Private Equity Wire

JANUARY 8, 2024

The report showed some interesting results related to leverage—from the typical providers of leverage to the terms in which leverage is provided, to the risk management practices of fund managers and leverage providers. The use of leverage by private credit funds is subject to scrutiny from policymakers and regulators.

Leveraging 98

Leveraging Hedge Funds Due Diligence Financing 98

The Motley Fool

NOVEMBER 30, 2023

One key factor is leverage, which is higher than management would like. That's reasonable, but he also noted that "everything is on the table" and that there are "no sacred cows" at the company as it looks to reduce leverage and improve operating performance. If one cut is bad, two is even worse. But there's more to the story.

Leveraging 130

Leveraging Investors Debt Portfolios 130

The Motley Fool

SEPTEMBER 19, 2024

Luckily for individuals, large investment funds are required to disclose their buys and sells and overall portfolio each quarter. Should you hop on the dividend growth train and buy Philip Morris International stock for your portfolio? This is significant growth from the $5.02 Consider when Nvidia made this list on April 15, 2005.

Portfolios 245

Portfolios Hedge Funds Leveraging Shareholders 245

This is going to be BIG.

DECEMBER 3, 2020

Having a better overall portfolio of venture capital by adding funds into the mix. Consider the following two portfolios: You have $500,000 that you want to put to work in venture capital over the next three years. Family offices could and should take advantage of mixing in funds to leverage their direct investments.

Leveraging 134

Leveraging Deal Flow Portfolios Funds 134

The Motley Fool

JULY 30, 2024

With this background in mind, here's a brief overview of 10 of the best ultra-high-yield dividend stocks to consider as part of a long-term portfolio. Dow's diverse product portfolio serves various industries, but its performance is often tied to global economic cycles. Image source: Getty Images.

Portfolios 246

Portfolios Exchange-Traded Funds Banks Leveraging 246

The Motley Fool

MAY 4, 2024

Nvidia Nvidia (NASDAQ: NVDA) is Druckenmiller's largest investment, accounting for just over 16% of his portfolio. One is Nvidia stock, which is 9% of the overall portfolio. However, Duquesne invested an additional 7% of the portfolio in Nvidia call options. These are highly leveraged investment products. trillion size.

Companies 188

Companies Portfolios Leveraging Capital 188

The Motley Fool

NOVEMBER 23, 2024

Here's a snapshot of those numbers: Monthly Dividend Stock Dividend Yield Dividend Payout Ratio Leverage Ratio 2024 AFFO Growth Rate (midpoint) Price to AFFO Agree Realty 3.9% Agree Realty's leverage ratio is 4.9x However, there are some key differences between their portfolios. of its portfolio. Realty Income 5.5%

Leveraging 246

Leveraging Taxes Portfolios Returns 246

Private Equity Wire

NOVEMBER 5, 2024

Astorg is expanding its Portfolio Performance team with two senior hires based in London – Keith Beattie as Partner to oversee the portfolio Operations team and Markus Nagel as Managing Director to the Operational Finance practice. He later took on the role of CFO at its portfolio company, EcoOnline.

Portfolios 97

Portfolios Consulting Consultants Financing 97

The Motley Fool

SEPTEMBER 15, 2024

The trust's equity portfolio is currently valued around $48 billion, but more than two-thirds of that amount, about 69%, is invested in just three stocks. The trust added about 38 million shares to its portfolio in 2022, worth about $8.9 billion at the time. That's a price comparable to its closest competitors.

Portfolios 246

Portfolios Investing Assets Leveraging 246

The Motley Fool

NOVEMBER 21, 2024

With the new composition of the Berkshire Hathaway equity portfolio, Coca-Cola now accounts for 8.5% Should it be in your portfolio, too? It has an incredibly successful operating model that leverages its core brands to bring in tons of cash and income, about 75% of which it pays out to shareholders as dividends. of the total.

Portfolios 130

Portfolios Shareholders Leveraging Returns 130

FinSMEs

JUNE 4, 2024

Copley Equity Partners uses “procurement-as-a-service” to help portfolio companies drive down technology costs and generate capital to fund hiring and acquisitions When Copley Equity Partners (Copley) added AuctionIQ (AIQ) to their portfolio in 2022, they foresaw potential for increased profit and growth based on high market demand for the procurement (..)

Private Equity Firms 45

Private Equity Firms Private Equity Firms Leveraging Funds 45

Private Equity Wire

JUNE 12, 2024

Distressed debt levels at private equity-owned companies have surged amid persistent high interest rates, with the amount owed by portfolio companies of the world’s 50 largest PE firms up 18% since mid-March to $42.7bn, according to a report by Bloomberg citing rankings from Private Equity International. at the end of February.

Debt 104

Debt Companies Portfolios Buyout 104

Top 1000 Funds

SEPTEMBER 11, 2023

billion Pennsylvania Public School Employees' Retirement System has reduced net leverage, added fixed income and continues to shave costs off its external investment management fees, mostly by reducing private allocations. The trimming and shifting of the portfolio is part of an adjusted SAA responding to ongoing market changes.

Leveraging 52

Leveraging Management Fees Portfolios Returns 52

The Motley Fool

JULY 12, 2024

While this strategy places a lot of emphasis on value stocks, the occasional growth stock does wind up in the 44-stock, $410 billion portfolio Buffett and his team oversee at Berkshire Hathaway. billion) of the $410 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in four top-notch AI stocks. Apple: $183.9

Portfolios 246

Portfolios Investing Assets Stakes 246

The Motley Fool

NOVEMBER 26, 2024

The sector has gone through a transformation in the past decade, with midstream companies reducing leverage and being more disciplined when it comes to funding growth projects. Even better, the company has said it could pay excess distributions once its leverage is below 3 times and it has excess free cash flow.

Leveraging 245

Leveraging Earnings Before Interest Amortization Depreciation 245

The Motley Fool

NOVEMBER 18, 2024

At least one ultra-high-yield dividend stock in Buffett's "secret portfolio" is a no-brainer buy right now. A capital idea There's nothing shady about Buffett's "secret portfolio." Actually, while many people aren't aware of it, the portfolio isn't much of a secret. billion portfolio. of its total portfolio.

Portfolios 100

Portfolios Asset Management Capital Shareholders 100

The Motley Fool

OCTOBER 27, 2024

million portfolio, and while everyone's journey is unique, the principles I've followed can be applied by any investors looking to grow their wealth over time. The key is figuring out how to leverage your skills and interests to bring in more money. The bigger your portfolio grows, the more impactful even small-percentage gains become.

Portfolios 130

Portfolios Assets Leveraging Stakes 130

The Motley Fool

OCTOBER 8, 2023

Lastly, it continued to rack up steep losses while increasing its leverage with more convertible debt offerings. to allocate a whopping 47% of its entire portfolio to Apple. If that happens, I'd definitely add it to my portfolio as a leading retail play. Second, it issued several safety-related recalls.

Portfolios 246

Portfolios Enterprise Values Leveraging Debt 246

The Motley Fool

OCTOBER 1, 2024

billion of net debt), it had a higher-leverage ratio of nearly 2.9 AT&T aims to get its leverage ratio down to the 2.5 Meanwhile, Verizon set an even lower long-term leverage target of 1.75 However, the deal will delay Verizon's ability to achieve its leverage target. Even though AT&T had a similar debt load ($126.9

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

JANUARY 5, 2024

For this reason, BDCs tend to garner a lot of attention from investors looking to supplement their portfolio with some dividend income. Investing $100,000 in the three ultra-high-yield BDCs discussed below could generate $10,000 of passive income for your portfolio this year. Hercules Capital: 11.5% Image source: Getty Images.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Wire

OCTOBER 31, 2024

A conversation with Matt Hansford, European Head of Portfolio Finance at Barings, on a >$200bn annual opportunity. This creates a funding gap for asset managers seeking Portfolio Finance – which, in turn, creates a tremendous opportunity for institutional capital.

Financing 93

Financing Finance Portfolios Investors 93

The Motley Fool

JULY 31, 2023

of Berkshire Hathaway's investment portfolio. To further leverage its installed base of over 2 billion active devices, the company has also introduced a range of services such as iCloud storage, Apple Pay, Apple Music, Apple TV+, and the App Store. of Berkshire Hathaway's investment portfolio.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

NOVEMBER 14, 2024

Continue reading to learn more about this dominant business and whether it should be in your portfolio. The company's size, as exemplified by its network of 6,291 stores and annual run-rate revenue of over $17 billion, gives it tremendous negotiating leverage with its hundreds of suppliers.

Portfolios 100

Portfolios Leveraging Returns Investors 100

The Motley Fool

JULY 29, 2024

AT&T's balance sheet continues to improve, with a leverage (net debt/trailing-12-month adjusted EBITDA) ratio of under 2.9 times leverage, which, if achieved, could possibly open the door for the company to look to raise its dividend. at quarter end. The stock currently has a forward dividend yield of about 5.8%.

Investors 130

Investors Portfolios Leveraging Earnings Before Interest 130

The Motley Fool

NOVEMBER 26, 2024

Chevron has invested in quality over quantity, giving it a diversified asset portfolio that can break even at lower oil prices. To top it all off, Chevron has an elite balance sheet with very low leverage. Although the deal made Oxy, once again, more leveraged, it could pay off as long as oil prices remain around current levels.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

MAY 1, 2024

It might surprise you to learn that his portfolio is highly concentrated with his top four stocks making up close to half of his holdings. of the firm's portfolio at $408.4 The firm finished the year with Coupang making up roughly 11% of the portfolio, or a $371 million position. of the total portfolio.

Portfolios 130

Portfolios Investing Leveraging Stakes 130

The Motley Fool

NOVEMBER 7, 2024

They often have very high dividend payout ratios and leverage ratios , which puts them at a higher risk of needing to cut their dividends if they run into financial trouble. leverage ratio, well below the 4.0 leverage ratio its stable cash flows can support. in the coming years. Here's a look at what fuels that view.

Leveraging 245

Leveraging Taxes Returns Portfolios 245

The Motley Fool

JULY 21, 2024

If you want to generate passive income from your portfolio, AGNC Investment Corporation (NASDAQ: AGNC) is one stock that has likely grabbed your attention with its dividend yield of almost 14%. But is AGNC the best dividend stock for your portfolio? For example, rising interest rates have boosted its portfolio yield from 2.6%

Investing 240

Investing Leveraging Assets Portfolios 240

The Motley Fool

APRIL 23, 2024

Nearly one-third of his portfolio is tied up in these companies. It's now leveraging that position to fuel its cloud computing and enterprise software businesses. Thanks to those public filings, we can get a glimpse at exactly how Tepper invests his money. And he's betting big on three artificial intelligence (AI) stocks in 2024.

Portfolios 246

Portfolios Investors Hedge Funds Investing 246

The Motley Fool

DECEMBER 28, 2023

On the one hand, your portfolio should be set up with a long-term focus, free of the vicissitudes of short-term market events. On the other hand, there are more and less attractive entry points for stocks, and an annual evaluation of a portfolio could lead to decisions about how to make a portfolio work better for you.

Portfolios 130

Portfolios Initial Public Offering Leveraging Prospects 130

Private Equity Insights

AUGUST 9, 2023

Fiesta and Pollo Tropical restaurants are a natural fit into ARB’s existing portfolio,” said Matt Perelman, Managing Partner and Co-Founder of Garnett Station Partners. Garnett Station partners with experienced and entrepreneurial management teams and strategic investors to build value for its portfolio of growth platforms.

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. One kind of ETF you may want to steer clear of is the leveraged ETF , and a good example is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ). What's a leveraged ETF? Leverage can greatly amplify your gains and your losses.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Exchange-Traded Funds Mutual Funds 246

The Motley Fool

NOVEMBER 22, 2024

However, mortgage REITs , like AGNC Investment, can enhance their returns by investing in MBS on a leveraged basis (i.e., It has a leverage ratio of 7.2 times, meaning it has borrowed more than $7 for every $1 of equity it has invested in its portfolio. borrowing money to finance additional MBS investments). wasn’t one of them.

Leveraging 130

Leveraging Financing Finance Returns 130

The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. Oxy is also known for using debt and leveraging up its balance sheet, which it will do to pay for its pending CrownRock acquisition. of the public equity portfolio, indicating that Berkshire is taking care to manage the position to make sure it doesn't become too large. Image source: Getty Images.

Portfolios 246

Portfolios Banks Conglomerates Shareholders 246

Private Equity Wire

MARCH 12, 2024

NorthWall Capital, a London-based credit investment firm offering private capital solutions, has adopted the Sentry loan portfolio management solution from global fintech specialist Broadridge Financial Solutions.

Capital 95

Capital Portfolios Leveraging Investment Firms 95

The Motley Fool

MAY 22, 2024

That caused the market to take a more risk-off posture, which the REIT followed by lowering its leverage ratio to its lowest level of the current cycle. Notwithstanding lower leverage, the prevailing return environment gives us confidence in the durability of the portfolio earnings profile," he said.

Leveraging 246

Leveraging Capital Portfolios Banks 246

The Motley Fool

AUGUST 7, 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. To me, I encourage investors with stuff like this, look at your portfolio, and ask yourself. Consider when Nvidia made this list on April 15, 2005.

Portfolios 130

Portfolios Investors Returns Companies 130