Pension Pulse

MARCH 14, 2024

By striving to construct a portfolio that is resilient to a variety of economic environments, we remain focused on the long-term and in a strong position to pay pensions today and decades into the future.” James is a supper nice guy, a veteran who used to work in Barb Zvan's portfolio construction team at OTPP before joining OPTrust as CIO.

Returns 59

Returns Liabilities Assets Debt 59

The Motley Fool

OCTOBER 23, 2024

Before running through our standard update, I'd like to take a step back to provide our perspective on the current state of the market and how we have taken steps to proactively fortify our balance sheet and portfolio. Our portfolio and pipeline remain balanced with a variety of differentiated opportunities. for the year.

Debt 130

Debt Capital Leveraging Assets 130

The Motley Fool

JANUARY 30, 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. For example, in the index industry, we see rising demand for customization of portfolios.

Assets 130

Assets Hedge Funds Capital Taxes 130

The Motley Fool

AUGUST 8, 2023

You can refer to our supplemental information filed this morning for more detailed information on our portfolio. In fact, their EBITDARM coverage is currently one of the strongest in our portfolio at 2.9 I'm pleased to report that pipeline facilities in California, which only represent 1% of our portfolio, continue to be on track.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Banks Collateral 130

Pension Pulse

JANUARY 31, 2024

Let us not forget the US$15-trillion in bailouts, government guarantees of bank liabilities and special central bank liquidity schemes that saved a global economy brought to its knees. Those are the publicly traded asset classes that private credit is most comparable to. The fund has ballooned to $50.7 Liquidity premium?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

APRIL 30, 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. The 10 stocks that made the cut could produce monster returns in the coming years. Thank you for your question.

Assets 130

Assets Banks Liabilities Shareholders 130

The Motley Fool

OCTOBER 22, 2024

We plan to introduce our entire product portfolio, the IQ8 series of microinverters, both single and three-phase batteries with backup, the new IQ EV chargers which I talked about, AI-powered IQ energy management software which I'll elaborate later, as well as the Solargraf installer platform across many more European countries.

Taxes 246

Taxes Amortization Assets Capital 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. When you are a publicly traded company or when you're a private company, you're going to have hard assets on your books. Here we go.

Amortization 130

Amortization Debt Assets Taxes 130

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

AUGUST 17, 2023

per cent return for the first half of 2023 despite volatile market conditions, with contributions coming from a fixed-income portfolio that was boosted by both higher interest rates and infrastructure bets that can act as a hedge against inflation. And … it’s a portfolio that represents $130 billion out of $424 (billion).”

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

AUGUST 9, 2023

The result is a true testament to our spirit and commitment and demonstrates that we operate with the same speed and efficiency as we did in our time as a private company. And so, we're doing the same thing for our apps portfolio. This is what makes me particularly proud of what we have achieved.

Bidding 100

Bidding Leveraging Shareholders Companies 100

The Motley Fool

AUGUST 8, 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. So we deliver on our commitments, which we have achieved not just every quarter as a public company, but every quarter as a private company as well.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Public Companies Shareholders Returns 130

The Motley Fool

MAY 8, 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. This is what we have done every single quarter since we went public and every single quarter even before that as a private company.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Returns Capital Debt 130

The Motley Fool

JULY 25, 2023

We also had a strong quarter in analytics, boasting our highest second-quarter retention rate ever of over 95% and recurring net new sales growth of 46% in equity portfolio management. All of this confirms the critical and growing role that our index segment plays in global investing, trading, and portfolio construction.

Assets 100

Assets Banks Capital Portfolios 100

The Motley Fool

FEBRUARY 15, 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. During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue.

Banks 130

Banks Accounting Leveraging Private Companies 130

The Motley Fool

MARCH 26, 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. We have seen strong traction across all three products currently in the nIQ portfolio.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

FEBRUARY 20, 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. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Capital Taxes Initial Public Offering 130

The Motley Fool

OCTOBER 31, 2023

With the completed acquisition of Burgiss, MSCI can now provide additional clarity and transparency highly needed by investors across private and public assets in their portfolios. Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

SEPTEMBER 7, 2023

And with that, the other businesses in our diverse portfolio delivered excellent growth. Lowe's leadership position in the zero-turn mower category and strong footprint in key customer markets complements our existing channel strategy and is expected to bolster replacements of our powerful 60-volt battery portfolio.

Taxes 130

Taxes Leveraging Capital Accounting 130

The Motley Fool

JULY 25, 2023

In particular, more clients are taking advantage of our digital diabetes prevention program as they expand their portfolio of solutions within our whole-person suite. On a year-over-year basis, integrated care segment revenue growth was relatively balanced across the portfolio. Total chronic care program enrollment was 1.07

Leveraging 130

Leveraging Capital Banks Amortization 130

The Motley Fool

NOVEMBER 1, 2023

Jamie is a world-class CFO, who joins us with decades of experience in both senior finance and operations roles at a number of different Fortune 100 and private companies, including GE and Cargill, and was most recently CFO of EY. We are also maintaining a tightened origination strategy for the PayPal business loans portfolio.

Leveraging 100

Leveraging Assets Financing Finance 100

The Motley Fool

MARCH 5, 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. See the 10 stocks *Stock Advisor returns as of February 26, 2024 Private Securities Litigation Reform Act of 1995.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Banks Financing 130

The Motley Fool

FEBRUARY 1, 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. And just as you think about the offerings, do all of the offerings that DXC currently have make sense to remain in the portfolio? Turning to GIS.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

AUGUST 1, 2023

In the first half of 2023, we also made $52 million of share repurchases and invested $1 million in our venture portfolio. We are focused on advancing our enterprise asset intelligence vision by elevating Zebra as a premier solutions provider through our compelling portfolio. As smaller private company.

Leveraging 100

Leveraging Assets Taxes Capital 100

The Motley Fool

OCTOBER 30, 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. Our recent acquisition of WarpStream adds a third deployment mechanism of BYOC to this portfolio. The Motley Fool has a disclosure policy.

Financial Services 130

Financial Services Banks Accounting Companies 130

The Motley Fool

MAY 22, 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. And some of these are very large companies, a lot of -- there's private companies in there, too, and it's across the board.

Capital 130

Capital Companies Leveraging Investors 130

The Big Picture

DECEMBER 5, 2023

I’m gonna imagine private companies don’t have that sort of ability to float debt, but they certainly can issue some sort of a fixed rate. Did you see like what was the fixed rate world like on the private side when things were dirt cheap? How, how are the higher rates affecting valuations amongst private companies?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

You buy companies to run them and manage them for the long haul. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. LAYTON: — like a private equity firm. LAYTON: Yeah. And — RITHOLTZ: Quite a few employees also.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

AUGUST 20, 2023

We've been investing in our next-generation security portfolio for some time now to position ourselves in a leadership position for the future of the cybersecurity market. It is this next-gen portfolio driving that is our growth transformation and enabling our leverage. NGS ARR grew 56%, driven by strength across our portfolio.

Leveraging 130

Leveraging Banks Taxes Capital 130

The Motley Fool

AUGUST 3, 2023

The strength of the recovery, I think, has helped both, you know, the public companies, but the private companies. The private operators we talked to have benefited from the recovery as much as the public. I do think if you go back to pre-pandemic, everybody was healthy. We posted a record year in 2019, as most others.

Capital 100

Capital Leveraging Banks Returns 100

The Motley Fool

FEBRUARY 1, 2024

This is a function of investors being concerned following a July report from The Wall Street Journal that alleged legacy telecom companies utilizing lead-sheathed cables could face large environmental/health liabilities, as well as replacement costs. Furthermore, any potential liabilities would likely be determined by the U.S.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

AUGUST 3, 2023

Rent collection for IIPs operating portfolio was 97% for the quarter. Ben will provide more detail on that project and the status of leasing for other projects in our portfolio. I'd like to now turn the call over to Ben to discuss our investment and portfolio activity in the second quarter. million rentable square feet.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

NOVEMBER 21, 2024

Our GAAP results reflect a restructuring charge of $9 million recognized in the quarter related to the organizational changes we announced in July and a $42 million net loss on a private company investment. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

OCTOBER 17, 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. The insights we draw from our expansive platform and portfolio are highly valuable to them. Consider when Nvidia made this list on April 15, 2005.

Debt 130

Debt Management Fees Assets Financing 130

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). Secondary market trading doesn’t really impact the company. But for me, I’m looking at portfolios all day and I, to me, there is a, you could see the practical purpose.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

OCTOBER 30, 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. You know we're a very special company in a lot of ways. And of course, they're all great companies. Let's go to the next slide.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Big Picture

MARCH 5, 2024

00:05:21 [Speaker Changed] No income taxes for the company and, and 00:05:23 [Speaker Changed] Then Koch Industries, I I, I don’t think a lot of people realize one of the largest private companies in the United States and maybe even the largest, they’re, they’re giant energy powerhouse.

Capital 59

Capital Hedge Funds Banks Assets 59