Pension Pulse

MAY 17, 2024

In an environment where US equity markets are about to move to T+1 settlement, and trades are executed in millionths of a second, shareholdings are reported just four times per year, 45 days after the end of each quarter,’ says Matthew Brusch, CEO of NIRI, in a LinkedIn post. ‘IR Here are some funds worth tracking closely.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

Pension Pulse

AUGUST 16, 2024

Each quarter, the company he runs, Berkshire Hathaway , discloses its current holdings to shareholders. Buffett told shareholders at the Berkshire annual meeting that he expected Apple to be a top holding for years, but he was not afraid to trim as the market for tech ran hot through the first half of the year.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

JANUARY 12, 2024

We invest first, either to scale strategic growth initiatives or drive operational efficiency, and then return excess cash to our shareholders through a combination of dividends and share repurchases. billion to our shareholders through a combination of dividends and share repurchases. In 2023, we returned over 4.5

Assets 130

Assets Shareholders Asset Management Capital 130

Pension Pulse

FEBRUARY 16, 2024

From September to December, the fund’s 13Fs show a tripling of its Amazon shareholdings, a roughly 75% boost in Nvidia, and about a 15% reduction in Microsoft. But the fund’s bets on stocks aren’t confined to common shares. A dozen of those big Millennium’s shareholdings jumped by more than 1,000% in the quarter.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

SEPTEMBER 27, 2023

Canada’s large pension funds have pulled back on some activities in China. China caps total foreign ownership in locally listed firms at 30%, and subjects a single foreign shareholder to a 10% limit. I also want to recognize our peer Maple 8 pension fund managers, many of whom are here today.

Pension Funds 52

Pension Funds Assets Liabilities Funds 52

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. We heard it in our dialogue with them, and we see it in our flows, and I know all of you as shareholders see it in our flows.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Pension Pulse

AUGUST 18, 2023

They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. Activist investors like to make investments in companies where management lacks the proper incentives to maximize shareholder value. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

NOVEMBER 17, 2023

They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. Activist investors like to make investments in companies where management lacks the proper incentives to maximize shareholder value. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

APRIL 23, 2024

It ranges from asset owners of various different descriptions who require customized benchmarks for their portfolios, and, in turn, those could be very different, depending on the client type, whether it's an insurance company or a pension fund or an endowment.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

FEBRUARY 13, 2023

Your money goes to a different shareholder. They aren’t issuing shares to fund their operations. And there’s no kind of… The publicly listed companies are actually usually returning money to shareholders. These are key points that many financial advisors do not understand. It’s just exchange of shares.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

MAY 19, 2023

They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. Activist investors like to make investments in companies where management lacks the proper incentives to maximize shareholder value. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Motley Fool

JANUARY 8, 2025

Shareholders who bought in for the income, and who have spent the dividends they collected from AGNC Investment rather than reinvesting them, now have less income and less capital. In some ways, it is like a mutual fund, given that the value of the company is equal to the value of its portfolio of mortgage securities.

Mutual Funds 242

Mutual Funds Investing Initial Public Offering Pension Funds 242

The Big Picture

APRIL 11, 2023

DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. You’re accountable to shareholders. DAMODARAN: I think it’s going to be almost impossible to get that done at the shareholder level because — RITHOLTZ: So it has to be institutional. RITHOLTZ: Right. RITHOLTZ: Sure.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

JANUARY 15, 2025

We then return cash to our shareholders through a combination of dividends and share repurchases. billion to our shareholders through a combination of dividends and share repurchases in 2024. This represents a more than 15% annualized return for our shareholders. After investing for growth, we returned over 4.7 trillion of AUM.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 29, 2025

During the fourth quarter and through yesterday, we repurchased over $425 million worth of MSCI shares in alignment with our shareholder-centric capital allocation policy. billion from one of our large pension fund clients. We also repurchased $810 million worth of MSCI shares for the full year. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Financing 59

Financing Finance Debt Banks 59