Leveraging Mutual Funds Pension Funds 
The Motley Fool
JANUARY 10, 2024
And such REITs often employ leverage, usually using their loan portfolio as collateral, to enhance returns. In some ways, a mortgage REIT is more like a mutual fund than a company. That list might include pension funds, endowments, and insurance companies. And they are certainly nothing like a landlord.
The Motley Fool
AUGUST 28, 2024
It's more like managing a bond mutual fund. On top of that, REITs like AGNC tend to use leverage to enhance their returns, often backed by the value of their loan portfolio. This isn't the way most income investors think about investing, but it is the way asset allocators and some larger investors do, such as pension funds.
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The Motley Fool
JUNE 22, 2024
It earns the difference between the yield on the securities it owns and the costs it incurs to invest, which often include interest costs because of the use of leverage in an effort to enhance returns. The use of leverage can enhance returns, but it can also increase losses. There are a lot of moving parts here.
The Motley Fool
JUNE 14, 2024
In this way, it's kind of like a mutual fund that focuses on mortgages. In fact, the most common asset allocators are large investors like pension funds, family offices, and endowments. They tend to use leverage, often with the portfolio of mortgage securities acting as collateral. Image source: Getty Images.
The Motley Fool
DECEMBER 7, 2023
Generally, leverage is employed so that more CMOs can be bought, with the CMO portfolio acting as collateral for the loan. In some ways, a mortgage REIT is more like a mutual fund than a company. The proof is in the dividend The truth is that AGNC Investment really isn't made for an investor like me.
The Motley Fool
SEPTEMBER 18, 2023
Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Here's why this news is a big deal. What sets Blackstone apart from competitors is its investing style.
The Motley Fool
OCTOBER 11, 2024
This approach is yielding profitable growth and operating leverage. active fixed income mutual funds. As clients increasingly turn to BlackRock, we believe this will result in sustained market-leading organic growth, differentiated operating leverage and earnings and multiple expansion over time.
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