The Big Picture

JANUARY 24, 2024

For the typical non-tax deferred account that maybe consists of a dozen mutual funds and ETFs, what does tax loss harvesting look like there? Ari Rosenbaum : Tax loss harvesting in a mutual funder, an ETF would be done at the price of the, of the fund or the ETF would be selling out of the entire position of the funder, the ETF.

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The Motley Fool

DECEMBER 23, 2023

Buffett prefers to hoard the company's cash as he looks for new investments. That can take the form of buying parts of public companies or buying entire companies to add to the holding company's already broad collection of businesses. What it most certainly isn't is a typical company.

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The Motley Fool

OCTOBER 21, 2024

There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there. The six traits have consistently enabled me to find these companies, not just one of them, in this case, six out of seven, but it's one thing to find them.

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The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? That new name of the company became Franklin Templeton. So it was Franklin, along with mutual fund pioneer Sir John Templeton. You have half the number of public companies that you had in 2000.

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The Motley Fool

APRIL 29, 2024

The entire modern institutional asset economy, the options market, the securities market, the money manager system, the institutional mutual funds, the institutional ETFs, they're all going to be centered around bitcoin as the digital property going forward. So, we are a public company and an operating company.

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The Motley Fool

APRIL 18, 2024

Always something to keep in mind, it was really interesting to note and the letter he quoted that from the peak in 1996 you had 7,300 US public companies, now we have 4,300 and he feels that total should have grown dramatically not shrunk, so that's a big delta there. You can come to a conclusion whether you agree with that or not.

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The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. 00:07:33 [Speaker Changed] So when I, my first fund that I ran when I was at Montgomery was a mutual fund.

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Investment Writing

NOVEMBER 20, 2024

That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests. Unfortunately, this simpler overview of funds was not adopted because of fund company concerns about costs and liability.

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The Motley Fool

OCTOBER 11, 2024

active fixed income mutual funds. We celebrated the 25th anniversary of BlackRock becoming a public company, and we closed our acquisition of Global Infrastructure Partners. active fixed-income mutual funds, systematic equity, LifePath target date. No question, Craig, we're winning share with our clients.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. What’s it like running a public company?

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Pension Pulse

MAY 17, 2024

IR professionals, corporate governance professionals, public company C-suites and boardrooms: this is your opportunity to support 13F modernization.’ NIRI has called on public companies to submit letters to support the new campaign, and has created a letter template to facilitate the process.

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The Motley Fool

SEPTEMBER 17, 2024

Similarly, Rand, in your work at Stagen, you have a long term focus on the development of not public company stocks, but human beings. I want to say this again, in the early years in our experience, everybody in the big companies was playing the short term game. David Gardner: Wow. We're not afraid to say that.

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The Motley Fool

SEPTEMBER 10, 2024

Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. We're a private company that people can't invest in. Put those two together, way more institutional money, moving way more quickly.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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The Motley Fool

JUNE 10, 2024

Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.

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The Motley Fool

NOVEMBER 25, 2024

This year included, it's now the most valuable public company of all time. Even just style boxing, what Morningstar has done for the mutual fund industry by looking at funds that focus on large cap companies versus small cap companies or more growth oriented companies or more value oriented companies.

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The Motley Fool

APRIL 25, 2024

This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. Now, turning to S&P Dow Jones Indices, revenue increased 14% primarily due to strong growth in asset-linked fees, which benefited from higher AUM and continued strength in Exchange Traded derivative revenue.

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The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. And, and you know, I, I’d love to see ’em triple that over the next, over the next few years. But you also said, Hey, this private market thingy is gonna get big one day.

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Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. Which they got rid of because they were peeved the, we and Royce were using it for a mutual fund.

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The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. I was a public company, CEO, I enjoyed working with investors.

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Taxes Mutual Funds Finance Financing 59

Sara Grillo

FEBRUARY 13, 2023

You want an independent… But he says, I have been on 20 public company corporate boards, and I’ve seen a lot of them operate, and the independent directors in many cases are the least independent. I was exploring this for Warren Buffett, because they really value independent directors on a board, which makes sense.

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The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. In 2024, a lot of media highlighted the sales Berkshire Hathaway made within its public portfolio. Warren Buffett is one of the most famous investors of all time.

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The Motley Fool

JANUARY 28, 2025

As I think back to close here, friends, I'm thinking about, we look at other companies, family based companies. Let's go with Old Dominion Freight Lin e , which is a multigenerational public company, fantastic trucking logistics company. They own such a big, impressive company. Mutual funds are in and out.

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