The Motley Fool

SEPTEMBER 17, 2023

An investment firm who had done some diligence on our business and wanted to back me and my team to spin it out, prevailed at the auction. Much of their language is going to be around leverage and accounts receivable and gross margin. I just got to sit and wait. I was blessed. The story ended well. David Gardner: Wow.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Private Equity Insights

DECEMBER 13, 2023

Ara Partners (“Ara” or the “Firm”), a leading private equity and infrastructure investment firm specializing in industrial decarbonization, today announced that it has closed over $3bn of new capital commitments. is weighing a bid for UK's Pension Insurance Corporation.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Pension Pulse

FEBRUARY 10, 2025

Reuters reports that Canadas BCI to buy BBGI infrastructure fund in US$1.32-billion in a deal valuing the Luxembourg-based investment firm at 1.06-billion billion all-cash offer from Canadian pension fund manager British Columbia Investment Management (BCI). billion ($1.32-billion),

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Private Equity Insights

JANUARY 26, 2024

Windjammer Capital Investors (Windjammer), a private equity investment firm focused on control equity investments in middle-market businesses, has closed its sixth fund, Windjammer Capital Fund VI (Fund VI), at its hard cap with $1.3bn in capital commitments. Kirkland & Ellis provided legal counsel.

Capital 130

Capital Pension Funds Funds Legal 130

Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake. billion in Canadian funds.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

AUGUST 16, 2024

George Soros’ investment firm and Druckenmiller’s family office both cut their positions in Nvidia in the second quarter, as Tepper’s Appaloosa Management also sold down its stake in the California tech giant by 84%, the filings to the U.S. 24) Norges Bank 25) Nordea Investment Management 26) Korea Investment Corp.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

NOVEMBER 4, 2024

Although Ziply generates cash flow, it is currently owned by private equity backers – including three Canadian pension funds – and they have put $2-billion of net debt on its balance sheet. telecom-focused private equity fund WaveDivision Capital, LLC. In all, BCE’s total debt level will remain roughly where it is now.

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Insights

JULY 4, 2023

The fundraising to date comprises $330 million in direct commitments and $150 million in co-investment allocations. Investors in NPV ESG include KLP, a German occupational pension fund, and a large Nordic pension fund.

Due Diligence 130

Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Pension Pulse

JUNE 20, 2023

Keep in mind that Credit Investments (CI) make up 13% of CPP Investments' total portfolio which make it a very important asset class. Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets). Committed INR 18.5

Investing 52

Investing Leveraging Banks Debt 52

Pension Pulse

MAY 19, 2023

It's a nice short candidate here which is why I'm looking to short it using the AXS 1.25X NVDA Bear Daily ETF ( NVDS ) which has a little leverage too magnifying returns. George Soros’s investment firm cut holdings in electric-vehicle makers, slashing a stake in Rivian Automotive Inc. So what's the problem? Amazon.com Inc.,

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

MAY 25, 2023

The firm’s experienced teams enable high net worth individuals and families as well as, medium to large sized companies, pension funds and trustees, asset managers, and their investors to focus on their core activities by choosing ZEDRA as their trusted partner.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

Pension Pulse

JULY 24, 2024

These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments. The success of this monetization plan should be part of the Harvard Business Review case study so other large pension funds and sovereign wealth funds can mimic it. Couche-Tard will pay $80.50

Pension Funds 59

Pension Funds Buyout Stakes Consulting 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. Christine Dobby of the Toronto Star also reports CPP Investments posts 1.3% per cent return.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 4, 2023

And you know, it’s funny, when I was on the road in the early days, you know, talk about even post GFC, you’d meet with large scale institutions and you talk about senior secured loans, private lending, covenants, reasonable leverage, et cetera, et cetera. KENCEL: So, now, leverage is lower. RITHOLTZ: Right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59

The Motley Fool

OCTOBER 29, 2024

In Asia, for example, a large public pension fund made MSCI their primary risk analytics provider leveraging our highly competitive mix of applications, sophisticated algorithms, specialized data and managed services. In the third quarter, one of our pension fund clients in Europe ceded a $1.6

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

Pension Pulse

NOVEMBER 10, 2023

Committed C$200 million to the Canadian private equity market through an evergreen Canadian mid-market mandate managed by Northleaf Capital Partners, a Toronto-headquartered global private markets investment firm. The mandate will target investments in Canadian buyout and growth funds, secondary investments and direct co-investments.

Investing 59

Investing Buyout Stakes Assets 59

Pension Pulse

DECEMBER 3, 2024

billion in the Public Service Pension Fund from the previous fiscal year will be shifted to general revenues. Labour leaders say workers also contributed to the fund and should benefit from any surplus, rather than having the money go toward other priorities such as new spending or reducing the size of the deficit.

Pension Funds 52

Pension Funds Funds Venture Capital Assets 52

Pension Pulse

JUNE 5, 2024

IMCO CEO Bert Clark posted a comment on LinkedIn going over the Canadian model and other thoughts from the Fiduciary Investors Symposium: I recently had the pleasure of speaking at Top1000 Funds’ Fiduciary Investors Symposium Toronto 2024. And Canadian pensions have adopted some of their best practices and applied them to pension investment.

Pension Funds 59

Pension Funds Private Equity Firms Private Equity Firms Buyout 59