The Motley Fool

DECEMBER 29, 2023

Chief Executive Officer Jack Dorsey said in Block's Q3 shareholder letter that the enhanced Cash App sits between the intersection of peer-to-peer payments, financial services, and commerce, and that the company would leverage this combination to create a new business category. Should you invest $1,000 in Block right now?

Investment Horizon 130

Investment Horizon Leveraging Financial Services Banks 130

The Motley Fool

JULY 5, 2023

Some of the stocks in Buffett's portfolio would look quite alien in my own portfolio. 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. Let me show you a couple of obvious examples.

Banks 130

Banks Investment Horizon Leveraging Shareholders 130

The Motley Fool

DECEMBER 29, 2023

For example, Palantir launched its artificial intelligence platform (AIP) to help enterprises leverage existing machine learning technologies and large language models to gain insight into their private data. Should you invest $1,000 in Palantir Technologies right now? and Palantir Technologies wasn't one of them.

Prospects 130

Prospects Investment Horizon Leveraging Accounting 130

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Pension Pulse

SEPTEMBER 12, 2023

Sarah Rundell of Top1000Funds recently interviewed Suyi Kim, Global Head of Private Equity at CPP Investments to go over what drives success at their giant PE portfolio: Suyi Kim, global head of private equity at CPP Investments manages quite possibly the largest private equity allocation in the world.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

MAY 7, 2024

if you invested $1,000 at the time of our recommendation, you’d have $564,547 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Leveraging Banks Shareholders 243

Pension Pulse

JUNE 14, 2024

The partnership, initially formed in 2021, intends to make preferred equity investments in residential asset classes across the United States. We have built a strong portfolio with WDIP, leveraging our collective expertise in multifamily financing and investment. Residential at Ivanhoé Cambridge. “We

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

Pension Pulse

DECEMBER 18, 2023

About Canada Pension Plan Investment Board Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Fund in the best interest of the more than 21 million contributors and beneficiaries of the Canada Pension Plan. billion in the venture which holds a $16.8

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

FEBRUARY 13, 2024

“Our physical presence in important financial markets like New York greatly enhances how we source, evaluate, and ultimately execute on investments to further diversify our asset mix for the clients we serve,” said Evan Siddall, Chief Executive Officer, AIMCo. “We net return for the year 2022, outperforming the benchmark by 6.3%.

Pension Funds 59

Pension Funds Leveraging Debt Assets 59

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 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. The transaction is subject to customary regulatory approvals and is anticipated to close in Q4 2024.

Stakes 59

Stakes Capital Legal Investment Horizon 59

The Motley Fool

AUGUST 1, 2024

if you invested $1,000 at the time of our recommendation, you’d have $717,050 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We've also been very successful leveraging our Frosty brand.

Capital 130

Capital Investment Horizon Banks Leveraging 130

Pension Pulse

AUGUST 29, 2023

With its commitment to creating a sustainable battery materials supply chain, we believe Redwood can be a durable growth company and help catalyze the next phase of clean energy adoption and deployment.” - Joe Fath, Portfolio Manager, T. 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

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

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

NOVEMBER 15, 2023

The Canada Pension Plan Investment Board , for example, which invests on behalf of the Canada Pension Plan , sold a diversified portfolio of limited partnership fund interests in mostly North American and European buyout funds to French private investment house Ardian for around $2 billion on Nov. billion or more in size.

Stakes 59

Stakes Pension Funds Assets Buyout 59

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. Liquidity premium?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Axial

MAY 23, 2023

They tend to have fewer portfolio companies than private equity firms, which affords them a high degree of personal attention post-acquisition. Limited partners are also gravitating towards their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. G&H is headquartered in Dallas, Texas.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

Pension Pulse

MAY 23, 2024

It’s late April, and Emond is appearing at a hearing at Quebec’s National Assembly, where parliamentarians are zeroing in on a perceived dilution of the share of assets the Caisse de dépôt et placement du Québec has invested at home, from 26.1% a decade ago to 20.3% Bonus: He picks up the phone. That’s a signature we have.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

JULY 30, 2024

if you invested $1,000 at the time of our recommendation, you’d have $683,777 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And what does that mean for investment horizon?

Bidding 130

Bidding Capital Banks Accounting 130

The Motley Fool

APRIL 9, 2025

Where to invest $1,000 right now? Learn More Merck has a broad pharmaceutical portfolio, with drugs in cardiometabolic health, oncology, vaccines, infectious diseases, and even animal health. If your investment horizon is measured in decades, however, Merck is probably a worthwhile high-yield Dow stock to consider for your portfolio.

Investment Horizon 130

Investment Horizon Leveraging Debt Portfolios 130

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 Private Equity Firms 59

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. per cent, compared to the benchmark result of 0.3

Leveraging 52

Leveraging Best Practices Banks Assets 52

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said.

Investing 52

Investing Stakes Pension Funds Assets 52

Private Equity Insights

MARCH 4, 2025

The Strategic Opportunities platform focuses on stable, high-quality businesses in Europe and North America, offering an extended investment horizon compared to traditional private equity. With this latest fund, CVC aims to further expand its portfolio, leveraging its operational expertise to support long-term business growth.

Funds 147

Funds Investment Horizon Leveraging Capital 147

The Motley Fool

JANUARY 11, 2025

First, leveraging its size as the largest cloud provider heading into the AI revolution, Amazon rolled out its Bedrock cloud services in mid-2023. Amazon Bedrock offers a variety of competing third-party large language models for developers, giving perhaps the most diversified AI tool portfolio of any cloud provider.

Investment Horizon 130

Investment Horizon Leveraging Returns Return On Investment 130

The Motley Fool

MARCH 1, 2025

AGNC Investment makes the difference between the interest it earns on the securities it buys and its cost of capital. The cost of capital notably includes the interest costs of leverage that uses the portfolio as collateral. That, in turn, could force AGNC Investment to sell assets into a market downturn.

Investing 130

Investing Initial Public Offering Collateral Investment Horizon 130

The Motley Fool

MARCH 16, 2025

When energy prices rise again, as they always have historically, ExxonMobil reduces its leverage in preparation for the next industry downturn. If you're looking to maximize the income your portfolio generates, however, that means Chevron could be the right all-weather energy pick for your portfolio today. competitors.

Leveraging 130

Leveraging Investment Horizon Taxes Portfolios 130