The Motley Fool

JANUARY 15, 2025

Here's a rundown of how Ackman wants to take a majority stake in Howard Hughes and use it to kick-start his plan to create the Berkshire Hathaway for the modern era. Ackman wants to own even more of Howard Hughes Holdings Apparently, a nearly 38% stake doesn't appear to be enough for Ackman. The billionaire owns 37.6%

Hedge Funds 130

Hedge Funds Investing Stakes Conglomerates 130

The Motley Fool

JANUARY 23, 2024

Entering 2024, I held stakes in 45 stocks -- 19 of which are currently paying a dividend. Since then, the company's management team has reworked some master-lease agreements and divested a few properties. As of the September-ended quarter, the company collected 97% of expected rent , including management fees.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. We also raised $2.2

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Fees eat into returns -- doubly so when you only have a bit of savings to invest. Some fractional share brokers let you take a stake in big companies like Costco and Apple for as little as $1. A typical robo-advisory fee is 0.2%

Investing 130

Investing Mutual Funds Management Fees Banks 130

The Motley Fool

JULY 16, 2024

Planning for retirement can feel like a high-stakes game, but choosing the right investments doesn't have to be stressful. These index ETFs come with the superpowers of reliable performance, low management fees, and solid dividend payments. The result of that simple process is the Vanguard S&P 500 ETF (NYSEMKT: VOO).

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Motley Fool

OCTOBER 25, 2024

Last quarter, Citadel bought 2,822,010 shares of the Invesco QQQ Trust (NASDAQ: QQQ) exchange-traded fund ( ETF ) -- increasing its stake by 584%. One thing to remember about ETFs is that you have to pay a management fee known as an expense ratio. Is now a good time to buy the Invesco QQQ Trust?

Exchange-Traded Funds 130

Exchange-Traded Funds Hedge Funds Management Fees Stakes 130

The Motley Fool

JUNE 8, 2024

This small-cap fund could turbocharge your returns While size and strength are certainly advantages for many of the companies within the Nasdaq-100, there are other benefits to be had by owning stakes in smaller, faster-growing businesses. That's where the Vanguard Russell 2000 ETF (NASDAQ: VTWO) comes in.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

JANUARY 4, 2024

billion, representing a 4% stake in the company. For instance, Ark's primary goal is to attract more investors to its funds to generate greater revenue from management fees. Yet the firm still owns more than 8 million shares spread out across its various exchange-traded funds (ETFs).

Initial Public Offering 130

Initial Public Offering Exchange-Traded Funds Legal Management Fees 130

The Motley Fool

OCTOBER 18, 2024

Investment advisory and brokerage fees climbed 11%, while gains from trading activities jumped 14%, and investment banking revenue soared 37%. Bank of America, meanwhile, saw its Global Wealth and Investment unit increase Q3 revenue by 8% year over year driven by 14% higher asset management fees.

Banks 130

Banks Portfolios Investment Banking Investment Banks 130

The Motley Fool

JULY 23, 2024

Not everyone wants to hire an investment advisor or financial planner; some people prefer to manage their own investments and take a DIY approach to financial planning. But the world of money can be complicated, financial decisions can become high-stakes, and you don't have to go it alone.

Financing 130

Financing Finance Startups Debt 130

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

MARCH 29, 2024

The company that has staked its entire future on Bitcoin rose 11.9% New ETFs have annual management fees of around 0.25%, which will barely eat into investment returns. Shares of MicroStrategy stock (NASDAQ: MSTR) were rising yet again this week. this week, according to data from S&P Global Market Intelligence.

Exchange-Traded Funds 100

Exchange-Traded Funds Debt Management Fees Stakes 100

The Motley Fool

APRIL 28, 2024

Oh, and the smartest way of balancing each of their unique risks and rewards may be owning a stake in all three. This ETF's actual effective management fee is a mere 0.4%. Like the SPYders, the Global X S&P 500 Covered Call ETF holds a cap-weighted stake in all the companies that make up the S&P 500.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

Pension Pulse

MAY 22, 2024

billion in NetCo, Italy's largest fixed telecoms network; and the sale of its stake in the Hohe See and Albatros wind farms off the shores of Germany for $374 million in proceeds. Management fees decreased by $10 million, remaining broadly in line with the prior year. Japan, increasing our ownership stake to 3%.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

APRIL 29, 2024

Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. So, it's worth noting also, that, obviously, Michael still holds a significant ownership stake in the company. Leverage provides the opportunity to generate higher returns if the price increases.

Leveraging 246

Leveraging Debt Assets Shareholders 246

Pension Pulse

AUGUST 7, 2023

While the empirical evidence on ESG investing on financial returns is mixed, one thing is for sure—when asset managers add non-financial objectives, management fees are higher. Despite the Canadian pension fund’s minority stake, Hogg said the investment alongside IKAV will be run as a partnership.

Investing 52

Investing Collateral Pension Funds Asset Management 52

Pension Pulse

FEBRUARY 16, 2024

David Hollerith of Yahoo Finance reports Amazon, Alphabet, and Nvidia attract new interest from Wall Street's biggest investors: Some of Wall Street’s biggest investors made new bets on technology giants in the fourth quarter, loading up on stakes in Amazon ( AMZN ), Alphabet ( GOOG , GOOGL ), Alibaba ( BABA ), and Nvidia ( NVDA ).

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

OCTOBER 21, 2024

I want someone else to do that, and I'm willing to pay a little bit in terms of a management fee. Anything you'd add here, anything belong in those reasoning questions for these ownership stakes I have, but really the wealth managers I've been using for my money. I don't want to analyze debt securities.

Capital 130

Capital Portfolios Funds Returns 130

ClearMoney

SEPTEMBER 24, 2021

And when it comes to deciding how to grow your hard-earned money, the stakes are high. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. In order for an investment to offer the possibility of a return above money-market funds, it needs to carry risk.

Mutual Funds 52

Mutual Funds Investing Taxes Consultants 52

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

Pension Pulse

SEPTEMBER 16, 2024

Consolidation in the industry is likely, with larger managers acquiring smaller ones to expand their strategies and AUM. Fee structures may change, with pressure on public companies to reduce management fees and focus on performance-based compensation.

Pension Funds 45

Pension Funds Fee Structure Private Equity Managers Assets 45

Pension Pulse

DECEMBER 16, 2024

Given Canadas economic challenges, including demographic shifts and miserable productivity, the stakes are high for millions of Canadians. This trend was even more pronounced among funds managing over $50-billion, with Canadian pensions handling 80 per cent of assets in-house versus 34 per cent for their global peers.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. And then to complete our lines of business, AWM on Page 8. Revenue of 4.7

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

FEBRUARY 7, 2024

In PGIM, we enhanced our capabilities in the attractive area of private credit and direct lending by acquiring a majority stake in Deerpath Capital, which closed in December. PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

Pension Pulse

FEBRUARY 22, 2024

An additional investment in Boralex , a renewable energy leader specialized in wind, solar, hydroelectricity and storage, bringing CDPQ’s stake to 15%. Financial reporting CDPQ incurs costs to conduct its activities, including operating expenses, external management fees and transaction costs.

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. In GP stakes, we provide capital to the sponsors themselves. Collectively, our partner managers now manage nearly $1.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

OCTOBER 17, 2024

Notwithstanding the temporary impact from these fee holidays, management fees in the third quarter increased 8% year over year to a record $1.8 Fee-related earnings were $1.2 per share, up 5% year over year, underpinned by the growth in management fees. Our GP Stakes platform appreciated 12.6%

Debt 130

Debt Management Fees Assets Financing 130

This is going to be BIG.

JULY 8, 2013

If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds. VC funds just don''t scale and so you don''t get the huge management fees and other worldly carry that you do from funds with big Bs.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

JULY 20, 2023

The firm's two largest commitments in the second quarter were a stake in a major utility to support its transition from significant coal-powered generation to 0% in five years and additional growth capital for our portfolio company, Invenergy, the nation's largest private renewables developer. billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

APRIL 18, 2024

Fee-related earnings increased 12% year over year to $1.2 per share, the highest level in six quarters and the third-best quarter in firm history, powered by double-digit growth in fee revenues, coupled with the firm's robust margin position. billion or $0.95 Obviously, we can manufacture a lot of transactions ourselves.

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JUNE 7, 2023

So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. So it’s actually, I would say, even more advantageous and that our management fees are a prepayment on future often. That’s just what you need to sit down. Absolutely.

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

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 Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JULY 16, 2024

JP Morgan's quarterly profit fell, that is excluding some one-off gains from their stake in Visa, but their operating profits fell, and that's even as their revenue was higher than Wall Street's expected, and they had a nice jump in investment banking fees. As an investor and an owner of the stock, I'm absolutely OK with it.

Banks 130

Banks Mergers and Acquisitions Investment Banks Investment Banking 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. You mentioned superstars before.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Private Equity Insights

MARCH 20, 2025

CVC has continued to identify profitable exits while expanding its management fee earnings, a key driver of its financial performance. The strong earnings performance led to a 3.3 percent rise in CVCs stock, narrowing year-to-date losses. In line with its strong results, CVC announced a 0.21 Can`t stop reading?

Management Fees 162

Management Fees Capital Private Equity Firms Private Equity Firms 162

The Big Picture

JUNE 13, 2023

And so at times it’s effectively when the essential is at stake that people can react constructively. And I think this is where the industry should be heading. And the response, if you remember, that the European government made right after the war, they made more progress in a matter of a few weeks than we had in a few years.

Banks 59

Banks Asset Management Assets Capital 59

Private Equity Insights

MARCH 20, 2025

Following this sale, Nandakumar and his family will retain a 10 percent stake in the company and are expected to take up two non-executive board positions. The second phase of the deal will see Bain Capital launching an open offer to increase its stake by an additional 20 percent, in accordance with Sebi regulations.

Stakes 147

Stakes Finance Financing Capital 147