, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. Wagner began his career doing hedge fund accounting at Ernst & Young. There is a history of acquisitions at FT, going back to the October 1992 acquisition of Templeton, Galbraith & Hansberger for $913 million.

Mutual Funds 52

Mutual Funds Hedge Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 17, 2023

Adam Clark of Barron's reports Apple, Microsoft, Nvidia—what tech stocks hedge funds are buying and selling: It’s filing season for a string of major hedge funds, and big tech names like Apple, Microsoft, and Nvidia were among the most-traded equities in the third quarter. Appaloosa increased its Amazon stake to 3.75

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Private Equity Wire

FEBRUARY 14, 2024

Muhammad has worked with hedge fund and mutual fund administrators, and he has supervised all aspects of fund accounting and financial reporting assignments. Muhammad has also advised investment companies on structuring and compliance processes as well as consulted on regulatory and tax matters.

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Venture Capital Investing Best Practices Consultants 88

Pension Pulse

AUGUST 18, 2023

a barrel Gold futures were little changed Lu Wang of Bloomberg also reports hedge funds reload on shorts after rushing to unwind stock bet: Fast-money stock skeptics who got throttled in July are charging back undaunted. New York time The Nasdaq 100 fell 0.4% Currencies The Bloomberg Dollar Spot Index fell 0.1% to $25,873.07

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Hedge Funds Funds Asset Management Assets 52

The Big Picture

MAY 18, 2023

I’ve traded stocks, options, ETFs, mutual funds, and bonds. Man Group is the largest publicly traded hedge fund in the world, whose history dates back 230 years to 1783. ( Businessweek ) see also Good-Bye RobinHood On a trading desk, where we used everything from Instinet to Bloomberg to SOES to Nasdaq Level III.

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Mutual Funds Hedge Funds Legal Funds 57

American Investment Council

OCTOBER 2, 2023

Read the full editorial below: Private Fund Investors Don’t Need the SEC’s Help By The Editorial Board September 28, 2023 If a teacher, electrician or autoworker buys a stock or a share in a mutual fund, the Securities and Exchange Commission aims to ensure they’re investing on a level playing field.

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Securities and Exchange Commission (SEC) Investors Funds Mutual Funds 52

The Big Picture

JULY 10, 2024

Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Investing 57

Investing Mutual Funds Hedge Funds Financing 57

The Big Picture

OCTOBER 2, 2023

Now run the same exercise for Mutual funds, ETFs, Private Equity, Hedge Funds, Venture Capital, etc. In the United States, Between 500,000 to 1 million new books are published annually via traditional publishers and another 2 million plus get self-published.

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Investing Mutual Funds Hedge Funds Venture Capital 138

The Motley Fool

APRIL 18, 2024

Up next I talk with Ron Gross for a peek inside the minds of activist investors and hedge funds. You've worked in a hedge fund as you mentioned so you would identify a company that wasn't performing where you thought it could. You're identifying problem and you're identifying a solution and that adds a whole layer.

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Steve Sanduski

DECEMBER 15, 2022

” In the early days of his firm, Michael says his allocations were pretty simple: some mutual funds, growth models ranging from conservative to aggressive, and third-party money management. ” “Think differently about how you put money to work.”

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Accredited Investors Mutual Funds Hedge Funds Buyout 52

Pension Pulse

JULY 3, 2023

And it's not really "bulls", it's elite hedge funds and some very powerful mutual funds and indexers with active strategies behind this nonsense, much like in 1999-2000. Too much money: There is still way too much money in the market, way too much, so every dip is being bought hard.

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Hedge Funds Banks Mutual Funds Stock Market 59

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. And so I went to a hedge fund for a year.

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Mutual Funds Companies Assets Banks 57

The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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Mutual Funds Assets Taxes Portfolios 52

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Hedge Funds Mutual Funds Funds Due Diligence 62

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.

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Hedge Funds Funds Asset Management Assets 59