Private Equity Wire

SEPTEMBER 20, 2023

Stefan Meister, the Chairman of $142m Swiss private investment firm Partners Group, is predicting that private equity dealmaking will return to record levels in the next year or so, according to a report by Bloomberg. That requires new products that look a little bit more like mutual funds,” he said.

Leveraged Buyouts 74

Leveraged Buyouts Returns Mutual Funds Buyout 74

Private Equity Wire

AUGUST 29, 2023

Tiger Global sells remaining Zomato stake in $136m deal Submitted 29/08/2023 - 11:34am US-based investment firm Tiger Global has sold its remaining stake in Indian food delivery firm Zomato in a deal valued at INR11.24bn ($136.08m), according to a report by Reuters citing exchange data. Tiger Global disposed of a total of 123.5

Stakes 52

Stakes Mutual Funds Investment Firms Funds 52

Pension Pulse

FEBRUARY 14, 2025

The filing, known as a 13F filing, shows what fund managers owned at the end of the previous quarter. The firm also cut its stake in Hilton Worldwide Holdings by 26% to 5.4 Its biggest holding was investment firm Brookfield with roughly 35 million shares. Here are some funds worth tracking closely. million shares.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Clearlake Capital Group

APRIL 24, 2023

as well as a Board Member at both Morgan Stanley Direct Lending Fund, and Brown Brothers Harriman US Mutual Funds. is an investment firm founded in 2006 operating integrated businesses across private equity, credit, and other related strategies. ” Ms. For more information, visit www.confluence.com.

Asset Management 40

Asset Management Assets Capital Mutual Funds 40

Clearlake Capital Group

MARCH 1, 2023

We provide corporate issuers with turnkey proxy processing, and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution. is an investment firm founded in 2006 operating integrated businesses across private equity, credit, and other related strategies.

Mutual Funds 40

Mutual Funds Private Equity Firms Private Equity Firms Buyout 40

Pension Pulse

MAY 17, 2024

On that lag, Tim Human of IR Magazine reports the Society for Corporate Governance, NIRI and NYSE write to the SEC calling for new rule-making process: A new push is under way in the US market to make investment firms disclose their equity holdings in a more timely fashion. Here are some funds worth tracking closely.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

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. Here are some funds worth tracking closely.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

JANUARY 28, 2024

Because I think it's especially pertinent right now, where we see a lot of investment firms, investment banks starting the year with these large scale market forecasts and they turn out to be very wrong, spectacularly the majority of the time. I think you have to have that in any university and also any type of investment firm.

Stock Market 130

Stock Market Stock Market Funds Returns 130

Pension Pulse

AUGUST 18, 2023

trillion of longer-dated contracts tied to stocks and indexes scheduled to mature on Friday, according to an estimate by Rocky Fishman, founder of derivatives analytical firm Asym 500. Wall Street curmudgeon and co-founder of the Boston-based investment firm Grantham Mayo Van Otterloo, Jeremy Grantham, reiterated his call for a recession.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 17, 2023

The fund held 1.65 Soros Fund Management, the investment firm founded by billionaire George Soros, took a new position of around 41,000 shares in the iPhone maker. Here are some funds worth tracking closely. Below, are a few funds investors track closely. million previously.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

MAY 8, 2023

And while this is a PR disaster for Blackstone, I'm glad it was exposed because if it can happen at Blackstone -- arguably the biggest and most coveted alternative investments firm in the world -- it can happen anywhere. which sponsors various projects on science and religion, was founded by mutual funds entrepreneur Sir John M.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. What I mean by that is if you’re an investor in one of our funds, you own a little pro rata piece of Vanguard. Look, I think mutual funds are still a very good product.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. 3 seeded Hodges Small Cap Fund ( HDPSX ) is the epitome of a quality outfit that kicks the tires and vets companies the old fashioned way.

Investing 105

Investing Exchange-Traded Funds Mutual Funds Assets 105

The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. They tossed out the king, eventually winning a vote at a board level where he was removed from Wellington, the investment firm.

Mutual Funds 75

Mutual Funds Consultants Consulting Funds 75

The Motley Fool

MAY 1, 2024

Let's go back 16 years to 2008 when a very stayed and venerable investment firm was teetering on the brink of bankruptcy. I think it was like a $50 billion price tag and at the time I remember so many people in the investment community saying, this is a terrible purchase. That was Merrill Lynch and Bank of America swooped in.

Banks 130

Banks Leveraging Debt Assets 130

Pension Pulse

MAY 19, 2023

George Soros’s investment firm cut holdings in electric-vehicle makers, slashing a stake in Rivian Automotive Inc. Soros Fund Management also sold off its entire $16 million position in Tesla which it acquired during a big tech push in the second quarter of 2022. Here are some funds worth tracking closely. Amazon.com Inc.,

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. The typical investment firm seems to be east coast or West coast. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right?

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. Well, 00:13:36 [Speaker Changed] Well what I saw is that the way people tend to come to you, so, so obviously I run an investment firm. A lot of my friends run investment firms.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

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

The Motley Fool

MARCH 12, 2025

Most investment firms currently only allow accountholders to make automatic recurring purchases of mutual funds, although a handful can arrange for automated investments in individual stocks and exchange-traded funds. Just be cautious if you're making purchases of individual stocks in this manner.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Accounting Assets 243

Private Equity Insights

JULY 21, 2023

Passing that milestone puts the firm in the same league as mutual fund behemoths and banking giants. The swelling size of investment firms like Blackstone has raised questions in Washington about their omnipresence throughout the American economy, from housing to corporate lending to insurance and beyond.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Private Equity Firms 246

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banking 52