The Motley Fool

FEBRUARY 12, 2025

It may also not be your optimal way of building wealth anyway, if the subpar stock-picking performance of most mutual fund managers is any indication. In Standard & Poor's most recent update of its ongoing monitoring of all large-cap mutual funds available to U.S. Where to invest $1,000 right now? What gives?

Mutual Funds 219

Mutual Funds Investing Exchange-Traded Funds Hedge Funds 219

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.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Hedge Funds Leveraging 246

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.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Hedge Funds Stakes 246

The Motley Fool

SEPTEMBER 22, 2024

But after Nvidia's stratospheric rise, several major hedge funds and technology-focused mutual funds recently took some or all of their Nvidia chips (pun intended) off the table. billion mutual fund based in Edinburgh, Scotland, is regarded as one of the best technology growth stock investors in the world.

Hedge Funds 130

Hedge Funds Mutual Funds Stakes Funds 130

The Motley Fool

SEPTEMBER 13, 2024

Time arbitrage is your secret weapon If I were running a mutual fund or a hedge fund I would have to justify each and every stock I own to my investors. What I believe is more likely is that these great food makers muddle through their problems while paying me well to wait for better times.

Mutual Funds 246

Mutual Funds Hedge Funds Shareholders Investors 246

The Motley Fool

FEBRUARY 5, 2025

These funds, which don't trade on an exchange, can provide individual investors with access to alternative investments that are otherwise typically limited to high net worth individuals, hedge funds and other institutional investors. Interval funds can invest in a diverse mix of assets, including private securities.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

The Motley Fool

JANUARY 24, 2024

By making the stock more accessible to small investors, Broadcom can reduce the concentration of voting power among hedge funds, mutual funds, and institutions, so the split would also benefit the company. That would put its stock price in line with other tech giants like Amazon, Alphabet, Apple , and Tesla.

Mutual Funds 246

Mutual Funds Hedge Funds Investors Funds 246

The Motley Fool

JANUARY 3, 2024

Warren Buffett famously won a million-dollar bet with a hedge fund manager that an S&P 500 index fund would beat a basket of actively managed mutual funds over 10 years. The S&P 500 has historically returned an average of 9% to 10% annually. There is no shame in simply buying the broader stock market.

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Initial Public Offering Mutual Funds Exchange-Traded Funds Hedge Funds 186

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.

Mutual Funds 130

Mutual Funds Hedge Funds Prospects Funds 130

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

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Hedge Funds Banks 130

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 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.

Investors 119

Investors Mutual Funds Hedge Funds Venture Capital 119

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%.

Hedge Funds 130

Hedge Funds Mutual Funds Investing Stock Market 130

The Big Picture

APRIL 6, 2023

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Rather, the holdings parallel the mutual funds clients own. Yet that is what these releases imply to their readers. ” Because we are not. .”

Mutual Funds 111

Mutual Funds Hedge Funds Stakes Financial Institutions 111

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.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

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

Investors 147

Investors Mutual Funds Exchange-Traded Funds Hedge Funds 147

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.

Returns 100

Returns Mutual Funds Hedge Funds Stock Market 100

The Motley Fool

DECEMBER 6, 2024

Warren Buffett takes a bite of Domino's In mid-November, large hedge funds, mutual funds, and holding companies file their 13F filings , disclosing their buys and sells made during the prior quarter. 14, Warren Buffett conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Mutual Funds 100

Mutual Funds Hedge Funds Conglomerates Stakes 100

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.

Mutual Funds 130

Mutual Funds Funds Taxes Hedge Funds 130

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.

Mutual Funds 78

Mutual Funds Funds Hedge Funds Assets 78

The Big Picture

FEBRUARY 27, 2023

households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc. As Ben pointed out via his favorite chart at top, ownership of U.S. equity market since 1945 has shifted dramatically to different investment vehicles.

Mutual Funds 130

Mutual Funds Hedge Funds Taxes Consulting 130

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.

Mutual Funds 130

Mutual Funds Hedge Funds Shareholders Public Companies 130

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.

Investing 138

Investing Mutual Funds Hedge Funds Venture Capital 138

The Motley Fool

SEPTEMBER 7, 2023

03, 2023 Ricky Mulvey: What I've learned from this is I would not suggest setting up a hedge fund that is completely based on investing in companies based on stadium naming rights. One hedge fund will call Dylan at the stadium hedge fund. This is what I'm calling control group hedge fund.

Companies 130

Companies Hedge Funds Investing Resale 130

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.

Exchange-Traded Funds 100

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 69

Mutual Funds Hedge Funds Asset Management Assets 69

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.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Big Picture

SEPTEMBER 18, 2024

. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Behavioral Officer. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Hedge Funds 110

Hedge Funds Education Mutual Funds Assets 110

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics. So, of the 7.6

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

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 !

Mutual Funds 64

Mutual Funds Hedge Funds Asset Management Assets 64

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.

Mutual Funds 64

Mutual Funds Exchange-Traded Funds Hedge Funds Capital 64

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.

Mutual Funds 72

Mutual Funds Hedge Funds Finance Financing 72

The Motley Fool

MAY 21, 2024

But the long-term shareholder in AMC, if you bought it on some perception that stick it to big hedge funds just know this, over the past three years, the market is up 33%. If there's anything in the whole world of visual funds that you can take to the bank, it's that expense ratios help you make a better decision.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

Pension Pulse

FEBRUARY 14, 2025

Top multi-strategy, event driven hedge funds and large hedge fund managers As the name implies, these hedge funds invest across a wide variety of hedge fund strategies like L/S Equity, L/S credit, global macro, convertible arbitrage, risk arbitrage, volatility arbitrage, merger arbitrage, distressed debt and statistical pair trading.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

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.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

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.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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.

Hedge Funds 130

Hedge Funds Shareholders Public Companies Stakes 130