The Motley Fool

JANUARY 11, 2024

It owns a stake in 34 technology companies, and its portfolio is worth over $8.1 A long-term investment horizon is likely needed to generate the best results. Should you invest $1,000 in Ark ETF Trust-Ark Innovation ETF right now? Ark Innovation ETF (ARKK) The Ark Innovation ETF (NYSEMKT: ARKK) is Ark's flagship fund.

Exchange-Traded Funds 239

Exchange-Traded Funds Investing Investment Horizon Stakes 239

The Motley Fool

NOVEMBER 29, 2024

SoundHound shot up early in the year after it emerged that AI pioneer Nvidia had taken on a small stake in the company. Following the outstanding gains it has clocked so far in 2024, SoundHound AI only seems suitable for those with a higher appetite for risk or ideally, a long-term investing horizon.

Investment Horizon 189

Investment Horizon Amortization Depreciation Earnings Before Interest 189

Private Equity Insights

FEBRUARY 9, 2024

With a recommended investment horizon of at least seven years, the fund complements existing investments across asset classes like cash, bonds, equities or real estate. billion) divestment of stakes in. The initial subscription period closes on April 30, 2024. Read more Ares Raises $1.7 has raised A$2.6 billion ($1.7

Asset Management 130

Asset Management Assets Pension Funds Funds 130

Pension Pulse

JULY 30, 2024

BCI acquired a majority stake in Hayfin in 2017, after identifying a compelling opportunity in the European market for private credit, driven by regulatory and structural demand trends. Founded in 2009, Hayfin specializes in providing European and North American credit and private equity investment solutions to a global investor base.

Stakes 59

Stakes Capital Legal Investment Horizon 59

The Motley Fool

JANUARY 4, 2024

For investors wondering if it's too late to invest in C3.ai ai after its huge 2023 rally, the answer largely depends on your investing horizon. It's best to ease your way into a stake in C3.ai For investors with more time, dollar-cost averaging your way into a stake of C3.ai ai Despite the hype surrounding C3.ai

Initial Public Offering 130

Initial Public Offering Stakes Investment Horizon Accounting 130

The Motley Fool

JULY 17, 2023

But the stakes were low I'm not mad about any of this -- not anymore. I'm just happy that I learned these lessons at a discount when the stakes were low. Had I been heavily invested in the market, I could have taken out way more leverage, possibly damaging years' worth of savings in a single move. Is leverage terrible?

Leveraging 130

Leveraging Stakes Investing Investment Horizon 130

The Motley Fool

OCTOBER 19, 2024

Despite these challenges, Warren Buffett continues to increase his company's stake in Occidental. Berkshire Hathaway's huge stake in Occidental Over several years, Berkshire Hathaway has become one of Occidental's largest shareholders. Should you invest $1,000 in Occidental Petroleum right now?

Debt 130

Debt Investment Horizon Stakes Finance 130

The Motley Fool

SEPTEMBER 9, 2024

It hasn't sold a single share since acquiring its stake. Growth rates are high, but the high entry price means investors need to have a multiyear investment horizon to experience most of the upside. But is the stock a buy? Absolutely. Right now, Berkshire Hathaway -- Warren Buffett's holding company -- owns nearly $1.4

Investment Horizon 130

Investment Horizon Banks Stakes Accounting 130

The Motley Fool

DECEMBER 12, 2023

An investment in Rocket Lab is, in some ways, akin to a venture capital (VC) deal, which are known to support emerging companies during the earliest days of operations. In exchange for capital, VC investors acquire an equity stake that, in theory, could earn a multibagger return over the investment horizon.

Investment Horizon 130

Investment Horizon Venture Capital Stakes Capital 130

The Motley Fool

AUGUST 1, 2023

If that's not enough, Tencent has proven to be an excellent tech investor, having bought stakes early on in what have become some of the region's most prominent companies. In other words, Tencent has twin engines of internal business and external investments to keep its growth machine humming. and Tencent wasn't one of them!

Investment Horizon 130

Investment Horizon Education Shareholders Public Companies 130

The Motley Fool

AUGUST 25, 2024

The Buffett blueprint The holding company's investment strategy focuses on identifying companies with durable competitive advantages, strong management teams, and attractive valuations. This approach, coupled with a long-term investment horizon, has been crucial to Berkshire's success.

Conglomerates 100

Conglomerates Investment Horizon Stakes Taxes 100

The Motley Fool

SEPTEMBER 1, 2024

Consequently, investors with longer investing horizons can sit back patiently while the stock recovers -- collecting the passive income provided by a dividend that yields 4.5% But those who are willing to take a stake in UPS now will benefit from a dividend that yields 5.1% at the current share price.

Investment Horizon 130

Investment Horizon Stakes Returns Investors 130

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.

Stakes 59

Stakes Pension Funds Assets Buyout 59

Pension Pulse

DECEMBER 18, 2023

As I said above, not surprised in the least about this follow-on investment in Octopus Energy. and funds affiliated with Rialto Capital (“Rialto”) today announced that they have entered into a newly formed joint venture with the Federal Deposit Insurance Corporation (“FDIC”) and acquired a 20% equity stake for $1.2

Stakes 59

Stakes Portfolios Investing Banks 59

Pension Pulse

JANUARY 15, 2025

James Bradshaw of the Globe and Mail reports Oxford Properties sells 50% stake in $1.2-billion billion European warehouse portfolio to AustralianSuper: Oxford Properties Group is selling a 50-per-cent stake in a $1.2-billion AustralianSuper has acquired a 50% stake in Oxfords c. Details on this deal can be found here.

Pension Funds 59

Pension Funds Investing Stakes Assets 59

Axial

NOVEMBER 9, 2023

” Visit SouthWorth’s Profile “Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Pension Pulse

MAY 23, 2024

It has significant stakes in most of Quebec’s flagship companies, many of which leaned heavily on the Caisse as they grew into industry champions, including Alimentation Couche-Tard, CGI, Intact Financial and WSP Global. That includes bolstering Bombardier’s balance sheet at a critical moment in 2015 by buying a 30% stake in its trains unit.

Pension Funds 59

Pension Funds Stakes Banks Finance 59

Pension Pulse

AUGUST 28, 2023

Here in Canada, through its 99-per-cent stake in Wolf Midstream , CPPIB owns the Access Pipeline System, which gathers and delivers diluent to flow bitumen through pipelines. In March, CPPIB spent a reported US$400-million to buy a 49-per-cent stake in Aera Energy LLC, California’s second-largest oil and gas producer. CPPIB owns 43.5

Pension Funds 59

Pension Funds Investing Stakes Funds 59

Fortune Financial

AUGUST 7, 2023

Through the buyout, the private equity firm gains a controlling stake in the company, allowing them to implement strategic changes and operational improvements. Assess Liquidity Needs and Investment Horizon Consider your liquidity needs and investment horizon when venturing into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Through the buyout, the private equity firm gains a controlling stake in the company, allowing them to implement strategic changes and operational improvements. Assess Liquidity Needs and Investment Horizon Consider your liquidity needs and investment horizon when venturing into alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 24, 2023

per cent of CPP’s overall portfolio is in China, said the fund uses several tools to carefully evaluate its investments and avoids stakes in “companies involved in wrongdoings, especially violations of human rights.” “The Investment Highlights for the Year Active Equities Invested C$207 million for a 0.3%

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

SEPTEMBER 12, 2023

Now, CPP Investments has a long investment horizon. As Suyi states above, they don't need to sale stakes in companies they like a lot, they can buy them and carry them of their book and ride out cycles.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Pension Pulse

JULY 12, 2023

In terms of preparedness, BCI’s portfolio of diversified public and private market investments, most of which are actively managed in-house, allow a flexibility and responsiveness to changing market conditions that helped us deliver strong performance. billion through both direct investments and funds.

Leveraging 52

Leveraging Best Practices Banks Assets 52

Pension Pulse

MARCH 13, 2025

Jameson Berkow of the Globe and Mail reports PSP Investments buys stake in Ontarios 407 highway, the pension funds largest Canadian investment: Public Sector Pension Investment Board is making its largest-ever investment in Canada with a multibillion-dollar deal to acquire a piece of Ontarios 407 ETR toll road.

Pension Funds 105

Pension Funds Investing Stakes Assets 105

Private Equity Wire

DECEMBER 2, 2024

Apheon, a pan-European mid-market private equity investment company, has closed a continuation fund for TMC and Haudecoeur – two high-performing assets held in its MidCap Buyout IV SCSp (AMB IV) – at €435m, with backing from HarbourVest as lead investor.

Buyout 97

Buyout Investment Horizon Funds Consulting 97

The Motley Fool

DECEMBER 7, 2024

stake in the pizza chain compared to a 9.3% Either way, both stocks could fit comfortably into a diversified portfolio for investors with long-term investment horizons. Should you invest $1,000 in Coca-Cola right now? According to a recent Securities and Exchange Commission filing, Berkshire now holds a 3.7%

Conglomerates 130

Conglomerates Investment Horizon Stakes Shareholders 130

The Motley Fool

DECEMBER 25, 2024

History also strongly favors long-term investors (regardless of who's president) However, history can be a beacon of hope and inspiration, too, depending on your investment horizon. Image source: Getty Images.

Investment Horizon 246

Investment Horizon Stock Market Stock Market Stakes 246

The Motley Fool

MARCH 2, 2025

However, one of the company's moves in the fourth quarter caught me off guard: Berkshire dumped 73% of its stake in Citigroup (NYSE: C) , previously a top-20 position in Berkshire's portfolio. Berkshire has also been selling major chunks of its stake in Bank of America , a trend that continued in the fourth quarter.

Initial Public Offering 130

Initial Public Offering Banks Stakes Investment Horizon 130