The Motley Fool

JULY 5, 2023

I'm always open to widening my investing horizons, but this doesn't look like the best time to go deep-dive researching business models in the middle of a massive sea change. Make use of these, stay informed, be patient, and you'll find your own path to investing success. After all, even Warren Buffett started somewhere.

Banks 130

Banks Investment Horizon Leveraging Shareholders 130

Pension Pulse

FEBRUARY 13, 2024

If you look at AIMCo's 2022 Annual Report , you will see the performance benchmarks for all asset classes: In Private Debt (Credit) it's 0% S&P/LSTA Leveraged Loan Index + 40% S&P European Leveraged Loan Index + 0.90% (CAD hedged)' According to the annual report: The portfolio generated a 6.2%

Pension Funds 59

Pension Funds Leveraging Debt Assets 59

Axial

DECEMBER 14, 2023

Often more flexible and less constrained by rigid investment mandates than larger institutions, these firm types can take advantage of market dislocations and volatility. Longer-term investment horizons allow Family Offices and Independent Sponsors to absorb short-term market fluctuations and focus on long-term value creation.

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

The Motley Fool

JULY 17, 2023

My lovely, once-a-year vacation had been irrevocably damaged by my decision to invest with leverage. Months after repaying the loan in full (and then some), I've come to a shocking realization: I lost thousands of dollars to leveraged investment, and I'm not totally mad about it. Is leverage terrible? Lesson No.

Leveraging 130

Leveraging Stakes Investing Investment Horizon 130

Pension Pulse

JULY 30, 2024

Jim Pittman, executive vice-president and global head of private equity at BCI, said: “BCI’s successful private equity partnership with Hayfin’s management reflects our flexible, creative, and collaborative approach to investing.

Stakes 59

Stakes Capital Legal Investment Horizon 59

Pension Pulse

JULY 3, 2024

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. Compared with the benchmark, the portfolio underperformed largely due to a strong rally of the leveraged loan indices from the negative return of the previous year.

Portfolios 59

Portfolios Due Diligence Debt Pension Funds 59

Pension Pulse

AUGUST 29, 2023

We look forward to working with the company in the coming years and leveraging our firm’s global platform to support Redwood’s growth, which we believe will play an important role in the ongoing energy transition.” We believe the Redwood team is well-positioned to become a leader in the battery materials industry.

Funds 59

Funds Asset Management Assets Leveraging 59

Pension Pulse

SEPTEMBER 13, 2023

The fund manager, which manages $158 billion in assets, invests globally on behalf of 17 pension, endowment and government funds in the Canadian province of Alberta. "We We believe the long-term growth opportunities in Asia-Pacific are compelling and well-aligned with AIMCo’s long-term investment horizon," said Evan Siddall, CEO of AIMCo.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Pension Pulse

SEPTEMBER 11, 2023

It has over 55 members around the world, with combined responsibility for over US$16 trillion*, and is an outgrowth of WTW Investments’ Thinking Ahead Group - set up in 2002. *As This is because of their asset mix which is heavily weighted n private markets and their approach where they co-invest with top funds to lower fee drag.

Pension Funds 59

Pension Funds Assets Funds Leveraging 59

Pension Pulse

JANUARY 10, 2024

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth.

Debt 59

Debt Investing Banks Assets 59

The Motley Fool

AUGUST 1, 2024

We have now optimized the level of our investment in 2024 to allow us to extend our existing breakfast advertising investment horizon beyond 2025. When we will continue to invest through the horizon of 2025 and beyond in breakfast -- and I just -- what I really like about breakfast is it's more profitable.

Capital 130

Capital Investment Horizon Banks Leveraging 130

Pension Pulse

SEPTEMBER 12, 2023

“When we look at the investment case, higher interest rates will have an impact on the multiple but so far market multiples still haven’t changed that much,” she says. Now, CPP Investments has a long investment horizon.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

JULY 12, 2023

Guided by our Long-Term Vision, four strategic ambitions form the basis of our business plan: Strengthening the Client Value Proposition, Optimizing Risk-Adjusted Returns, Leveraging Digital Technology, and Focusing on Our Talent— including progress around equity, diversity, and inclusion. BCI’s gross assets under management reached $233.0

Leveraging 52

Leveraging Best Practices Banks Assets 52

Pension Pulse

JANUARY 31, 2024

Nevertheless, the more NBFIs look like banks – for example, with open-ended short-term funding, high levels of leverage, significant derivative exposures – the more liquidity they should hold and be required to hold. As a consequence, banks must submit to more stringent regulation. That’s the deal, Jamie, and you know it.

Banks 59

Banks Pension Funds Investing Financial Institutions 59

Pension Pulse

DECEMBER 18, 2023

CPP Investments invests in both public and private credit and credit-like products globally, leveraging its ability to provide scale, certainty of assets and a long investment horizon.

Stakes 59

Stakes Portfolios Investing Banks 59

Axial

MAY 23, 2023

Our competitive advantages include our non-bureaucratic infrastructure, flexible decision making process, long-term investment horizon, ability to accommodate special needs of sellers and management teams, operational and transaction expertise, and opportunistic investment strategy. G&H is headquartered in Dallas, Texas.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Capital Business Services 52

The Motley Fool

JULY 30, 2024

Furthermore, we enable platforms to leverage DV's contextual classifications to curate premium contextual segments of inventory. These investments will contribute to sales and marketing expense growth throughout the year. And what does that mean for investment horizon?

Bidding 130

Bidding Capital Banks Accounting 130

Fortune Financial

AUGUST 7, 2023

If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

MAY 7, 2024

Our linear channels are deeply embedded in our direct-to-consumer strategy, as they continue to deliver high-quality content that reaches demographics not captured on streaming alone, allowing us to broaden our audiences and leverage our unmatched content engine across an expansive base. And obviously, we've already added Hulu.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Leveraging Investors Returns 243

Pension Pulse

NOVEMBER 15, 2023

Now what is happening is that they are unable to do that so most funds are extending (the) term,” Keohane said, noting that this prolonged investment horizon means pension funds have to adjust to the fact that they aren’t getting the return of capital they were expecting at this time.

Pension Funds 59

Pension Funds Stakes Assets Buyout 59

Pension Pulse

MAY 23, 2024

The Caisse’s long investment horizon, and the fact that its leaders sometimes outlast governments, affords another layer of protection. Below, an interview with CEO Charles Emond from last year discussing CDPQ's investments at home and abroad (in French). One is the intense scrutiny on the Caisse.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

JULY 1, 2023

But for long-term investors, rates change over the course of their investing horizon, which is why I think it's so important to remain business-focused. Any time interest rates are increasing, then your present value of your cash flows are decreasing, and the valuation there is decreasing.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243

Pension Pulse

MAY 24, 2023

Transaction-related expenses, which decreased by $151 million, vary from year to year according to the number, size and complexity of our investing activities. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JANUARY 12, 2024

increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022. The decline primarily reflected the negative impact of markets and foreign exchange movements on our 2023 entry rate revenue, as well as critical investments in our people and technology.

Assets 130

Assets Shareholders Capital Asset Management 130